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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2801
Alerus Financial
North Dakota
$232K -$18.7K -41 -7%
FAT
2802
First American Trust
California
$232K -$87.9K -193 -27%
VR
2803
Valued Retirements
Texas
$232K – – –
RPCA
2804
Running Point Capital Advisors
California
$232K -$5.01K -11 -2%
CWM
2805
Cahaba Wealth Management
Georgia
$231K +$2.73K +6 +1%
AW
2806
Apricus Wealth
South Carolina
$231K +$239K +524 New
WA
2807
Wealthstream Advisors
New York
$231K +$16.4K +36 +7%
CAGAS
2808
Capital Advisory Group Advisory Services
Minnesota
$231K – – –
ACC
2809
Acorn Creek Capital
Colorado
$230K -$4.1K -9 -2%
WWP
2810
WR Wealth Planners
Missouri
$229K -$5.92K -13 -2%
FBB
2811
Fulton Breakefield Broenniman
Maryland
$229K +$456 +1 +0.2%
GSIS
2812
Global Strategic Investment Solutions
Arizona
$229K – – –
DPW
2813
DiNuzzo Private Wealth
Pennsylvania
$229K +$12.3K +27 +5%
MLA
2814
MB, Levis & Associates
Pennsylvania
$228K – – –
VI
2815
VanderPol Investments
Michigan
$228K +$236K +517 New
RWA
2816
Rooted Wealth Advisors
Illinois
$228K +$4.1K +9 +2%
PWP
2817
Precedent Wealth Partners
Texas
$227K +$1.82K +4 +0.8%
EIG
2818
Ellenbecker Investment Group
Wisconsin
$225K +$232K +510 New
ES
2819
Eagle Strategies
New York
$225K -$436K -957 -65%
AR
2820
Apeiron RIA
Texas
$225K +$1.37K +3 +0.6%
RGC
2821
Roberts, Glore & Co
Illinois
$224K – – –
PS
2822
Portfolio Strategies
New York
$224K +$456 +1 +0.2%
SW
2823
SMART Wealth
Nebraska
$224K +$231K +507 New
UAG
2824
United Advisor Group
Ohio
$223K +$231K +506 New
WCG
2825
Weaver Consulting Group
California
$223K -$87K -191 -27%
111 112
113
114 115