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Name Holding Trade Value Shares
Change 		Change in
Stake
SR
3151
Syntax Research
Florida
$234K – – –
EA
3152
Eclectic Associates
California
$234K +$198K +1,750 New
RF
3153
Roxbury Financial
New Jersey
$233K +$40.7K +360 +26%
MSWM
3154
Mowery & Schoenfeld Wealth Management
Illinois
$233K +$111K +980 +129%
CPL
3155
CAP Partners LLC
Tennessee
$233K +$197K +1,740 New
DA
3156
Detalus Advisors
Missouri
$233K +$197K +1,740 New
JAFL
3157
Jay A. Fishman Ltd
Michigan
$233K +$197K +1,740 New
SSWM
3158
Strait & Sound Wealth Management
California
$233K +$197K +1,740 New
AWA
3159
ARQ Wealth Advisors
Arizona
$232K – – –
WLPWM
3160
Walled Lake Planning & Wealth Management
Illinois
$232K +$196K +1,730 New
NRD
3161
Nebula Research & Development
New York
$232K -$979K -8,660 -83%
IFPG
3162
Intrepid Financial Planning Group
Indiana
$232K -$170K -1,500 -46%
GVCM
3163
Global View Capital Management
Wisconsin
$232K +$196K +1,730 New
LIA
3164
LifePlan Investment Advisors
North Carolina
$232K +$196K +1,730 New
ACM
3165
Aspen Capital Management
Idaho
$230K +$194K +1,720 New
KAM
3166
KEB Asset Management
Illinois
$230K +$194K +1,720 New
PSC
3167
Portman Square Capital
United Kingdom
$230K +$194K +1,720 New
RPGNY
3168
Retirement Planning Group (New York)
New York
$230K +$194K +1,720 New
TRIA
3169
Trail Ridge Investment Advisors
Colorado
$230K +$224K +1,980 New
IP
3170
Investment Partners
Ohio
$229K +$193K +1,710 New
LBC
3171
Leigh Baldwin & Co
New York
$229K +$193K +1,710 New
GCM
3172
Gladius Capital Management
Illinois
$228K -$1.54M -13,620 -89%
MPM
3173
Meritage Portfolio Management
Kansas
$228K +$192K +1,700 New
TIA
3174
Trust Investment Advisors
Indiana
$228K +$192K +1,700 New
GB
3175
Goepper Burkhardt
South Carolina
$226K +$191K +1,690 New
125 126
127
128 129