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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIA
5551
Solano Wealth Investment Advisors
California
$344K -$18.6K -100 -5%
CAM
5552
Cobblestone Asset Management
Virginia
$344K -$36.1K -194 -10%
MAM
5553
Marquette Asset Management
Minnesota
$343K +$1.3K +7 +0.4%
EP
5554
Essential Planning
New Hampshire
$340K +$2.79K +15 +0.8%
GWA
5555
Gutierrez Wealth Advisory
Arkansas
$340K -$41.7K -224 -11%
LSWM
5556
Lorne Steinberg Wealth Management
Canada
$338K -$154K -830 -31%
SCM
5557
Stonehearth Capital Management
Massachusetts
$337K – – –
EF
5558
Entrust Financial
Pennsylvania
$337K +$336K +1,807 New
RRWA
5559
Rainey & Randall Wealth Advisors
Florida
$335K -$24.6K -132 -7%
PWM
5560
Provident Wealth Management
Tennessee
$335K – – –
SAM
5561
Stembrook Asset Management
New Jersey
$335K +$334K +1,797 New
CCA
5562
Cadent Capital Advisors
Oklahoma
$335K -$2.01M -10,788 -86%
WG
5563
Watchman Group
Texas
$333K -$49.1K -264 -13%
HG
5564
Harbor Group
New Hampshire
$332K -$115K -619 -26%
1L
5565
10Elms LLP
Oklahoma
$331K – – –
MFG
5566
Mann Financial Group
Minnesota
$331K +$46.5K +250 +16%
CWM
5567
ClientFirst Wealth Management
Arkansas
$326K – – –
BPWM
5568
BCS Private Wealth Management
New Jersey
$326K -$209K -1,125 -39%
IP
5569
Isthmus Partners
Wisconsin
$326K -$11.2K -60 -3%
CWRP
5570
Cassady Wealth & Retirement Planning
Nevada
$326K +$326K +1,749 New
SA
5571
swisspartners Advisors
Switzerland
$326K – – –
SF
5572
SWP Financial
California
$326K +$11.2K +60 +4%
KBG
5573
Kahn Brothers Group
New York
$325K – – –
BSTWA
5574
Blake Schutter Theil Wealth Advisors
Ohio
$323K +$2.61K +14 +0.8%
CBT
5575
CoreFirst Bank & Trust
Kansas
$322K -$36.3K -195 -10%
221 222
223
224 225