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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
4401
KDT Advisors
New York
$370K – – –
CWM
4402
Challenger Wealth Management
California
$369K +$40.4K +66 +11%
WWC
4403
Waypoint Wealth Counsel
Georgia
$368K -$337K -551 -46%
HWA
4404
Hilltop Wealth Advisors
North Carolina
$368K +$45.9K +75 +13%
OFG
4405
OmniStar Financial Group
North Carolina
$367K +$25.1K +41 +7%
EP
4406
Elkhorn Partners
Nebraska
$366K -$30.6K -50 -7%
RFS
4407
RM Financial Services
Maine
$366K – – –
OPWM
4408
Oakwell Private Wealth Management
Texas
$364K -$1.17M -1,912 -75%
SFG
4409
Shum Financial Group
California
$364K +$63K +103 +19%
DCBT
4410
Dakota Community Bank & Trust
North Dakota
$364K +$7.34K +12 +2%
PJWM
4411
Philip James Wealth Mangement
Georgia
$364K -$94.8K -155 -19%
JCIA
4412
Jackson Creek Investment Advisors
Colorado
$361K -$128K -210 -24%
GHI
4413
Gross & Hartman Investments
Pennsylvania
$361K -$109K -179 -22%
WGAM
4414
Wilkinson Global Asset Management
New York
$361K -$3.06K -5 -0.8%
MA
4415
Macro Advisors
Pennsylvania
$360K +$39.7K +65 +11%
SGWM
4416
Sterling Group Wealth Management
California
$359K -$99.1K -162 -20%
OAG
4417
Oakmont Advisory Group
New Mexico
$359K +$390K +638 New
MIM
4418
Montgomery Investment Management
Maryland
$359K +$611 +1 +0.2%
KFS
4419
Krane Financial Solutions
California
$358K -$66K -108 -15%
WTFG
4420
Wood Tarver Financial Group
Idaho
$358K +$64.8K +106 +20%
OS
4421
Objectivity Squared
South Carolina
$357K – – –
CAP
4422
Cordoba Advisory Partners
New York
$357K +$388K +634 New
DF
4423
DecisionPoint Financial
Arizona
$357K +$7.95K +13 +2%
SWM
4424
Steelhead Wealth Management
Virginia
$357K +$91.1K +149 +31%
DI
4425
Decision Investments
California
$357K -$120K -196 -24%
175 176
177
178 179