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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
3151
Avise Financial Cooperative
California
$225K +$259K +2,400 New
AWA
3152
Acorn Wealth Advisors
Michigan
$225K -$1.51K -14 -0.6%
MWM
3153
MinichMacGregor Wealth Management
New York
$224K -$217K -2,014 -55%
AWA
3154
A4 Wealth Advisors
North Carolina
$224K -$120K -1,113 -32%
BA
3155
Bellwether Advisors
Nebraska
$224K -$4.73M -43,846 -95%
CIA
3156
Cape Investment Advisory
Georgia
$223K +$54.9K +509 +27%
KW
3157
Keyvantage Wealth
Pennsylvania
$223K -$132K -1,220 -34%
IWS
3158
Integrity Wealth Solutions
Colorado
$223K – – –
TA
3159
Townsend & Associates
Colorado
$223K +$86.2K +800 +46%
TFO
3160
Tarbox Family Office
California
$222K +$21.6K +200 +9%
I
3161
InceptionR
California
$222K +$255K +2,369 New
JTWM
3162
Jackson Thornton Wealth Management
Alabama
$221K +$46.5K +431 +21%
LFS
3163
Littlejohn Financial Services
Oregon
$221K -$34.5K -320 -12%
OC
3164
Optima Capital
Oregon
$221K -$9.16K -85 -3%
AFG
3165
Altiora Financial Group
Ohio
$220K – – –
VCM
3166
Vines Capital Management
Louisiana
$219K +$252K +2,340 New
JFGLC
3167
Johnson Financial Group LLC (Colorado)
Colorado
$219K +$252K +2,336 New
SO
3168
Sierra Ocean
California
$218K -$3.23K -30 -1%
GPA
3169
Guerra Pan Advisors
New Jersey
$218K – – –
MWA
3170
Medallion Wealth Advisors
Connecticut
$218K +$48.5K +450 +24%
TM
3171
TigerOak Management
New Mexico
$218K +$251K +2,330 New
PHAM
3172
Palisades Hudson Asset Management
Florida
$218K – – –
SDWIA
3173
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$10.8K +100 +5%
TIAM2
3174
Tru Independence Asset Management 2
Oregon
$218K +$250K +2,320 New
HP
3175
Holistic Planning
Texas
$217K -$1.19K -11 -0.5%
125 126
127
128 129