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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
4251
Semmax Financial Advisors
North Carolina
$378K +$1.89K +16 +0.6%
PFA
4252
Peak Financial Advisors
Colorado
$378K -$827 -7 -0.2%
DCBT
4253
Dakota Community Bank & Trust
North Dakota
$377K +$19.1K +162 +6%
CWM
4254
Campbell Wealth Management
Virginia
$376K -$545K -4,612 -60%
CAM
4255
Campion Asset Management
Virginia
$375K – – –
CAG
4256
Compass Advisory Group
New York
$375K -$415K -3,511 -53%
AP
4257
Aspect Partners
Virginia
$375K +$4.84K +41 +1%
TWD
4258
True Wealth Design
Ohio
$375K +$156K +1,320 +75%
CC
4259
Capital Counsel
New York
$375K +$34.8K +295 +11%
APC
4260
Asset Planning Corporation
Tennessee
$374K -$33.1K -280 -8%
5SA
4261
5th Street Advisors
Connecticut
$374K +$35.4K +300 +11%
SIAM
4262
Sterling Investment Advisors (Missouri)
Missouri
$374K -$4.61K -39 -1%
HFBOT
4263
Home Federal Bank of Tennessee
Tennessee
$370K +$70.9K +600 +24%
WHCI
4264
W.H. Cornerstone Investments
Massachusetts
$370K +$73.8K +625 +26%
I
4265
InceptionR
California
$370K -$365K -3,091 -50%
BFA
4266
Buttonwood Financial Advisors
Maryland
$369K +$16.2K +137 +5%
IMA
4267
Investment Management Associates
Colorado
$368K +$358K +3,030 New
AFA
4268
Atlas Financial Advisors
California
$367K +$15.9K +135 +5%
VIM
4269
Vancity Investment Management
British Columbia, Canada
$367K +$287K +2,426 +408%
PCMC
4270
Paragon Capital Management (Colorado)
Colorado
$366K -$70.9K -600 -17%
HNWA
4271
Henrickson Nauta Wealth Advisors
Michigan
$365K -$255K -2,155 -42%
GC
4272
Gruss & Co
Florida
$364K -$1.65M -14,000 -82%
DWM
4273
Dopkins Wealth Management
New York
$364K -$248K -2,100 -41%
V
4274
VeraBank
Texas
$364K -$11.8K -100 -3%
BWM
4275
Benchmark Wealth Management
Connecticut
$364K – – –
169 170
171
172 173