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Name Holding Trade Value Shares
Change 		Change in
Stake
PIN
4126
Prudent Investors Network
California
$268K +$215K +2,970 New
FSWA
4127
Financial Synergies Wealth Advisors
Texas
$267K +$1.45K +20 +0.7%
FFWA
4128
Forthright Family Wealth Advisory
Texas
$267K +$214K +2,950 New
SIMC
4129
Squire Investment Management Company
Utah
$266K +$213K +2,940 New
CS
4130
Capital Square
Tennessee
$266K +$213K +2,940 New
ERWM
4131
Elk River Wealth Management
Colorado
$266K +$213K +2,940 New
BFA
4132
Buttonwood Financial Advisors
Maryland
$265K +$212K +2,930 New
DP
4133
Divergent Planning
Maryland
$264K +$212K +2,920 New
BCM
4134
Buckhead Capital Management
Georgia
$264K +$212K +2,920 New
RWP
4135
Reliant Wealth Planning
Kentucky
$264K +$212K +2,920 New
TCPW
4136
Twin City Private Wealth
North Carolina
$264K +$212K +2,920 New
AIA
4137
Arbor Investment Advisors
North Carolina
$264K -$101K -1,400 -32%
PSCM
4138
Per Stirling Capital Management
Texas
$263K +$211K +2,910 New
AWM
4139
Aspire Wealth Management
Massachusetts
$263K +$211K +2,910 New
BCM
4140
Blume Capital Management
California
$263K -$17.4K -240 -8%
PIWA
4141
Prevail Innovative Wealth Advisors
Kansas
$262K -$3.94M -54,420 -95%
BFAG
4142
Blackston Financial Advisory Group
Florida
$262K -$177K -2,440 -46%
KFS
4143
Keynote Financial Services
Connecticut
$262K +$210K +2,900 New
MMM
4144
Mendel Money Management
Illinois
$262K +$210K +2,900 New
THL
4145
Tillman Hartley LLC
Colorado
$262K +$210K +2,900 New
LSC
4146
Lesa Sroufe & Co
Washington
$262K +$209K +2,890 New
BSWM
4147
Boston Standard Wealth Management
Massachusetts
$261K +$209K +2,890 New
SWM
4148
Seed Wealth Management
Illinois
$260K +$209K +2,880 New
UWM
4149
USAdvisors Wealth Management
Minnesota
$260K +$209K +2,890 New
I
4150
IMPACTfolio
Colorado
$258K -$176K -2,430 -46%
164 165
166
167 168