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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3201
DCM Advisors
New York
$2.27M +$941K +7,425 +51%
HWA
3202
HHM Wealth Advisors
Tennessee
$2.27M +$312K +2,464 +13%
KMWM
3203
Keudell/Morrison Wealth Management
Oregon
$2.27M +$30.5K +241 +1%
CA
3204
Capital Advantage
California
$2.27M – – –
LPAM
3205
Lodestar Private Asset Management
California
$2.27M -$2.41K -19 -0.1%
ACA
3206
Atlas Capital Advisors
Wyoming
$2.27M -$1.44M -11,398 -35%
EWA
3207
Etesian Wealth Advisors
Oregon
$2.27M -$397K -3,129 -13%
LFA
3208
Lauterbach Financial Advisors
Texas
$2.26M +$6.21K +49 +0.2%
REMPR
3209
Roof Eidam Maycock Peralta (REMP)
California
$2.26M +$213K +1,681 +9%
BA
3210
Bluesphere Advisors
Pennsylvania
$2.26M -$2.57M -20,288 -49%
EWM
3211
Evermay Wealth Management
Virginia
$2.25M +$1.27K +10 +0%
GS
3212
Gagnon Securities
New York
$2.25M +$104K +817 +4%
GMFG
3213
Greater Midwest Financial Group
Minnesota
$2.25M +$2.15M +16,940 +443%
MFA
3214
Morling Financial Advisors
California
$2.25M +$776K +6,120 +42%
IIA
3215
ICW Investment Advisors
Arizona
$2.24M +$232K +1,830 +10%
MWA
3216
Midland Wealth Advisors
Illinois
$2.24M +$204K +1,611 +8%
BC
3217
Brio Consultants
California
$2.24M +$118K +933 +5%
BFW
3218
Brady Family Wealth
Missouri
$2.23M -$61.5K -485 -2%
DCM
3219
Driehaus Capital Management
Illinois
$2.23M -$890K -7,022 -25%
PCM
3220
Prospera Capital Management
Arizona
$2.23M – – –
RLH
3221
RD Lewis Holdings
Florida
$2.23M +$123K +970 +5%
SNBOSD
3222
Security National Bank of So Dak
Iowa
$2.23M +$506K +3,992 +24%
VW
3223
Vance Wealth
California
$2.22M +$564K +4,447 +28%
AIA
3224
Alternative Investment Advisors
Florida
$2.22M +$11.2K +88 +0.4%
EWM
3225
Elmwood Wealth Management
California
$2.22M +$44K +347 +2%
127 128
129
130 131