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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3926
Summit Financial Strategies
Ohio
$207K -$129K -265 -39%
SWM
3927
Sugarloaf Wealth Management
Georgia
$207K -$48.1K -99 -19%
AFM
3928
Armstrong Fleming & Moore
District of Columbia
$207K +$199K +410 New
CIC
3929
Cutler Investment Counsel
Oregon
$206K +$199K +409 New
WW
3930
Waterfront Wealth
Kansas
$206K +$199K +409 New
IMA
3931
Investment Management Associates
Colorado
$206K -$52K -107 -21%
AC
3932
AWM Capital
Arizona
$205K +$198K +407 New
HFF
3933
Halter Ferguson Financial
Indiana
$205K -$248K -510 -56%
CSI
3934
Cross Staff Investments
New York
$205K +$198K +407 New
MPCG
3935
Matrix Private Capital Group
New York
$205K +$198K +407 New
MWA
3936
MFA Wealth Advisors
Pennsylvania
$205K +$198K +407 New
MA
3937
Mosaic Advisors
Texas
$205K +$197K +406 New
WHAM
3938
Windmill Hill Asset Management
United Kingdom
$204K +$197K +405 New
WCM
3939
Winthrop Capital Management
Indiana
$204K +$47.6K +98 +32%
APW
3940
Axim Planning & Wealth
Ohio
$203K +$196K +403 New
KL
3941
KWMG LLC
Kansas
$203K +$196K +403 New
UCI
3942
Uncommon Cents Investing
Wisconsin
$203K +$196K +403 New
SFG
3943
Sunburst Financial Group
Alabama
$203K +$195K +402 New
IWP
3944
Innova Wealth Partners
Pennsylvania
$203K +$195K +402 New
BA
3945
Bellwether Advisors
Nebraska
$202K -$1.07M -2,198 -85%
PWC
3946
PYA Waltman Capital
Tennessee
$202K +$195K +401 New
SCA
3947
Southern Capital Advisors
Tennessee
$202K -$54.4K -112 -22%
A
3948
AlphaQuest
New York
$202K -$329K -676 -63%
UID
3949
Union Investments & Development
Israel
$202K -$243K -500 -56%
ATC
3950
Advantage Trust Company
Kansas
$202K – – –
156 157
158
159 160