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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2801
Barings
North Carolina
$380K +$21.5K +190 +7%
HA
2802
Helium Advisors
Washington
$380K +$22.6K +200 +8%
FMP
2803
Financial Management Professionals
Texas
$379K -$9.04K -80 -3%
PCM
2804
Payne Capital Management
New York
$379K – – –
SCM
2805
Stonehearth Capital Management
Massachusetts
$379K – – –
CWM
2806
C2C Wealth Management
Arizona
$378K – – –
CIA
2807
Caerus Investment Advisors
Texas
$376K – – –
TA
2808
TFG Advisers
Michigan
$376K +$3.39K +30 +1%
IAS
2809
Investment Advisory Services
Texas
$375K -$12.4K -110 -4%
ATI
2810
Act Two Investors
California
$375K – – –
SPWG
2811
Sage Private Wealth Group
Illinois
$374K -$84.8K -750 -21%
GGI
2812
GPM Growth Investors
Michigan
$374K -$1.13K -10 -0.4%
BTWM
2813
Brass Tax Wealth Management
Ohio
$374K +$37.3K +330 +13%
NFP
2814
Narus Financial Partners
Utah
$374K +$315K +2,790 New
AFP
2815
Alpha Financial Partners
Kentucky
$374K -$29.4K -260 -9%
TWP
2816
Triad Wealth Partners
Kansas
$372K +$314K +2,780 New
RCI
2817
RS Crum Inc
California
$372K +$22.6K +200 +8%
ODIJL
2818
One Day In July LLC
Vermont
$372K +$10.2K +90 +3%
CL
2819
CVFG LLC
Indiana
$372K +$314K +2,780 New
SFWC
2820
Strategic Family Wealth Counselors
New Jersey
$371K +$313K +2,770 New
GWM
2821
GSB Wealth Management
Connecticut
$371K – – –
EA
2822
Echo45 Advisors
California
$370K -$5.65K -50 -2%
FC
2823
FCA Corp
Texas
$370K – – –
EFA
2824
Evernest Financial Advisors
Indiana
$370K +$312K +2,760 New
MWM
2825
Melfa Wealth Management
Massachusetts
$368K – – –
111 112
113
114 115