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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4976
Buttonwood Financial Advisors
Maryland
$333K -$2.14K -17 -0.8%
EFG
4977
Erickson Financial Group
Pennsylvania
$333K +$1.26K +10 +0.5%
SSW
4978
Stone Summit Wealth
Florida
$332K +$265K +2,103 New
OC
4979
OxenFree Capital
Florida
$332K – – –
PPA
4980
Painted Porch Advisors
California
$331K -$92.4K -734 -26%
BIM
4981
Bullseye Investment Management
Ohio
$329K – – –
CA
4982
Cortland Associates
Missouri
$328K -$3.77K -30 -1%
HA
4983
Hamel Associates
New Jersey
$328K +$261K +2,073 New
WAM
4984
WFA Asset Management
Wisconsin
$327K +$314K +2,495 +1,631%
5SA
4985
5th Street Advisors
Connecticut
$327K -$126K -1,005 -33%
FA
4986
FC Advisory
Pennsylvania
$326K – – –
MM
4987
Meridian Management
Arkansas
$326K -$43.3K -344 -16%
WFA
4988
Websterrogers Financial Advisors
South Carolina
$326K +$3.02K +24 +1%
SDJVC
4989
St. Denis J. Villere & Co
Louisiana
$325K – – –
MFN
4990
Midwest Financial Network
Illinois
$325K +$259K +2,056 New
SAMC
4991
Spectrum Asset Management (California)
California
$324K -$104K -823 -29%
SCA
4992
Stuart Chaussee & Associates
California
$323K – – –
BAM
4993
Blueshift Asset Management
New Jersey
$323K -$168K -1,333 -39%
BSTWA
4994
Blake Schutter Theil Wealth Advisors
Ohio
$322K -$9.19K -73 -3%
DC
4995
Dahring Cusmano
Michigan
$321K +$4.91K +39 +2%
VWWMG
4996
Vermillion & White Wealth Management Group
Pennsylvania
$321K +$137K +1,089 +115%
ICCON
4997
Investment Counsel Company of Nevada
Nevada
$321K – – –
IMA
4998
Investment Management Associates
Colorado
$321K – – –
OFI
4999
Outbound Financial Inc
Colorado
$321K +$255K +2,030 New
WMWM
5000
Wilkins Miller Wealth Management
Alabama
$319K +$18.1K +144 +8%
198 199
200
201 202