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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
4401
Sunstone Asset Management
New York
$2.18M +$418K +1,000 +20%
OIS
4402
OneAscent Investment Solutions
Alabama
$2.18M +$169K +404 +7%
EFP
4403
Elser Financial Planning
Indiana
$2.18M -$33.9K -81 -1%
MAG
4404
M3 Advisory Group
Massachusetts
$2.18M -$50.6K -121 -2%
WG
4405
Warner Group
Connecticut
$2.18M +$75.3K +180 +3%
MSWMA
4406
Market Street Wealth Management Advisors
Indiana
$2.18M +$11.3K +27 +0.5%
EHWM
4407
Eads & Heald Wealth Management
Georgia
$2.17M -$23K -55 -0.9%
SI
4408
Stonekeep Investments
New Mexico
$2.17M +$182K +436 +8%
CSWG
4409
Cardinal Strategic Wealth Guidance
Kentucky
$2.17M -$271K -647 -10%
WPW
4410
Watershed Private Wealth
Illinois
$2.17M -$712K -1,701 -22%
KPWG
4411
KFA Private Wealth Group
Virginia
$2.17M -$687K -1,641 -22%
RCI
4412
RS Crum Inc
California
$2.16M +$38.1K +91 +2%
SFB
4413
STAR Financial Bank
Indiana
$2.16M -$121K -289 -5%
ADBIC
4414
A.D. Beadell Investment Counsel
Wisconsin
$2.16M +$36.4K +87 +2%
CPWL
4415
Coquina Private Wealth LLC
Florida
$2.16M +$81.2K +194 +3%
4A
4416
4Wealth Advisors
Illinois
$2.16M +$252K +603 +11%
C1AG
4417
Client 1st Advisory Group
Florida
$2.15M +$139K +332 +6%
DWS
4418
Discipline Wealth Solutions
South Carolina
$2.15M +$264K +630 +12%
KOMWMG
4419
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.15M -$29.7K -71 -1%
M1FG
4420
Mach-1 Financial Group
Arkansas
$2.15M -$6.84M -16,335 -74%
ORG
4421
Optimist Retirement Group
Washington
$2.15M – – –
PC
4422
Prairiewood Capital
North Dakota
$2.14M +$690K +1,648 +40%
SWM
4423
Selective Wealth Management
Virginia
$2.14M +$79.1K +189 +4%
CA
4424
Claris Advisors
Missouri
$2.14M -$381K -910 -14%
LI
4425
LVZ Inc
Michigan
$2.14M +$273K +652 +13%
175 176
177
178 179