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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3151
Cape Investment Advisory
Georgia
$223K +$54.9K +509 +27%
KW
3152
Keyvantage Wealth
Pennsylvania
$223K -$132K -1,220 -34%
IWS
3153
Integrity Wealth Solutions
Colorado
$223K – – –
TA
3154
Townsend & Associates
Colorado
$223K +$86.2K +800 +46%
TFO
3155
Tarbox Family Office
California
$222K +$21.6K +200 +9%
I
3156
InceptionR
California
$222K +$255K +2,369 New
JTWM
3157
Jackson Thornton Wealth Management
Alabama
$221K +$46.5K +431 +21%
LFS
3158
Littlejohn Financial Services
Oregon
$221K -$34.5K -320 -12%
OC
3159
Optima Capital
Oregon
$221K -$9.16K -85 -3%
AFG
3160
Altiora Financial Group
Ohio
$220K – – –
VCM
3161
Vines Capital Management
Louisiana
$219K +$252K +2,340 New
JFGLC
3162
Johnson Financial Group LLC (Colorado)
Colorado
$219K +$252K +2,336 New
SO
3163
Sierra Ocean
California
$218K -$3.23K -30 -1%
GPA
3164
Guerra Pan Advisors
New Jersey
$218K – – –
MWA
3165
Medallion Wealth Advisors
Connecticut
$218K +$48.5K +450 +24%
TM
3166
TigerOak Management
New Mexico
$218K +$251K +2,330 New
PHAM
3167
Palisades Hudson Asset Management
Florida
$218K – – –
SDWIA
3168
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$10.8K +100 +5%
TIAM2
3169
Tru Independence Asset Management 2
Oregon
$218K +$250K +2,320 New
HP
3170
Holistic Planning
Texas
$217K -$1.19K -11 -0.5%
MCA
3171
McGuire Capital Advisors
Oklahoma
$217K +$250K +2,318 New
CCA
3172
Conservest Capital Advisors
Pennsylvania
$217K -$8.19K -76 -3%
HPC
3173
Hobart Private Capital
North Carolina
$217K -$552K -5,117 -69%
P
3174
Palladiem
Pennsylvania
$217K +$249K +2,310 New
TF
3175
TLWM Financial
Texas
$217K +$249K +2,310 New
125 126
127
128 129