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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
3301
Instrumental Wealth
Florida
$261K +$197K +5,940 New
AWM
3302
Avaii Wealth Management
Wisconsin
$260K +$204K +6,150 New
RWA
3303
Roberts Wealth Advisors
California
$260K -$513K -15,450 -72%
GCL
3304
Gouws Capital LLC
North Carolina
$260K -$166K -5,000 -45%
RVPG
3305
Relative Value Partners Group
$260K +$204K +6,140 New
GWM
3306
GoalFusion Wealth Management
Texas
$259K +$204K +6,130 New
T
3307
TRUADVICE
Florida
$259K +$203K +6,100 New
LI
3308
Lafayette Investments
Maryland
$258K -$49.8K -1,500 -20%
RMAM
3309
Raab & Moskowitz Asset Management
New Jersey
$258K -$116K -3,500 -36%
MKC
3310
M. Kraus & Co
Vermont
$258K +$202K +6,090 New
AWM
3311
Altus Wealth Management
Kentucky
$256K -$183K -5,500 -48%
SW
3312
SMART Wealth
Nebraska
$256K +$201K +6,040 New
DMBA
3313
Deseret Mutual Benefit Administrators
Utah
$255K -$12.9K -390 -6%
WAL
3314
W Advisors LLC
Tennessee
$254K +$200K +6,010 New
HDIM
3315
Hanson & Doremus Investment Management
Vermont
$254K -$38.2K -1,150 -16%
OBGC
3316
O'Brien Greene & Co
Pennsylvania
$254K +$199K +6,000 New
FCT
3317
First Community Trust
Iowa
$254K – – –
ASGS
3318
Alpha Square Group S
New York
$254K +$199K +6,000 New
BMO
3319
Beck Mack & Oliver
New York
$254K +$199K +6,000 New
MIM
3320
Montgomery Investment Management
Maryland
$254K +$199K +6,000 New
RC
3321
Reik & Co
New York
$254K +$199K +6,000 New
CGPCS
3322
Capital Group Private Client Services
California
$253K +$199K +5,990 New
VIA
3323
Virtus Investment Advisers
Connecticut
$253K +$199K +5,990 New
SWM
3324
Silverlake Wealth Management
Vermont
$251K +$197K +5,940 New
IIC
3325
Ironwood Investment Counsel
Arizona
$250K -$115K -3,450 -37%
131 132
133
134 135