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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2751
FSM Wealth Advisors
Ohio
$231K +$226K +2,740 New
GWM
2752
GSB Wealth Management
Connecticut
$231K +$213K +2,590 New
IWP
2753
Invenio Wealth Partners
Florida
$231K +$213K +2,590 New
APWM
2754
Anchor Pointe Wealth Management
Missouri
$231K +$211K +2,560 New
MWP
2755
Madison Wealth Partners
Wisconsin
$230K +$212K +2,580 New
TWA
2756
Tandem Wealth Advisors
Arizona
$230K +$212K +2,580 New
PWM
2757
Puff Wealth Management
New Jersey
$229K +$212K +2,570 New
PIP
2758
Peachtree Investment Partners
Florida
$229K +$212K +2,570 New
LNB
2759
Ledyard National Bank
$228K -$37K -450 -15%
BCWM
2760
Bartlett & Co Wealth Management
Ohio
$228K -$9.88K -120 -4%
MFG
2761
Mosaic Financial Group
Illinois
$228K -$76.5K -930 -27%
SW
2762
StrongBox Wealth
Missouri
$227K -$123K -1,490 -37%
HBWM
2763
Hollow Brook Wealth Management
New York
$227K +$210K +2,550 New
HI
2764
Hudock Inc
Pennsylvania
$227K +$210K +2,550 New
RIG
2765
RiverFront Investment Group
Virginia
$227K +$210K +2,550 New
RCI
2766
RS Crum Inc
California
$227K +$210K +2,550 New
SO
2767
Sierra Ocean
California
$227K +$210K +2,550 New
SCM
2768
Stonebridge Capital Management
California
$227K +$210K +2,550 New
FAB
2769
First American Bank
Illinois
$226K +$209K +2,540 New
SBWIC
2770
Schaper Benz & Wise Investment Counsel
Wisconsin
$226K +$209K +2,540 New
FM
2771
Foster & Motley
Ohio
$226K +$208K +2,530 New
ICM
2772
Innovator Capital Management
Illinois
$226K +$208K +2,530 New
PMSA
2773
Patrick M. Sweeney & Associates
Illinois
$226K +$208K +2,530 New
KLCM
2774
KG&L Capital Management
Louisiana
$224K +$207K +2,510 New
LA
2775
Lifeworks Advisors
Michigan
$224K +$207K +2,510 New
109 110
111
112 113