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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1776
Falcon Wealth Planning
California
$375K +$432K +3,245 New
CSA
1777
Cottage Street Advisors
Massachusetts
$374K -$639K -4,800 -60%
KOC
1778
Koss-Olinger Consulting
Florida
$374K -$15.4K -116 -3%
MIM
1779
Merrion Investment Management
New Jersey
$373K +$6.65K +50 +2%
IWN
1780
Independent Wealth Network
Iowa
$373K +$88.5K +665 +26%
HFG
1781
Heron Financial Group
New York
$372K -$51.1K -384 -11%
KFS
1782
Kaizen Financial Strategies
California
$372K +$74.8K +562 +21%
OFG
1783
Oxford Financial Group
Indiana
$370K +$20K +150 +5%
WSTAM
1784
Wilbanks Smith & Thomas Asset Management
Virginia
$369K -$6.18M -46,429 -92%
GKWIM
1785
Gerber Kawasaki Wealth & Investment Management
California
$369K -$1.53M -11,473 -78%
EP
1786
Eudaimonia Partners
Tennessee
$368K +$424K +3,185 New
GA
1787
Geller Advisors
New York
$365K +$12.4K +93 +3%
RFN
1788
RDA Financial Network
Iowa
$365K +$240K +1,807 +134%
CWAG
1789
Compton Wealth Advisory Group
Virginia
$363K +$418K +3,143 New
CIAS
1790
CBIZ Investment Advisory Services
Ohio
$362K -$329K -2,471 -44%
NWM
1791
Northcape Wealth Management
New York
$362K +$146K +1,099 +54%
RGF
1792
Retirement Guys Formula
Ohio
$361K +$140K +1,054 +51%
DAM
1793
Deltec Asset Management
New York
$361K +$416K +3,125 New
PWW
1794
Pettyjohn Wood & White
Virginia
$359K -$138K -1,040 -25%
MWA
1795
Moser Wealth Advisors
Washington
$359K +$123K +922 +42%
WSC
1796
Wellington Shields & Co
New York
$358K +$1.33K +10 +0.3%
DCM
1797
Donaldson Capital Management
Indiana
$358K +$20.6K +155 +5%
PB
1798
Pinnacle Bancorp
Nebraska
$357K +$60K +451 +17%
VFA
1799
Voya Financial Advisors
Connecticut
$356K -$523K -3,933 -57%
CCM
1800
Compton Capital Management
Rhode Island
$356K -$243K -1,825 -37%
70 71
72
73 74