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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
3301
Curio Wealth
Maryland
$118K -$122K -224 -100%
EWP
3302
Elevation Wealth Partners
California
$115K – – –
EA
3303
Evolution Advisers
Virginia
$112K – – –
RDFA
3304
Ritter Daniher Financial Advisory
Ohio
$111K -$11.4K -21 -9%
FC
3305
Fairscale Capital
New Hampshire
$111K – – –
BSB
3306
Bangor Savings Bank
Maine
$110K – – –
F1I
3307
Fund 1 Investments
Puerto Rico
$110K -$231K -425 -68%
RWS
3308
Retirement Wealth Solutions
Wisconsin
$108K -$12K -22 -10%
T
3309
Tidemark
California
$108K +$28.3K +52 +36%
PP
3310
PFS Partners
New Jersey
$105K – – –
IRC
3311
Investors Research Corp
Georgia
$105K – – –
TCM
3312
TruNorth Capital Management
Michigan
$104K +$103K +190 New
SWIM
3313
Smallwood Wealth Investment Management
New Jersey
$104K +$103K +189 New
DCM
3314
Davis Capital Management
Florida
$103K – – –
OPTFSNA
3315
Old Point Trust & Financial Services N A
Virginia
$101K – – –
ACM
3316
Anfield Capital Management
California
$100K -$1.63K -3 -2%
JGIA
3317
Jackson Grant Investment Advisers
Connecticut
$100K – – –
PC
3318
Promus Capital
Illinois
$99.8K – – –
BA
3319
Bellwether Advisors
Nebraska
$99.2K – – –
BOJHT
3320
Bank of Jackson Hole Trust
Wyoming
$97.4K – – –
VC
3321
Vestor Capital
Illinois
$97K -$2.72K -5 -3%
KWM
3322
Kiker Wealth Management
Georgia
$95.9K +$95.3K +175 New
RWM
3323
Raffa Wealth Management
District of Columbia
$95.4K -$7.62K -14 -7%
BIM
3324
Breakwater Investment Management
Washington
$93.2K – – –
GC
3325
Garde Capital
Washington
$90.3K +$89.8K +165 New
131 132
133
134 135