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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3501
Heartwood Wealth Advisors
Virginia
$1.21M -$84.9K -840 -8%
PIAS
3502
PCA Investment Advisory Services
Ohio
$1.2M +$16.2K +160 +2%
SWM
3503
SilverOak Wealth Management
Minnesota
$1.2M -$47.9K -474 -5%
AWA
3504
Adapt Wealth Advisors
Georgia
$1.2M +$378K +3,740 +62%
CB
3505
Chris Bulman
California
$1.2M +$985K +9,739 New
SAM
3506
Simplify Asset Management
Nevada
$1.2M -$59.2K -586 -6%
HWP
3507
Hibernia Wealth Partners
Louisiana
$1.2M +$215K +2,131 +28%
KCM
3508
Kennicott Capital Management
California
$1.2M – – –
BAM
3509
Blueshift Asset Management
New Jersey
$1.2M +$216K +2,135 +28%
RA
3510
Riverstone Advisors
Texas
$1.2M -$46.7K -462 -5%
SWM
3511
Shakespeare Wealth Management
Wisconsin
$1.2M +$12.7K +126 +1%
GPI
3512
General Partner Inc
Pennsylvania
$1.19M – – –
JWS
3513
Juncture Wealth Strategies
Arizona
$1.19M +$552K +5,455 +131%
WB
3514
West Bancorporation
Iowa
$1.19M -$115K -1,137 -11%
CA
3515
CSM Advisors
Pennsylvania
$1.19M -$45.5K -450 -4%
SAM
3516
Seelaus Asset Management
New Jersey
$1.18M +$14.2K +140 +1%
WA
3517
WBH Advisory
Maryland
$1.18M -$12.6K -125 -1%
LOIP
3518
Live Oak Investment Partners
Texas
$1.18M – – –
CIA
3519
Cape Investment Advisory
Georgia
$1.18M +$365K +3,614 +61%
DWMS
3520
Dominguez Wealth Management Solutions
Virginia
$1.18M +$6.37K +63 +0.7%
SWM
3521
Stockman Wealth Management
Montana
$1.18M -$7.45M -73,695 -89%
SCG
3522
Sonata Capital Group
Washington
$1.18M +$202K +1,993 +26%
AM
3523
Atwater Malick
Pennsylvania
$1.18M +$16.2K +160 +2%
LFS
3524
Lutz Financial Services
Nebraska
$1.17M +$240K +2,376 +33%
ECA
3525
Elevated Capital Advisors
Utah
$1.17M -$44K -435 -4%
139 140
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