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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
3276
Islay Capital Management
Texas
$273K -$208K -6,250 -49%
IF
3277
Insight Folios
North Carolina
$272K +$214K +6,440 New
PSFG
3278
Prairie Sky Financial Group
Illinois
$272K +$213K +6,420 New
OA
3279
Operose Advisors
Wisconsin
$271K -$66.4K -2,000 -24%
JGCM
3280
Joseph Group Capital Management
Ohio
$271K -$46.5K -1,400 -18%
SCA
3281
St. Clair Advisors
Ohio
$271K +$212K +6,400 New
HPWA
3282
Hall Private Wealth Advisors
North Carolina
$270K -$2.2M -66,210 -91%
AM
3283
Atwater Malick
Pennsylvania
$270K +$212K +6,390 New
OWM
3284
OneAscent Wealth Management
Alabama
$270K +$212K +6,390 New
GS
3285
Gagnon Securities
New York
$269K +$211K +6,350 New
CG
3286
Cynosure Group
Utah
$268K +$210K +6,340 New
MLA
3287
MB, Levis & Associates
Pennsylvania
$268K -$58.1K -1,750 -22%
GBWM
3288
Granite Bay Wealth Management
New Hampshire
$268K +$210K +6,340 New
BWM
3289
Brown Wealth Management
Illinois
$267K +$209K +6,310 New
OPTFSNA
3290
Old Point Trust & Financial Services N A
Virginia
$267K +$209K +6,300 New
OCFG
3291
O'Connor Financial Group
Illinois
$266K +$209K +6,280 New
RWM
3292
Reston Wealth Management
Virginia
$265K +$208K +6,270 New
FWA
3293
Freedom Wealth Alliance
Wisconsin
$265K +$192K +5,770 New
DFC
3294
DBK Financial Counsel
Ohio
$265K +$208K +6,270 New
ASFA
3295
All Season Financial Advisors
Colorado
$265K +$208K +6,260 New
CPG
3296
Cornerstone Planning Group
New Jersey
$264K +$208K +6,250 New
CWAF
3297
Core Wealth Advisors (Florida)
Florida
$264K – – –
HIF
3298
Hill Island Financial
Michigan
$264K +$207K +6,230 New
TFA
3299
Tobias Financial Advisors
Florida
$263K -$36.2K -1,090 -15%
JCM
3300
Janney Capital Management
Pennsylvania
$261K +$205K +6,180 New
130 131
132
133 134