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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2201
JSF Financial
California
$216K +$200K +3,550 New
GWM
2202
Gitterman Wealth Management
New Jersey
$215K +$200K +3,540 New
QCIG
2203
Quad-Cities Investment Group
Iowa
$215K +$200K +3,540 New
CIA
2204
Compass Ion Advisors
Pennsylvania
$214K +$199K +3,530 New
MFC
2205
Morris Financial Concepts
South Carolina
$214K +$199K +3,530 New
SCG
2206
Sonata Capital Group
Washington
$214K +$199K +3,530 New
ACC
2207
Acorn Creek Capital
Colorado
$214K +$198K +3,520 New
FZCM
2208
Flynn Zito Capital Management
New York
$214K +$198K +3,520 New
DA
2209
Dash Acquisitions
California
$214K +$196K +3,480 New
VCG
2210
Vantage Consulting Group
Virginia
$213K -$61.5K -1,090 -24%
GC
2211
Grimes & Company
Massachusetts
$213K +$197K +3,500 New
BCM
2212
Birch Capital Management
Texas
$213K – – –
CFA
2213
CWS Financial Advisors
Michigan
$213K +$197K +3,500 New
RSWA
2214
Robinson Smith Wealth Advisors
Maine
$213K +$197K +3,500 New
SRSA
2215
S.R. Schill & Associates
Washington
$213K +$197K +3,500 New
CB
2216
Community Bank
New York
$213K – – –
BMWM
2217
Brown Miller Wealth Management
Virginia
$212K +$197K +3,490 New
CSA
2218
Cottage Street Advisors
Massachusetts
$212K +$197K +3,490 New
TPW
2219
Tiller Private Wealth
Pennsylvania
$211K +$196K +3,480 New
DFG
2220
Dupree Financial Group
Kentucky
$211K -$53K -940 -21%
MCCA
2221
Mill Creek Capital Advisors
Pennsylvania
$211K +$196K +3,470 New
TT
2222
TI-Trust
Illinois
$211K +$196K +3,470 New
PCH
2223
PGIM Custom Harvest
New Jersey
$210K +$195K +3,460 New
WFA
2224
Wellspring Financial Advisors
Ohio
$210K +$195K +3,450 New
PIA
2225
Powell Investment Advisors
Florida
$210K -$50.7K -900 -21%
87 88
89
90 91