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Name Holding Trade Value Shares
Change 		Change in
Stake
IPGDR
5551
Investidor Profissional Gestao de Recursos
Brazil
$325K +$342K +1,862 New
TCOK
5552
Trust Company of Kansas
Kansas
$322K -$19.6K -107 -5%
SWIA
5553
Solano Wealth Investment Advisors
California
$322K – – –
VWA
5554
Vistica Wealth Advisors
California
$322K +$339K +1,846 New
GWM
5555
Global Wealth Management
New Jersey
$322K -$55K -300 -14%
SPW
5556
Stillwater Private Wealth
Pennsylvania
$321K +$338K +1,842 New
MPW
5557
MASECO Private Wealth
$318K -$924K -5,036 -73%
EP
5558
Essential Planning
New Hampshire
$317K -$917 -5 -0.3%
HFA
5559
Hershey Financial Advisers
Pennsylvania
$317K -$177K -964 -35%
SCM
5560
Stonehearth Capital Management
Massachusetts
$317K +$1.47K +8 +0.4%
CCA
5561
Cypress Capital Advisors
Tennessee
$316K -$272K -1,484 -45%
WAM
5562
Wilsey Asset Management
California
$315K -$148K -808 -31%
EF
5563
Entrust Financial
Pennsylvania
$315K – – –
CFS
5564
Cannon Financial Strategists
Georgia
$314K +$44.8K +244 +16%
HG
5565
Harbor Group
New Hampshire
$314K +$3.49K +19 +1%
EWP
5566
Evergreen Wealth Partners
Montana
$314K +$47.9K +261 +17%
SAM
5567
Stembrook Asset Management
New Jersey
$313K – – –
MGWA
5568
Monument Group Wealth Advisors
Massachusetts
$313K -$190K -1,033 -37%
RCP
5569
Roan Capital Partners
Tennessee
$313K +$329K +1,792 New
ES
5570
ETF Store
Kansas
$313K +$69.9K +381 +27%
SIC
5571
Sage Investment Counsel
Tennessee
$311K +$18.3K +100 +6%
DFG
5572
DiPaolo Financial Group
Florida
$311K +$327K +1,781 New
SWA
5573
Sightline Wealth Advisors
Connecticut
$310K -$40K -218 -11%
MFG
5574
Mann Financial Group
Minnesota
$309K – – –
HIC
5575
Harvey Investment Company
Kentucky
$309K +$73.4K +400 +29%
221 222
223
224 225