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Name Holding Trade Value Shares
Change 		Change in
Stake
4A
3076
4Wealth Advisors
Illinois
$204K +$285 +4 +0.1%
IIA
3077
Integral Investment Advisors
California
$203K -$4.49K -63 -2%
RLH
3078
RD Lewis Holdings
Florida
$203K +$142 +2 +0.1%
KLI
3079
Kelman-Lazarov Inc
Tennessee
$203K +$205K +2,872 New
ACC
3080
Acorn Creek Capital
Colorado
$203K +$1.21K +17 +0.6%
BSTWA
3081
Blake Schutter Theil Wealth Advisors
Ohio
$203K +$204K +2,866 New
TWM
3082
TCFG Wealth Management
California
$203K +$1.14K +16 +0.6%
CC
3083
Copperleaf Capital
North Carolina
$203K +$204K +2,865 New
MCM
3084
McRae Capital Management
New Jersey
$202K – – –
MFG
3085
Menard Financial Group
Texas
$202K – – –
CCM
3086
Carderock Capital Management
Maryland
$202K – – –
FA
3087
Fermata Advisors
California
$202K -$253K -3,556 -56%
AWP
3088
Axis Wealth Partners
Rhode Island
$201K +$203K +2,847 New
SPI
3089
Santori & Peters Inc
Pennsylvania
$201K – – –
AF
3090
Affiance Financial
Minnesota
$201K -$11K -155 -5%
SWM
3091
Shakespeare Wealth Management
Wisconsin
$201K -$70K -983 -26%
AFP
3092
Alpha Financial Partners
Kentucky
$200K -$14.4K -202 -7%
BB
3093
Berkshire Bank
Massachusetts
$200K -$7.12K -100 -3%
CCAM
3094
Cascades Capital Asset Management
North Carolina
$200K +$63.2K +887 +46%
SIC
3095
SJS Investment Consulting
Ohio
$199K -$50.4K -707 -20%
BC
3096
Barrett & Company
Rhode Island
$197K – – –
AT
3097
Avalon Trust
New Mexico
$197K +$13K +182 +7%
PSB
3098
Piscataqua Savings Bank
New Hampshire
$195K +$3.21K +45 +2%
SC
3099
Stephens Consulting
Michigan
$193K +$11K +155 +6%
NCM
3100
Northwest Capital Management
Oregon
$191K -$111K -1,554 -37%
122 123
124
125 126