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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
4426
Compass Financial Group (South Dakota)
South Dakota
$223K – – –
APW
4427
Axim Planning & Wealth
Ohio
$223K -$8.8K -15 -4%
FDS
4428
Freedom Day Solutions
Texas
$223K -$7.63K -13 -3%
WAN
4429
Wealth Advisors Northwest
Oregon
$223K +$224K +381 New
ICMM
4430
Integrated Capital Management (Michigan)
Michigan
$223K +$3.52K +6 +2%
WAG
4431
Wheelhouse Advisory Group
Missouri
$223K +$10.6K +18 +5%
AWM
4432
Able Wealth Management
New Jersey
$223K +$223K +380 New
SWM
4433
SpringVest Wealth Management
Texas
$223K +$223K +380 New
DAS
4434
DMKC Advisory Services
Iowa
$222K +$222K +379 New
TMWM
4435
Taylor & Morgan Wealth Management
Michigan
$221K -$5.87K -10 -3%
SA
4436
Scarborough Advisors
Maryland
$220K +$221K +376 New
BAM
4437
Burgundy Asset Management
Ontario, Canada
$220K – – –
MJP
4438
Michael J. Puzo
$220K – – –
FRA
4439
Front Row Advisors
California
$217K – – –
PFG
4440
Putney Financial Group
California
$216K +$217K +369 New
PFA
4441
Pinnacle Family Advisors
Missouri
$215K -$3.52K -6 -2%
TTWM
4442
TCV Trust & Wealth Management
Virginia
$214K – – –
PPG
4443
Peak Planning Group
Colorado
$213K +$214K +364 New
AM
4444
Atwater Malick
Pennsylvania
$213K +$214K +364 New
PFA
4445
Portland Financial Advisors
New York
$213K +$214K +364 New
GC
4446
Gibson Capital
Pennsylvania
$213K +$3.52K +6 +2%
BWS
4447
Buck Wealth Strategies
Colorado
$213K +$214K +364 New
RIA
4448
RPG Investment Advisory
California
$213K +$213K +363 New
BWM
4449
Brown Wealth Management
Illinois
$213K +$213K +363 New
ACA
4450
Anchor Capital Advisors
Massachusetts
$212K – – –
176 177
178
179 180