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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
5601
Renaissance Group
Kentucky
$287K +$45.5K +248 +18%
PSA
5602
Plum Street Advisors
Louisiana
$286K +$18K +98 +6%
HPA
5603
High Probability Advisors
New York
$286K +$301K +1,639 New
FWA
5604
FORM Wealth Advisors
Wisconsin
$286K -$8.81K -48 -3%
BFA
5605
Bridgelight Financial Advisors
Connecticut
$285K +$46.8K +255 +19%
AAG
5606
Avalon Advisory Group
Pennsylvania
$284K – – –
LHEI
5607
Leo H. Evart Inc
California
$284K +$299K +1,629 New
BS
5608
Brighton Securities
New York
$284K +$99.3K +541 +50%
SF
5609
SWP Financial
California
$284K -$22K -120 -7%
TIM
5610
Thompson Investment Management
Wisconsin
$284K -$7.89K -43 -3%
MFS
5611
Madrid Financial Services
California
$283K +$51.4K +280 +21%
LS
5612
LCW Services
Virginia
$282K – – –
BPWM
5613
BCS Private Wealth Management
New Jersey
$282K -$24.2K -132 -8%
BP
5614
BCK Partners
New York
$282K – – –
SDAM
5615
Shulman DeMeo Asset Management
New York
$281K – – –
TFG
5616
Team Financial Group
California
$280K +$5.14K +28 +2%
GWM
5617
Graybill Wealth Management
Illinois
$280K – – –
SC
5618
Schiavi & Co
Delaware
$279K -$1.47K -8 -0.5%
CGA
5619
Compound Global Advisors
Washington
$279K +$178K +969 +154%
TCTWM
5620
Three Cord True Wealth Management
Pennsylvania
$279K -$5.14K -28 -2%
IWM
5621
Inlight Wealth Management
Georgia
$278K +$1.1K +6 +0.4%
SPM
5622
Summit Portfolio Management
Nevada
$277K +$292K +1,591 New
JAA
5623
Joel Adams & Associates
North Carolina
$277K – – –
TA
5624
Tectonic Advisors
Texas
$277K -$874K -4,766 -75%
HA
5625
Hegarty Advisors
New York
$277K – – –
223 224
225
226 227