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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
2451
Cross Staff Investments
New York
$244K +$197K +4,846 New
YCG
2452
Yeomans Consulting Group
Georgia
$243K +$197K +4,839 New
KWAG
2453
Kiely Wealth Advisory Group
North Carolina
$243K +$221K +5,450 New
KWM
2454
Keebeck Wealth Management
Illinois
$243K +$196K +4,830 New
WA
2455
WP Advisors
California
$242K +$195K +4,808 New
QFA
2456
Quantum Financial Advisors
California
$242K +$195K +4,808 New
NRG
2457
Nemes Rush Group
Michigan
$241K – – –
SWMP
2458
Signature Wealth Management Partners
New Jersey
$241K +$195K +4,799 New
SP
2459
Stablepoint Partners
Massachusetts
$240K +$194K +4,786 New
SHFA
2460
SC&H Financial Advisors
Maryland
$240K +$194K +4,782 New
LODC
2461
Lanham O'Dell & Company
West Virginia
$240K +$194K +4,779 New
D
2462
Diversified
Delaware
$240K +$194K +4,772 New
MCA
2463
MSH Capital Advisors
Arizona
$240K -$54.6K -1,343 -22%
ARC
2464
Advisor Resource Council
Texas
$239K -$1.19M -29,230 -86%
PIA
2465
Powell Investment Advisors
Florida
$239K +$193K +4,754 New
PWC
2466
PYA Waltman Capital
Tennessee
$238K +$193K +4,744 New
MSCM
2467
McElhenny Sheffield Capital Management
Texas
$238K +$192K +4,737 New
WFPG
2468
Waller Financial Planning Group
Ohio
$238K +$192K +4,728 New
DA
2469
Drake & Associates
Wisconsin
$236K +$191K +4,698 New
EVM
2470
Evelyn V. Moreno
$236K -$2.35M -57,958 -93%
SP
2471
Stonebrook Private
Michigan
$236K +$190K +4,689 New
CRIG
2472
Charter Research & Investment Group
Connecticut
$236K +$190K +4,687 New
BEAM
2473
Baker Ellis Asset Management
Washington
$235K +$190K +4,683 New
LP
2474
LMR Partners
United Kingdom
$235K -$12M -295,294 -98%
SIM
2475
Studio Investment Management
Illinois
$235K -$29.3K -721 -13%
97 98
99
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