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Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
4926
Spectrum Wealth Advisory Group
California
$238K +$279K +2,198 New
GWA
4927
Gutierrez Wealth Advisory
Arkansas
$238K +$66.5K +525 +31%
CW
4928
Curio Wealth
Maryland
$237K -$117K -927 -99%
NPI
4929
New Perspectives Inc
Mississippi
$237K -$74.1K -585 -21%
BCA
4930
Ballentine Capital Advisors
South Carolina
$237K +$4.69K +37 +2%
SWM
4931
Seaside Wealth Management
California
$237K +$68.8K +543 +33%
CWR
4932
Chico Wealth RIA
California
$237K +$51.6K +407 +23%
MM
4933
Meridian Management
Arkansas
$236K -$498K -3,932 -64%
RL
4934
Retireful LLC
Michigan
$236K +$272K +2,148 New
SIM
4935
Sterling Investment Management
Arizona
$235K -$57K -450 -17%
ODFS
4936
O'Donnell Financial Services
California
$234K +$9.38K +74 +4%
ODA
4937
One Degree Advisors
California
$234K +$275K +2,167 New
MWA
4938
Martel Wealth Advisors
Washington
$233K -$89.6K -707 -25%
HCA
4939
Horan Capital Advisors
Ohio
$231K +$35.9K +283 +15%
NPPM
4940
North Point Portfolio Managers
Ohio
$231K – – –
PWP
4941
PrairieView Wealth Partners
Illinois
$231K – – –
TWP
4942
Tower Wealth Partners
Pennsylvania
$231K +$59.1K +466 +28%
BFA
4943
Buttonwood Financial Advisors
Maryland
$230K -$9.51K -75 -3%
CCM
4944
Check Capital Management
California
$229K +$65.5K +517 +32%
BSTWA
4945
Blake Schutter Theil Wealth Advisors
Ohio
$229K -$1.52K -12 -0.6%
PSA
4946
Plum Street Advisors
Louisiana
$228K -$7.86K -62 -3%
EIA
4947
Eldridge Investment Advisors
New Hampshire
$228K -$12K -95 -4%
CA
4948
Cortland Associates
Missouri
$228K +$38.9K +307 +17%
LSC
4949
Lesa Sroufe & Co
Washington
$228K +$267K +2,107 New
TIA
4950
Tandem Investment Advisors
South Carolina
$228K +$267K +2,107 New
196 197
198
199 200