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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
5201
Tandem Investment Advisors
South Carolina
$276K +$258K +1,480 New
OCM
5202
Orleans Capital Management
Louisiana
$275K -$55.8K -320 -18%
FPCG
5203
Forum Private Client Group
Indiana
$275K -$14.8K -85 -5%
BRIA
5204
Balanced Rock Investment Advisors
Massachusetts
$274K -$28.8K -165 -10%
LWM
5205
Luminvest Wealth Management
Arizona
$273K – – –
HA
5206
HFG Advisors
Ohio
$273K +$30.3K +174 +13%
NFA
5207
Northwest Financial Advisors
Virginia
$273K -$145K -830 -36%
RSWA
5208
Robinson Smith Wealth Advisors
Maine
$273K -$46.2K -265 -15%
HPA
5209
High Probability Advisors
New York
$272K +$254K +1,460 New
GOCP
5210
Great Oak Capital Partners
Massachusetts
$272K +$253K +1,453 New
SG
5211
Sharper & Granite
California
$271K +$13.1K +75 +5%
WW
5212
Winnow Wealth
Texas
$269K +$216K +1,237 +619%
HWA
5213
Heritage Wealth Architects
Minnesota
$268K +$16.9K +97 +7%
RC
5214
Randolph Company
Ohio
$267K – – –
LP
5215
LGL Partners
Pennsylvania
$265K – – –
AFA
5216
AllGen Financial Advisors
Florida
$265K -$22.8K -131 -8%
GFA
5217
Grunden Financial Advisory
Texas
$264K – – –
AIM
5218
Archer Investment Management
Texas
$264K -$18.7K -107 -7%
CAIM
5219
Catherine Avery Investment Management
Florida
$263K -$214K -1,225 -46%
CWA
5220
Cornerstone Wealth Advisors
Minnesota
$262K – – –
SL
5221
SWF LLC
Nebraska
$262K +$245K +1,406 New
TWM
5222
Tumwater Wealth Management
Idaho
$262K – – –
IIL
5223
Insight Inv LLC
California
$261K -$74.1K -425 -23%
RG
5224
Renaissance Group
Kentucky
$261K -$209K -1,200 -46%
JAIC
5225
Josh Arnold Investment Consultant
Minnesota
$261K +$244K +1,400 New
207 208
209
210 211