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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1726
INVST
Indiana
$341K +$3.04K +15 +0.9%
MSFS
1727
Main Street Financial Solutions
Pennsylvania
$341K +$326K +1,610 New
BWA
1728
Bestgate Wealth Advisors
Maryland
$340K +$325K +1,605 New
PFM
1729
Peak Financial Management
Massachusetts
$339K +$324K +1,600 New
PFM
1730
Potomac Fund Management
Florida
$339K +$324K +1,600 New
AAMC
1731
Asset Allocation & Management Company
Illinois
$339K +$324K +1,600 New
CRI
1732
Colonial River Investments
Virginia
$338K +$4.05K +20 +1%
AHC
1733
Adell Harriman & Carpenter
Texas
$338K -$4.05K -20 -1%
VCP
1734
Vista Capital Partners
Oregon
$337K +$322K +1,590 New
S
1735
Sunpointe
Missouri
$337K -$12.2K -60 -4%
IA
1736
IFG Advisory
Georgia
$336K +$321K +1,585 New
MSA
1737
Marino Stram & Associates
Massachusetts
$335K +$39.5K +195 +14%
KCM
1738
Kathmere Capital Management
Pennsylvania
$335K +$58.7K +290 +22%
SSA
1739
Schonfeld Strategic Advisors
New York
$335K -$820K -4,050 -72%
OFG
1740
Oxford Financial Group
Indiana
$334K -$29.4K -145 -8%
AFT
1741
Alpha Family Trust
California
$334K – – –
EFS
1742
Essex Financial Services
Connecticut
$333K -$24.3K -120 -7%
CT
1743
Caldwell Trust
Florida
$333K +$55.7K +275 +21%
IIM
1744
InTrack Investment Management
Vermont
$332K -$1.35M -6,660 -81%
MSWM
1745
McGlone Suttner Wealth Management
Wisconsin
$332K +$20.3K +100 +7%
PFA
1746
Pathway Financial Advisors
Vermont
$332K – – –
SB
1747
Strategic Blueprint
Georgia
$332K +$44.6K +220 +16%
SAM
1748
SP Asset Management
California
$330K – – –
MC
1749
MIG Capital
California
$330K +$315K +1,555 New
WP
1750
Westmount Partners
California
$329K +$40.5K +200 +15%
68 69
70
71 72