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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1801
Burke & Herbert Bank & Trust
Virginia
$312K – – –
GSWA
1802
Good Steward Wealth Advisors
Tennessee
$312K +$329K +3,183 New
CMA
1803
Cedar Mountain Advisors
Oregon
$312K +$11.4K +110 +4%
DLCIG
1804
D.L. Carlson Investment Group
New Hampshire
$312K -$13.2K -128 -4%
LWM
1805
LJI Wealth Management
Indiana
$311K -$10.3K -100 -3%
WDG
1806
Wealth Dimensions Group
Ohio
$311K +$44.5K +430 +16%
SIC
1807
SFE Investment Counsel
California
$311K -$49.1K -475 -13%
BCA
1808
Bay Colony Advisors
Massachusetts
$311K -$9.92K -96 -3%
TC
1809
Tacita Capital
Ontario, Canada
$311K – – –
EAM
1810
Evanson Asset Management
California
$310K +$207 +2 +0.1%
ILI
1811
Invesco LLC (Illinois)
Illinois
$309K -$611K -5,908 -65%
SAM
1812
Sherman Asset Management
California
$308K -$827 -8 -0.3%
CCM
1813
Cloud Capital Management
Washington
$308K +$326K +3,151 New
PSIWM
1814
Paradigm Strategies in Wealth Management
Minnesota
$308K – – –
AF
1815
Advisornet Financial
Minnesota
$307K +$6.62K +64 +2%
TWM
1816
Tanager Wealth Management
United Kingdom
$305K -$18.8K -182 -6%
KTM
1817
Keeler Thomas Management
Utah
$305K -$248K -2,400 -44%
SGK
1818
Steigerwald Gordon & Koch
Virginia
$304K -$9.61K -93 -3%
LCM
1819
LCM Capital Management
Illinois
$303K +$7.96K +77 +3%
VC
1820
Veracity Capital
Georgia
$303K -$46K -445 -13%
NRC
1821
New Republic Capital
North Carolina
$302K -$413 -4 -0.1%
TWP
1822
Tyche Wealth Partners
Texas
$302K -$28.9K -280 -8%
FCM
1823
Fourpath Capital Management
Oklahoma
$302K -$6.82K -66 -2%
SB
1824
Strategic Blueprint
Georgia
$302K +$19.1K +185 +6%
KCFA
1825
Key Client Fiduciary Advisors
New Jersey
$301K +$11.9K +115 +4%
71 72
73
74 75