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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2726
EPIQ Partners
Minnesota
$378K – – –
MIA
2727
MainStreet Investment Advisors
Illinois
$377K -$951K -3,532 -73%
GC
2728
Globeflex Capital
California
$377K – – –
CA
2729
Crumly & Associates
Illinois
$377K +$50.1K +186 +17%
MCG
2730
MACRO Consulting Group
New Jersey
$377K +$52.8K +196 +18%
DE
2731
Day & Ennis
Georgia
$376K – – –
CC
2732
Callan Capital
California
$376K +$23.2K +86 +7%
MWM
2733
Mattern Wealth Management
Kansas
$375K -$4.58K -17 -1%
PFA
2734
Pathway Financial Advisors
Vermont
$375K – – –
MFS
2735
Madrona Financial Services
Washington
$373K +$48.7K +181 +17%
WDG
2736
Wealth Dimensions Group
Ohio
$373K +$84K +312 +33%
RCA
2737
Ranch Capital Advisors
Florida
$372K -$17.5K -65 -5%
TCMP
2738
Thrive Capital Management (Pennsylvania)
Pennsylvania
$371K +$112K +417 +49%
CT
2739
Caldwell Trust
Florida
$371K – – –
WIA
2740
World Investment Advisors
California
$369K +$31.8K +118 +11%
WAOI
2741
Wealth Advisors of Iowa
Iowa
$369K +$40.4K +150 +14%
JWA
2742
JFS Wealth Advisors
Pennsylvania
$368K -$53.9K -200 -14%
LAM
2743
LifePro Asset Management
California
$368K +$8.35K +31 +3%
CICI
2744
Capital Investment Counsel Inc
North Carolina
$368K +$24.5K +91 +8%
AWMG
2745
Alliance Wealth Management Group
New Jersey
$367K -$3.77K -14 -1%
WW
2746
Waterfront Wealth
Kansas
$367K – – –
DP
2747
DDD Partners
Washington
$366K +$1.08K +4 +0.3%
TFGT
2748
TS Financial Group (TSFG)
Illinois
$365K -$67.3K -250 -17%
DCM
2749
Donaldson Capital Management
Indiana
$365K +$21.5K +80 +7%
APC
2750
Aspire Private Capital
North Carolina
$365K +$137K +509 +70%
108 109
110
111 112