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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
4251
Intelligence Driven Advisers
California
$592K – – –
CIS
4252
Continental Investors Services
Washington
$591K +$240 +1 +0%
PWS
4253
Precision Wealth Strategies
Missouri
$591K -$499K -2,078 -46%
ES
4254
ETF Store
Kansas
$590K -$34.1K -142 -6%
ST
4255
Sageworth Trust
Pennsylvania
$588K – – –
CCA
4256
Covey Capital Advisors
Georgia
$588K – – –
EWM
4257
Endowment Wealth Management
Wisconsin
$587K +$1.44K +6 +0.2%
TAIM
4258
TD Ameritrade Investment Management
Nebraska
$584K -$253K -1,053 -30%
SW
4259
SMART Wealth
Nebraska
$578K +$579K +2,412 New
HFW
4260
Horizon Family Wealth
Illinois
$578K +$2.4K +10 +0.4%
EW
4261
Element Wealth
Mississippi
$577K -$21.4K -89 -4%
DA
4262
Drake & Associates
Wisconsin
$574K +$207K +862 +56%
KFSC
4263
Keystone Financial Services (Colorado)
Colorado
$574K +$32.9K +137 +6%
CM
4264
Columbus Macro
Pennsylvania
$573K +$49.4K +206 +9%
MIAS
4265
Mason Investment Advisory Services
Virginia
$573K -$40.1K -167 -7%
AI
4266
ArchPoint Investors
Florida
$571K +$83K +346 +17%
MIM
4267
Martin Investment Management
Florida
$571K – – –
FRM
4268
Fox Run Management
Connecticut
$569K -$202K -843 -26%
CFC
4269
Coyle Financial Counsel
Illinois
$569K +$25.2K +105 +5%
LI
4270
LVZ Inc
Michigan
$568K +$76.8K +320 +16%
BG
4271
Benedetti & Gucer
Georgia
$567K +$31.2K +130 +6%
AW
4272
Avion Wealth
Texas
$565K – – –
UWM
4273
USAdvisors Wealth Management
Minnesota
$564K -$6.24K -26 -1%
AL
4274
Arnhold LLC
New York
$564K – – –
PSF
4275
Pacific Sun Financial
California
$563K -$514K -2,140 -48%
169 170
171
172 173