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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2801
Sargent Investment Group
Maryland
$224K +$179K +1,052 New
S
2802
SimplyRich
California
$224K +$180K +1,059 New
TIA
2803
Trust Investment Advisors
Indiana
$223K +$180K +1,054 New
PH
2804
Pinnacle Holdings
Oklahoma
$223K +$179K +1,052 New
PRS
2805
Pinkerton Retirement Specialists
Idaho
$223K +$179K +1,050 New
RWA
2806
Rooted Wealth Advisors
Illinois
$222K +$171K +1,004 New
GCAC
2807
Guardian Capital Advisors (Canada)
Ontario, Canada
$222K +$177K +1,037 New
BCM
2808
Bienville Capital Management
New York
$221K +$178K +1,044 New
NCM
2809
Nelson Capital Management
California
$221K +$178K +1,043 New
MFC
2810
Morris Financial Concepts
South Carolina
$221K +$178K +1,043 New
CBTWT
2811
Community Bank & Trust (Waco, Texas)
Texas
$221K +$178K +1,043 New
PRWA
2812
Platte River Wealth Advisors
Colorado
$221K +$177K +1,041 New
CPA
2813
Court Place Advisors
Maryland
$220K +$177K +1,040 New
ACA
2814
Aspire Capital Advisors
Washington
$219K +$176K +1,035 New
RB
2815
Rodgers Brothers
Pennsylvania
$219K +$176K +1,035 New
TIM
2816
Tortoise Investment Management
New York
$219K – – –
MFG
2817
Midwest Financial Group
Kansas
$219K +$176K +1,034 New
ES
2818
Eagle Strategies
New York
$219K +$176K +1,032 New
AWM
2819
Aspire Wealth Management
Massachusetts
$219K +$176K +1,031 New
CAM
2820
Clark Asset Management
New Hampshire
$218K +$175K +1,030 New
MFS
2821
Madrona Financial Services
Washington
$218K +$175K +1,030 New
SIM
2822
Stratos Investment Management
Ohio
$218K +$175K +1,030 New
IF
2823
IRON Financial
Illinois
$218K +$175K +1,028 New
B
2824
Bridgeworth
Alabama
$218K +$175K +1,028 New
T
2825
TCWP
Ohio
$218K -$444K -2,607 -72%
111 112
113
114 115