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Name Holding Trade Value Shares
Change 		Change in
Stake
FB
3326
First Bancorp
Maine
$217K – – –
RPGK
3327
Retirement Planning Group (Kansas)
Kansas
$217K – – –
AAM
3328
Autus Asset Management
Arizona
$217K +$11K +33 +5%
BMWM
3329
Brown Miller Wealth Management
Virginia
$217K +$17.6K +53 +9%
MC
3330
Matisse Capital
Oregon
$217K +$214K +646 New
OWA
3331
Outlook Wealth Advisors
Texas
$216K -$660K -1,988 -76%
FAN
3332
Financial Advisors Network
California
$216K -$95.3K -287 -31%
RRCM
3333
Rappaport Reiches Capital Management
Illinois
$215K -$35.2K -106 -14%
AWM
3334
Aprio Wealth Management
Georgia
$215K – – –
HFG
3335
Heron Financial Group
New York
$215K +$223K +673 New
ST
3336
Sabal Trust
Florida
$214K -$47.1K -142 -18%
WFPG
3337
Waller Financial Planning Group
Ohio
$214K – – –
ACM
3338
Anfield Capital Management
California
$214K +$211K +636 New
PAM
3339
Private Asset Management
California
$213K -$32.9K -99 -14%
RCM
3340
Radnor Capital Management
Pennsylvania
$213K +$210K +632 New
CWM
3341
Cordatus Wealth Management
Pennsylvania
$212K -$2.65M -7,978 -93%
BI
3342
Ballast Inc
Kentucky
$212K +$210K +632 New
SFP
3343
Strategic Financial Planning
Texas
$211K – – –
SFS
3344
Searcy Financial Services
Kansas
$211K +$208K +626 New
MAG
3345
Mayfair Advisory Group
Alabama
$210K -$18.9K -57 -8%
AW
3346
Avion Wealth
Texas
$210K -$5.31K -16 -3%
TCOK
3347
Trust Company of Kansas
Kansas
$210K +$664 +2 +0.3%
TC
3348
Tenret Company
Florida
$209K – – –
TIA
3349
Tandem Investment Advisors
South Carolina
$208K -$8.3K -25 -4%
AOG
3350
Alpha Omega Group
Virginia
$208K – – –
132 133
134
135 136