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Name Holding Trade Value Shares
Change 		Change in
Stake
PWH
3701
Priebe Wealth Holdings
Minnesota
$285K +$266K +5,750 New
VAMG
3702
Voisard Asset Management Group
Michigan
$284K +$266K +5,730 New
BBWA
3703
Bell & Brown Wealth Advisors
California
$284K +$265K +5,720 New
SPP
3704
Single Point Partners
Massachusetts
$283K -$76.9K -1,660 -22%
WFA
3705
WestHill Financial Advisors
California
$283K – – –
GCAC
3706
Guardian Capital Advisors (Canada)
Ontario, Canada
$283K +$7.42K +160 +3%
IF
3707
Insight Folios
North Carolina
$282K -$23.6K -510 -8%
MRWM
3708
ML&R Wealth Management
Texas
$282K +$2.32K +50 +0.9%
MW
3709
Maia Wealth
Colorado
$281K +$263K +5,680 New
RGF
3710
Retirement Guys Formula
Ohio
$281K +$6.03K +130 +2%
IDA
3711
Intelligence Driven Advisers
California
$281K +$212K +4,570 New
WHC
3712
Wulff, Hansen & Co
California
$280K -$24.1K -520 -8%
IPWA
3713
International Private Wealth Advisors
California
$279K +$261K +5,640 New
CPP
3714
Capasso Planning Partners
South Carolina
$277K +$22.2K +480 +9%
TCM
3715
Tufton Capital Management
Maryland
$277K – – –
C1AG
3716
Client 1st Advisory Group
Florida
$276K +$4.17K +90 +2%
PMSA
3717
Patrick M. Sweeney & Associates
Illinois
$276K +$259K +5,580 New
AWA
3718
Archvest Wealth Advisors
California
$276K -$8.34K -180 -3%
1WM
3719
1900 Wealth Management
Texas
$275K -$71.4K -1,540 -22%
LW
3720
Libra Wealth
California
$275K – – –
MAM
3721
McCarthy Asset Management
California
$275K – – –
SP
3722
Systematic Portfolios
New York
$275K +$257K +5,550 New
DSA
3723
Droms Strauss Advisors
Missouri
$274K -$4.17K -90 -2%
SNBOSCI
3724
Security National Bank of Sioux City Iowa
Iowa
$273K – – –
BWM
3725
BKM Wealth Management
Wisconsin
$273K +$255K +5,510 New
147 148
149
150 151