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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
2551
My Legacy Advisors
Oregon
$245K +$170K +11,610 New
IF
2552
Integrity Financial
Wyoming
$245K -$1.47K -100 -0.6%
CIC
2553
Crawford Investment Counsel
Georgia
$245K -$75.4K -5,140 -23%
GSIS
2554
Global Strategic Investment Solutions
Arizona
$245K +$245K +16,730 New
BA
2555
Bridge Advisory
California
$244K -$16.3K -1,110 -6%
LA
2556
Latitude Advisors
Florida
$244K -$15.3K -1,040 -6%
FC
2557
Financial Council
Maryland
$244K – – –
MWM
2558
Merriman Wealth Management
Washington
$243K -$91.2K -6,220 -27%
ECM
2559
Elgethun Capital Management
South Dakota
$243K – – –
IWP
2560
Insight Wealth Partners
Texas
$243K -$880 -60 -0.4%
RWA
2561
Rooted Wealth Advisors
Illinois
$243K +$244K +16,660 New
SIAG
2562
Safeguard Investment Advisory Group
California
$243K +$243K +16,590 New
PP
2563
Pegasus Partners
Wisconsin
$242K +$243K +16,590 New
JF
2564
JSF Financial
California
$242K -$5.57K -380 -2%
KCM
2565
KLK Capital Management
California
$242K -$839K -57,190 -78%
AC
2566
Apella Capital
Connecticut
$241K +$242K +16,500 New
F
2567
F3Logic
Minnesota
$241K +$241K +16,460 New
GBS
2568
Gallagher Benefit Services
Illinois
$241K +$241K +16,460 New
PWA
2569
Phoenix Wealth Advisors
North Carolina
$241K -$47.8K -3,260 -17%
FNT
2570
First Nebraska Trust
Nebraska
$240K +$241K +16,440 New
BWM
2571
BlackDiamond Wealth Management
New York
$240K +$221K +15,090 New
HAG
2572
HF Advisory Group
Maryland
$240K +$241K +16,400 New
RI
2573
Ridgewood Investments
New Jersey
$240K +$240K +16,390 New
GD
2574
Grandfield & Dodd
New York
$240K +$240K +16,390 New
RC
2575
RBO & Co
California
$239K -$14.7K -1,000 -6%
101 102
103
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