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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
3401
Alliance Wealth Advisors (Utah)
Utah
$217K +$171K +5,140 New
PP
3402
Paloma Partners
Connecticut
$217K +$171K +5,140 New
VAF
3403
Values Added Financial
District of Columbia
$217K +$171K +5,140 New
TTWM
3404
TCV Trust & Wealth Management
Virginia
$217K +$171K +5,140 New
RCM
3405
Rain Capital Management
Oregon
$217K +$170K +5,130 New
BWM
3406
Brickley Wealth Management
California
$216K +$170K +5,110 New
TWM
3407
Tanager Wealth Management
United Kingdom
$216K +$170K +5,110 New
EDRIA
3408
Edmonds Duncan Registered Investment Advisors
Kansas
$216K -$1.6M -48,220 -90%
LGA
3409
Lebenthal Global Advisors
New York
$216K +$169K +5,100 New
BWG
3410
Beta Wealth Group
California
$215K +$169K +5,080 New
WF
3411
Whelan Financial
California
$215K +$168K +5,070 New
CSC
3412
Caldwell Sutter Capital
California
$214K -$210K -6,330 -56%
IDA
3413
Intelligence Driven Advisers
California
$214K +$169K +5,090 New
BAM
3414
Bosun Asset Management
Illinois
$214K +$168K +5,060 New
AWMNH
3415
Arcadia Wealth Management (New Hampshire)
New Hampshire
$213K +$167K +5,030 New
BF
3416
Brooklyn FI
New York
$212K +$167K +5,020 New
CWM
3417
Cranbrook Wealth Management
Michigan
$212K -$3.98K -120 -2%
AIS
3418
AM Investment Strategies
Tennessee
$212K +$166K +5,000 New
IAS
3419
Investment Advisory Services
Texas
$212K +$166K +5,000 New
ASI
3420
Advisory Services & Investments
Oregon
$212K +$166K +5,000 New
BIM
3421
Barton Investment Management
Pennsylvania
$212K +$166K +5,000 New
CAM
3422
Clark Asset Management
New Hampshire
$212K +$166K +5,000 New
DT
3423
Daniels + Tansey
Delaware
$212K +$166K +5,000 New
DAL
3424
Delta Accumulation LLC
California
$212K +$166K +5,000 New
FFL
3425
Future Fund LLC
Illinois
$212K +$166K +5,000 New
135 136
137
138 139