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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
5001
CKW Financial Group
Hawaii
$183K – – –
PWA
5002
Principia Wealth Advisory
Texas
$174K +$104K +156 +144%
MIA
5003
MeadowBrook Investment Advisors
Michigan
$174K +$176K +264 New
P
5004
Palladiem
Pennsylvania
$170K +$170K +255 New
RBC
5005
Roble Belko & Company
Pennsylvania
$169K -$1.34K -2 -0.8%
BAM
5006
Bellevue Asset Management
Washington
$164K – – –
LAS
5007
Lloyd Advisory Services
Georgia
$163K -$542K -811 -77%
GFA
5008
Godfrey Financial Associates
New York
$163K +$165K +247 New
MWPCG
5009
Measured Wealth Private Client Group
New Hampshire
$163K -$27.4K -41 -14%
SR
5010
Syntax Research
Florida
$162K – – –
CRI
5011
Commonwealth Retirement Investments
Virginia
$160K -$379K -567 -70%
NWM
5012
Nova Wealth Management
Florida
$160K -$12K -18 -7%
JFG
5013
JDM Financial Group
Texas
$159K – – –
HIA
5014
HFM Investment Advisors
New Jersey
$157K +$63.4K +95 +66%
CCMI
5015
Creative Capital Management Investments
California
$156K +$11.4K +17 +8%
IWM
5016
IMG Wealth Management
Florida
$155K +$68.1K +102 +77%
SC
5017
Swan Capital
Florida
$154K -$83.5K -125 -35%
CFG
5018
Clayton Financial Group
Missouri
$152K +$79.5K +119 +106%
TBFA
5019
Three Bearings Fiduciary Advisors
New Hampshire
$152K +$142K +212 New
JGCM
5020
Joseph Group Capital Management
Ohio
$152K +$154K +230 New
KC
5021
Knuff & Co
California
$149K +$100K +150 +200%
IWP
5022
IAG Wealth Partners
Wisconsin
$147K -$33.4K -50 -18%
SA
5023
Seneschal Advisors
Washington
$146K -$668 -1 -0.5%
VWWMG
5024
Vermillion & White Wealth Management Group
Pennsylvania
$145K +$38.7K +58 +36%
PCR
5025
Potrero Capital Research
California
$144K +$146K +218 New
199 200
201
202 203