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Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
3051
Elser Financial Planning
Indiana
$245K +$241K +466 New
RWA
3052
Rooted Wealth Advisors
Illinois
$245K -$4.14K -8 -2%
BFIC
3053
Bedell Frazier Investment Counselling
California
$245K – – –
MWM
3054
Mattern Wealth Management
Kansas
$245K – – –
WF
3055
Whelan Financial
California
$244K +$240K +464 New
SSW
3056
Smith Shellnut Wilson
Mississippi
$244K +$17.6K +34 +8%
GCA
3057
Greenwood Capital Associates
South Carolina
$244K -$48.7K -94 -17%
CPSC
3058
Carl P. Sherr & Co
Massachusetts
$244K – – –
PFG
3059
Prospect Financial Group
Virginia
$243K +$239K +461 New
WIM
3060
Warwick Investment Management
Texas
$242K -$5.7K -11 -2%
BONH
3061
Bank of New Hampshire
New Hampshire
$242K – – –
EWA
3062
Evolution Wealth Advisors
Florida
$242K – – –
BSTWA
3063
Blake Schutter Theil Wealth Advisors
Ohio
$242K -$427K -825 -64%
HPIA
3064
Hamilton Point Investment Advisors
North Carolina
$242K +$12.9K +25 +6%
WCP
3065
Wick Capital Partners
Pennsylvania
$242K +$238K +459 New
CAS
3066
Coppell Advisory Solutions
Texas
$241K +$164K +317 +225%
CIA
3067
Cladis Investment Advisory
Montana
$241K – – –
GWM
3068
Greenwich Wealth Management
Connecticut
$241K +$2.07K +4 +0.9%
RFG
3069
REAP Financial Group
Texas
$241K -$15K -29 -6%
CWA
3070
Carolina Wealth Advisors
South Carolina
$240K -$138K -267 -37%
CASB
3071
Cape Ann Savings Bank
Massachusetts
$240K -$67.3K -130 -22%
CNBTD
3072
Citizens National Bank Trust Department
Mississippi
$240K – – –
SC
3073
Seldon Capital
California
$239K – – –
HA
3074
Helium Advisors
Washington
$239K +$235K +454 New
PCFFS
3075
Pacific Center for Financial Services
California
$238K – – –
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