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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
5276
Inlet Private Wealth
Florida
$233K +$218K +1,248 New
APW
5277
Atlantic Private Wealth
North Carolina
$231K -$26.1K -150 -11%
FEG
5278
Fund Evaluation Group
Ohio
$228K +$213K +1,220 New
WS
5279
Wela Strategies
Georgia
$226K +$211K +1,213 New
PFA
5280
Presper Financial Architects
Ohio
$226K +$211K +1,212 New
AFP
5281
Advus Financial Partners
Florida
$225K +$210K +1,205 New
AG
5282
Advocate Group
Minnesota
$225K +$210K +1,204 New
FWM
5283
Forza Wealth Management
Florida
$224K +$209K +1,200 New
SC
5284
Searle & Co
Connecticut
$224K -$26.1K -150 -11%
MF
5285
Meridian Financial
Massachusetts
$224K +$209K +1,199 New
MWP
5286
Moller Wealth Partners
$223K +$209K +1,197 New
SFG
5287
Socha Financial Group
New York
$222K -$34.9K -200 -14%
LAM
5288
Lakewood Asset Management
Illinois
$222K +$207K +1,190 New
FAM
5289
Forte Asset Management
New York
$221K +$206K +1,182 New
MWM
5290
McMill Wealth Management
Nebraska
$221K +$206K +1,182 New
F8IS
5291
Figure 8 Investment Strategies
Idaho
$219K +$205K +1,175 New
AAM
5292
American Asset Management
Florida
$219K +$205K +1,174 New
AWMNY
5293
Arcadia Wealth Management (New York)
New York
$214K +$199K +1,144 New
CIM
5294
Confluence Investment Management
Missouri
$213K +$199K +1,139 New
NA
5295
Note Advisors
New York
$209K +$195K +1,118 New
BWA
5296
Babb Wealth Advisors
Arizona
$208K +$194K +1,115 New
1CM
5297
1492 Capital Management
Wisconsin
$207K +$193K +1,107 New
PWC
5298
PYA Waltman Capital
Tennessee
$207K +$193K +1,107 New
AA
5299
ArborFi Advisors
Michigan
$206K +$193K +1,106 New
GF
5300
Gimbal Financial
Indiana
$206K +$192K +1,102 New
210 211
212
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