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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
5626
Renaissance Group
Kentucky
$287K +$45.5K +248 +18%
PSA
5627
Plum Street Advisors
Louisiana
$286K +$18K +98 +6%
HPA
5628
High Probability Advisors
New York
$286K +$301K +1,639 New
FWA
5629
FORM Wealth Advisors
Wisconsin
$286K -$8.81K -48 -3%
BFA
5630
Bridgelight Financial Advisors
Connecticut
$285K +$46.8K +255 +19%
AAG
5631
Avalon Advisory Group
Pennsylvania
$284K – – –
LHEI
5632
Leo H. Evart Inc
California
$284K +$299K +1,629 New
BS
5633
Brighton Securities
New York
$284K +$99.3K +541 +50%
SF
5634
SWP Financial
California
$284K -$22K -120 -7%
TIM
5635
Thompson Investment Management
Wisconsin
$284K -$7.89K -43 -3%
MFS
5636
Madrid Financial Services
California
$283K +$51.4K +280 +21%
LS
5637
LCW Services
Virginia
$282K – – –
BPWM
5638
BCS Private Wealth Management
New Jersey
$282K -$24.2K -132 -8%
BP
5639
BCK Partners
New York
$282K – – –
SDAM
5640
Shulman DeMeo Asset Management
New York
$281K – – –
TFG
5641
Team Financial Group
California
$280K +$5.14K +28 +2%
GWM
5642
Graybill Wealth Management
Illinois
$280K – – –
SC
5643
Schiavi & Co
Delaware
$279K -$1.47K -8 -0.5%
CGA
5644
Compound Global Advisors
Washington
$279K +$178K +969 +154%
TCTWM
5645
Three Cord True Wealth Management
Pennsylvania
$279K -$5.14K -28 -2%
IWM
5646
Inlight Wealth Management
Georgia
$278K +$1.1K +6 +0.4%
SPM
5647
Summit Portfolio Management
Nevada
$277K +$292K +1,591 New
JAA
5648
Joel Adams & Associates
North Carolina
$277K – – –
TA
5649
Tectonic Advisors
Texas
$277K -$874K -4,766 -75%
HA
5650
Hegarty Advisors
New York
$277K – – –
224 225
226
227 228