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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4251
MTM Investment Management
South Carolina
$446K – – –
EFG
4252
Elevated Financial Group
Indiana
$445K +$109K +179 +29%
CIA
4253
Citadel Investment Advisory
Ohio
$445K – – –
MA
4254
MKT Advisors
California
$444K +$5.5K +9 +1%
MWM
4255
Mascoma Wealth Management
New Hampshire
$443K -$66K -108 -12%
TA
4256
TPG Advisors
Illinois
$443K – – –
SWA
4257
Strata Wealth Advisors
Texas
$443K +$113K +184 +31%
W
4258
WorthPointe
California
$443K -$50.1K -82 -9%
TFA
4259
TPG Financial Advisors
Oregon
$443K -$1.22K -2 -0.3%
FNBTCON
4260
First National Bank & Trust Co of Newtown
Pennsylvania
$443K +$45.9K +75 +10%
SA
4261
SRH Advisors
Kansas
$442K +$73.4K +120 +18%
PAG
4262
Paladin Advisory Group
Iowa
$442K – – –
CFGA
4263
Cambridge Financial Group (Arizona)
Arizona
$442K – – –
SPAS
4264
Spectrum Planning & Advisory Services
California
$441K -$56.3K -92 -11%
HIS
4265
Harvest Investment Services
Illinois
$439K -$155K -254 -25%
CWI
4266
Conscious Wealth Investments
Florida
$437K +$70.9K +116 +21%
MLFP
4267
MPS Loria Financial Planners
Illinois
$437K – – –
CFG
4268
Copley Financial Group
California
$436K -$42.2K -69 -8%
AC
4269
AWM Capital
Arizona
$436K +$147K +240 +45%
IW
4270
Imprint Wealth
South Carolina
$435K +$1.22K +2 +0.3%
SIP
4271
Snowwater Investment Partners
Connecticut
$435K +$45.3K +74 +11%
EP
4272
Essential Partners
California
$435K +$67.9K +111 +17%
SFG
4273
Sunburst Financial Group
Alabama
$434K +$37.9K +62 +9%
M
4274
MYeCFO
California
$433K – – –
WA
4275
Winter & Associates
Minnesota
$433K – – –
169 170
171
172 173