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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
4126
Squire Investment Management Company
Utah
$266K +$213K +2,940 New
CS
4127
Capital Square
Tennessee
$266K +$213K +2,940 New
ERWM
4128
Elk River Wealth Management
Colorado
$266K +$213K +2,940 New
BFA
4129
Buttonwood Financial Advisors
Maryland
$265K +$212K +2,930 New
DP
4130
Divergent Planning
Maryland
$264K +$212K +2,920 New
BCM
4131
Buckhead Capital Management
Georgia
$264K +$212K +2,920 New
RWP
4132
Reliant Wealth Planning
Kentucky
$264K +$212K +2,920 New
TCPW
4133
Twin City Private Wealth
North Carolina
$264K +$212K +2,920 New
AIA
4134
Arbor Investment Advisors
North Carolina
$264K -$101K -1,400 -32%
PSCM
4135
Per Stirling Capital Management
Texas
$263K +$211K +2,910 New
AWM
4136
Aspire Wealth Management
Massachusetts
$263K +$211K +2,910 New
BCM
4137
Blume Capital Management
California
$263K -$17.4K -240 -8%
PIWA
4138
Prevail Innovative Wealth Advisors
Kansas
$262K -$3.94M -54,420 -95%
BFAG
4139
Blackston Financial Advisory Group
Florida
$262K -$177K -2,440 -46%
KFS
4140
Keynote Financial Services
Connecticut
$262K +$210K +2,900 New
MMM
4141
Mendel Money Management
Illinois
$262K +$210K +2,900 New
THL
4142
Tillman Hartley LLC
Colorado
$262K +$210K +2,900 New
LSC
4143
Lesa Sroufe & Co
Washington
$262K +$209K +2,890 New
BSWM
4144
Boston Standard Wealth Management
Massachusetts
$261K +$209K +2,890 New
SWM
4145
Seed Wealth Management
Illinois
$260K +$209K +2,880 New
UWM
4146
USAdvisors Wealth Management
Minnesota
$260K +$209K +2,890 New
I
4147
IMPACTfolio
Colorado
$258K -$176K -2,430 -46%
NF
4148
NavPoint Financial
Minnesota
$258K +$207K +2,850 New
BWA
4149
BCU Wealth Advisors
Illinois
$256K +$205K +2,830 New
AGA
4150
Arkos Global Advisors
Texas
$255K +$204K +2,820 New
164 165
166
167 168