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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
4401
Targeted Financial Services
Florida
$382K – – –
E
4402
Evansbrook
Illinois
$382K +$135K +210 +46%
SI
4403
Stirlingshire Investments
New York
$382K -$25K -39 -6%
ACGA
4404
Atlanta Consulting Group Advisors
Georgia
$382K -$615K -960 -59%
MIM
4405
Macroview Investment Management
Maryland
$381K +$42.3K +66 +11%
LBC
4406
Lane Brothers & Co
Arizona
$381K +$5.13K +8 +1%
RK
4407
Rather & Kittrell
Tennessee
$381K -$51.3K -80 -11%
SA
4408
SRH Advisors
Kansas
$381K +$28.8K +45 +7%
SIA
4409
Serenity Investment Advisors
Illinois
$380K -$45.5K -71 -10%
WWP
4410
Wise Wealth Partners
Arizona
$380K – – –
AFA
4411
Avant Financial Advisors
Texas
$379K -$28.8K -45 -6%
API
4412
Asset Planning Inc
California
$379K – – –
LCG
4413
Lynx Capital Group
Ohio
$379K -$7.69K -12 -2%
EP
4414
Essential Partners
California
$378K -$9.61K -15 -2%
CWI
4415
Conscious Wealth Investments
Florida
$378K +$361K +563 New
WFPG
4416
Waller Financial Planning Group
Ohio
$378K +$641 +1 +0.2%
PWM
4417
Positano Wealth Management
$377K -$12.2K -19 -3%
GCGM
4418
General Catalyst Group Management
Massachusetts
$376K +$422K +658 New
CS
4419
Crescent Sterling
Louisiana
$376K +$183K +286 +77%
MFP
4420
Meramec Financial Planners
Missouri
$376K – – –
KA
4421
KDT Advisors
New York
$375K -$461K -720 -52%
AG
4422
Advocate Group
Minnesota
$375K – – –
GC
4423
Guidance Capital
Kentucky
$375K +$193K +301 +94%
DWM
4424
DKM Wealth Management
California
$374K – – –
SWIM
4425
Smallwood Wealth Investment Management
New Jersey
$374K +$6.41K +10 +2%
175 176
177
178 179