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Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
4426
S.E.E.D. Planning Group
New York
$236K +$193K +1,910 New
SWA
4427
ShankerValleau Wealth Advisors
Illinois
$236K +$193K +1,910 New
AFA
4428
Arlington Financial Advisors
California
$236K +$193K +1,907 New
DWM
4429
Defined Wealth Management
Oregon
$232K +$190K +1,877 New
EF
4430
Exeter Financial
Arizona
$231K +$189K +1,869 New
HCM
4431
Hutchinson Capital Management
California
$230K +$188K +1,863 New
QL
4432
Quarry LP
New York
$230K +$120K +1,190 +178%
AOWM
4433
Alpha Omega Wealth Management
Virginia
$230K +$188K +1,860 New
LIM
4434
Loudon Investment Management
New Hampshire
$230K +$188K +1,860 New
BIA
4435
BHK Investment Advisors
Alabama
$229K +$187K +1,850 New
IFO
4436
Independent Family Office
New York
$229K +$187K +1,850 New
DWA
4437
Delta Wealth Advisors
Indiana
$225K +$184K +1,821 New
SAMC
4438
Spectrum Asset Management (California)
California
$225K -$349K -3,450 -65%
WFA
4439
Websterrogers Financial Advisors
South Carolina
$225K -$91.2K -902 -33%
WBCM
4440
Wilson & Boucher Capital Management
California
$224K +$184K +1,816 New
BF
4441
Brogan Financial
Tennessee
$224K +$183K +1,810 New
CFA
4442
CWS Financial Advisors
Michigan
$223K +$182K +1,803 New
ODFS
4443
O'Donnell Financial Services
California
$223K +$182K +1,802 New
DMC
4444
Drexel Morgan & Co
Pennsylvania
$222K +$182K +1,800 New
SEM
4445
Strategic Equity Management
Arizona
$222K +$182K +1,800 New
CA
4446
Cortland Associates
Missouri
$222K +$182K +1,800 New
EFG
4447
Erickson Financial Group
Pennsylvania
$222K +$181K +1,795 New
LSA
4448
Lansing Street Advisors
Pennsylvania
$221K +$180K +1,785 New
UWM
4449
USAdvisors Wealth Management
Minnesota
$220K -$112K -1,104 -38%
TWD
4450
True Wealth Design
Ohio
$218K +$21.7K +215 +14%
176 177
178
179 180