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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4526
Cypress Capital Advisors
Tennessee
$301K +$18.6K +25 +6%
HDIM
4527
Hanson & Doremus Investment Management
Vermont
$301K +$42.4K +57 +16%
VMMC
4528
V.M. Manning & Co
South Carolina
$300K – – –
NBWM
4529
North Berkeley Wealth Management
California
$300K – – –
JWM
4530
JFG Wealth Management
Colorado
$299K +$303K +407 New
LFA
4531
LifeGuide Financial Advisors
Pennsylvania
$298K – – –
MSFP
4532
Mark Sheptoff Financial Planning
Connecticut
$298K – – –
AR
4533
Apeiron RIA
Texas
$298K +$310K +416 New
DFG
4534
Demars Financial Group
Washington
$298K +$301K +405 New
UCI
4535
Uncommon Cents Investing
Wisconsin
$297K +$1.49K +2 +0.5%
IAA
4536
Ironsides Asset Advisors
North Carolina
$297K – – –
SCA
4537
Sulzberger Capital Advisors
Florida
$296K +$64K +86 +27%
CWP
4538
Corepath Wealth Partners
Arizona
$296K +$11.9K +16 +4%
FWM
4539
Forza Wealth Management
Florida
$295K +$11.2K +15 +4%
PFM
4540
Patton Fund Management
Texas
$295K – – –
BWS
4541
BCR Wealth Strategies
Alabama
$295K -$85.6K -115 -22%
HWM
4542
HRC Wealth Management
Idaho
$295K – – –
IPW
4543
IronBridge Private Wealth
Texas
$294K – – –
HOWA
4544
Heritage Oak Wealth Advisors
Florida
$294K -$3.72K -5 -1%
SPW
4545
Sonoma Private Wealth
California
$294K – – –
HFF
4546
Halter Ferguson Financial
Indiana
$294K – – –
IFPG
4547
Intrepid Financial Planning Group
Indiana
$294K – – –
BG
4548
Bellevue Group
Switzerland
$294K +$298K +400 New
MWA
4549
Miller Wealth Advisors
Colorado
$294K +$298K +400 New
CFGSD
4550
Compass Financial Group (South Dakota)
South Dakota
$293K – – –
180 181
182
183 184