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Name Holding Trade Value Shares
Change 		Change in
Stake
JPT
4451
Jordan Park Trust
New Hampshire
$300K -$6.18K -10 -2%
HOWA
4452
Heritage Oak Wealth Advisors
Florida
$300K +$6.18K +10 +3%
MSFP
4453
Mark Sheptoff Financial Planning
Connecticut
$300K +$6.8K +11 +3%
PWM
4454
PMG Wealth Management
Illinois
$299K +$6.18K +10 +3%
IAA
4455
Ironsides Asset Advisors
North Carolina
$298K – – –
RWA
4456
Resolute Wealth Advisor
Ohio
$298K +$322K +521 New
W
4457
WPWealth
Texas
$297K -$4.94K -8 -2%
UCI
4458
Uncommon Cents Investing
Wisconsin
$297K – – –
AMG
4459
Advisors Management Group
Wisconsin
$297K -$4.94K -8 -2%
PFM
4460
Patton Fund Management
Texas
$297K -$3.51M -5,686 -93%
CIAS
4461
CBIZ Investment Advisory Services
Ohio
$297K +$11.7K +19 +5%
FA
4462
Faithward Advisors
Pennsylvania
$297K +$248K +402 New
RCM
4463
Requisite Capital Management
Texas
$297K +$248K +402 New
HWM
4464
HRC Wealth Management
Idaho
$296K – – –
IPW
4465
IronBridge Private Wealth
Texas
$296K -$79.1K -128 -24%
SPW
4466
Sonoma Private Wealth
California
$296K +$248K +401 New
IP
4467
Investment Partners
Ohio
$296K -$6.18K -10 -2%
OL
4468
Owen LaRue
Kentucky
$295K +$5.56K +9 +2%
IFPG
4469
Intrepid Financial Planning Group
Indiana
$295K – – –
HFF
4470
Halter Ferguson Financial
Indiana
$295K +$11.1K +18 +5%
CFGSD
4471
Compass Financial Group (South Dakota)
South Dakota
$295K -$4.33K -7 -2%
IRC
4472
Investors Research Corp
Georgia
$295K +$61.2K +99 +33%
BAMG
4473
Brand Asset Management Group
Missouri
$294K -$15.4K -25 -6%
CCA
4474
Cottonwood Capital Advisors
Utah
$293K +$245K +397 New
IJWM
4475
Inman Jager Wealth Management
Mississippi
$292K +$5.56K +9 +2%
177 178
179
180 181