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Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
2751
Freed Investment Group
Massachusetts
$322K +$323K +1,179 New
BZWA
2752
Blue Zone Wealth Advisors
California
$321K – – –
FPFS
2753
First Personal Financial Services
North Carolina
$321K +$17.5K +64 +6%
BFG
2754
Berger Financial Group
Minnesota
$320K +$321K +1,170 New
WDL
2755
Well Done LLC
Michigan
$319K -$46.1K -168 -13%
JFA
2756
JNBA Financial Advisors
Minnesota
$319K -$4.93K -18 -2%
HKIM
2757
Hayek Kallen Investment Management
Alabama
$319K – – –
CCP
2758
Clarkston Capital Partners
Michigan
$319K +$110K +401 +52%
CF
2759
Corrigan Financial
Rhode Island
$318K – – –
CICI
2760
Capital Investment Counsel Inc
North Carolina
$317K -$302K -1,100 -49%
DCM
2761
Donaldson Capital Management
Indiana
$317K -$103K -375 -24%
CAL
2762
Capital Advisors Ltd
Ohio
$316K – – –
WAAG
2763
Wealth Alliance Advisory Group
Kansas
$316K +$72.9K +266 +30%
BMWM
2764
Brown Miller Wealth Management
Virginia
$315K +$316K +1,154 New
DP
2765
Dearborn Partners
Illinois
$314K – – –
HFS
2766
Howard Financial Services
Texas
$314K +$274 +1 +0.1%
PB
2767
Pinnacle Bancorp
Nebraska
$312K – – –
TC
2768
TAP Consulting
Missouri
$312K +$2.19K +8 +0.7%
OGF
2769
Orin Green Financial
California
$312K +$313K +1,141 New
LWMG
2770
Levy Wealth Management Group
Pennsylvania
$312K +$313K +1,142 New
GG
2771
GenWealth Group
New Jersey
$311K – – –
ARG
2772
Advisory Resource Group
Oklahoma
$310K +$13.7K +50 +5%
CWM
2773
Cedar Wealth Management
California
$309K +$18.4K +67 +6%
CMO
2774
Covenant Multifamily Offices
Texas
$309K +$68K +248 +28%
VIM
2775
Vista Investment Management
Pennsylvania
$308K -$13.4K -49 -4%
109 110
111
112 113