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Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
4701
Morningstar Investment Services
Illinois
$439K -$14.8M -107,413 -97%
LSA
4702
Lansing Street Advisors
Pennsylvania
$439K +$75.1K +545 +20%
PCMC
4703
Paragon Capital Management (Colorado)
Colorado
$439K +$35.3K +256 +9%
CWA
4704
Cura Wealth Advisors
Illinois
$438K +$449K +3,260 New
FSWA
4705
Financial Synergies Wealth Advisors
Texas
$437K -$108K -785 -19%
AWP
4706
Atlas Wealth Partners
Pennsylvania
$437K +$5.51K +40 +1%
HFBOT
4707
Home Federal Bank of Tennessee
Tennessee
$436K +$27.6K +200 +7%
HPFG
4708
Hart & Patterson Financial Group
Massachusetts
$436K -$48K -348 -10%
PFA
4709
Peak Financial Advisors
Colorado
$434K +$16.3K +118 +4%
EFG
4710
Ehrlich Financial Group
California
$433K -$39.3K -285 -8%
IAMOG
4711
Investors Asset Management of Georgia
Georgia
$430K +$130K +940 +42%
CCP
4712
Cushing Capital Partners
Wisconsin
$428K +$439K +3,187 New
CPA
4713
Cathy Pareto & Associates
Florida
$426K +$437K +3,174 New
TFM
4714
Trademark Financial Management
Minnesota
$424K +$2.62K +19 +0.6%
AMIM
4715
Aull & Monroe Investment Management
Alabama
$424K – – –
BIA
4716
Barry Investment Advisors
Massachusetts
$423K +$4.13K +30 +1%
RPCA
4717
Running Point Capital Advisors
California
$423K +$85.5K +620 +25%
I2I
4718
Insight 2811 Inc
Illinois
$423K -$13.9K -101 -3%
PPA
4719
Painted Porch Advisors
California
$421K +$52.4K +380 +14%
BWM
4720
Boyd Wealth Management
California
$420K +$197K +1,431 +84%
KAM
4721
KEB Asset Management
Illinois
$420K -$163K -1,180 -27%
MWA
4722
Merkkuri Wealth Advisors
New York
$418K -$3.31K -24 -0.8%
CWM
4723
C2C Wealth Management
Arizona
$417K -$1.12M -8,150 -72%
1NWS
4724
1 North Wealth Services
Maryland
$417K +$428K +3,106 New
SIAM
4725
Sterling Investment Advisors (Missouri)
Missouri
$417K +$3.45K +25 +0.8%
187 188
189
190 191