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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
3001
Broadway Wealth Solutions
Texas
$292K -$2.76K -35 -1%
AIM
3002
Athena Investment Management
California
$291K -$70.3K -890 -20%
SC
3003
Solstein Capital
California
$291K – – –
BSSFA
3004
Baron Silver Stevens Financial Advisors
Florida
$291K – – –
YWS
3005
Yarger Wealth Strategies
Ohio
$291K +$1.26K +16 +0.5%
EGA
3006
E&G Advisors
Texas
$291K +$7.9K +100 +3%
ICM
3007
Intrepid Capital Management
Florida
$290K +$7.5K +95 +3%
FWA
3008
Flagship Wealth Advisors
Massachusetts
$290K +$13.6K +172 +5%
PCS
3009
Private Client Services
Kentucky
$290K +$13.4K +170 +5%
EFP
3010
Envision Financial Planning
Tennessee
$290K +$282K +3,569 New
AWM
3011
Ariadne Wealth Management
California
$290K -$72.7K -920 -20%
MWA
3012
Motive Wealth Advisors
Michigan
$290K +$3K +38 +1%
PA
3013
Prairie Advisory
Kansas
$289K +$281K +3,561 New
CCM
3014
Chiron Capital Management
Florida
$289K -$20.9K -264 -7%
IPA
3015
Investment Planning Advisors
Georgia
$289K +$6.24K +79 +2%
BMC
3016
Benin Management Corp
Connecticut
$289K -$7.9K -100 -3%
TCM
3017
Tuttle Capital Management
Connecticut
$288K +$280K +3,542 New
BMCM
3018
Burns Matteson Capital Management
New York
$288K -$5.29K -67 -2%
PF
3019
PlanVest Financial
Maryland
$287K +$79 +1 +0%
CIC
3020
Cutler Investment Counsel
Oregon
$287K +$22.7K +288 +9%
SFGM
3021
Stonebridge Financial Group (Missouri)
Missouri
$286K +$14K +177 +5%
BL
3022
BFSG LLC
California
$285K +$1.74K +22 +0.6%
CF
3023
Carlson Financial
Oregon
$285K -$158 -2 -0.1%
BF
3024
Brucke Financial
Indiana
$285K +$34.3K +434 +14%
KOC
3025
Koss-Olinger Consulting
Florida
$285K -$58.2K -737 -17%
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