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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2801
Investmark Advisory Group
Connecticut
$210K +$198K +492 New
SAW
2802
Signal Advisors Wealth
Michigan
$210K +$197K +491 New
DPW
2803
DiNuzzo Private Wealth
Pennsylvania
$209K +$197K +491 New
KC
2804
Kingfisher Capital
North Carolina
$209K +$197K +491 New
JSAM
2805
J. Safra Asset Management
New York
$209K +$13.3K +33 +7%
AI
2806
Accredited Investors
Minnesota
$208K +$196K +487 New
RW
2807
Regimen Wealth
Georgia
$207K +$195K +486 New
FCC
2808
Flower City Capital
New York
$207K +$194K +484 New
CWC
2809
Carolinas Wealth Consulting
North Carolina
$206K +$9.24K +23 +5%
EMAM
2810
Encompass More Asset Management
California
$206K +$194K +483 New
WIA
2811
World Investment Advisors
California
$205K +$193K +480 New
PWP
2812
Precedent Wealth Partners
Texas
$205K +$193K +480 New
DAL
2813
Delta Accumulation LLC
California
$205K – – –
CCWM
2814
Correct Capital Wealth Management
Missouri
$203K +$191K +476 New
FS
2815
Financial Symmetry
North Carolina
$203K +$191K +476 New
FF
2816
Fluent Financial
Texas
$203K +$191K +475 New
HCM
2817
Heathbridge Capital Management
Ontario, Canada
$203K +$191K +475 New
LFS
2818
Legacy Financial Strategies
Kansas
$202K +$190K +474 New
CNB
2819
Camden National Bank
Maine
$201K +$190K +472 New
AWA
2820
Alta Wealth Advisors
Massachusetts
$201K +$189K +471 New
PVM
2821
Palogic Value Management
Texas
$201K +$189K +471 New
RFG
2822
REAP Financial Group
Texas
$196K +$185K +460 New
PH
2823
Pinnacle Holdings
Oklahoma
$194K +$19.3K +48 +12%
CNBTD
2824
Citizens National Bank Trust Department
Mississippi
$194K – – –
PCWA
2825
Pacific Capital Wealth Advisors
California
$192K +$180K +449 New
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113
114 115