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Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
2101
Lesa Sroufe & Co
Washington
$209K +$209K +2,007 New
SPIO
2102
Seven Post Investment Office
California
$209K +$208K +2,003 New
QP
2103
Quilter Plc
United Kingdom
$209K +$21.9K +210 New
MWM
2104
Madison Wealth Management
Ohio
$208K +$208K +2,001 New
DA
2105
DCF Advisers
Connecticut
$208K +$208K +2,000 New
ACM
2106
Advance Capital Management
Michigan
$208K +$208K +1,999 New
WJA
2107
Willis Johnson & Associates
Texas
$207K -$51.1K -491 -20%
LWANC
2108
Laurel Wealth Advisors (North Carolina)
North Carolina
$206K +$1.04K +10 +0.5%
EA
2109
Eudaimonia Advisors
Tennessee
$206K +$206K +1,980 New
CWMU
2110
Caliber Wealth Management (Utah)
Utah
$206K -$12.7K -122 -6%
BFA
2111
Brendel Financial Advisors
New Hampshire
$206K +$206K +1,978 New
WB
2112
Webster Bank
Connecticut
$206K – – –
CIG
2113
Cascade Investment Group
Colorado
$206K +$206K +1,976 New
CAAS
2114
Capital Asset Advisory Services
Michigan
$206K -$21.6K -208 -10%
RFA
2115
Resurgent Financial Advisors
Georgia
$205K +$48.1K +462 +31%
IF
2116
Integrity Financial
Wyoming
$205K +$204K +1,964 New
WWG
2117
West Wealth Group
California
$204K -$12K -115 -6%
CWM
2118
Compass Wealth Management
Connecticut
$203K – – –
FRA
2119
Front Row Advisors
California
$203K – – –
MIH
2120
Meitav Investment House
Israel
$203K +$183K +1,761 New
MA
2121
Mezzasalma Advisors
New Jersey
$203K +$203K +1,946 New
B
2122
Bridgeworth
Alabama
$202K -$10.3K -99 -5%
KA
2123
KLCM Advisors
Wisconsin
$201K -$30K -288 -13%
UWPG
2124
Ullmann Wealth Partners Group
Florida
$201K +$201K +1,929 New
SWM
2125
Seed Wealth Management
Illinois
$201K +$201K +1,928 New
83 84
85
86 87