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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
1751
Royal Capital Wealth Management
Indiana
$228K -$41.9K -2,861 -16%
POIA
1752
Pin Oak Investment Advisors
Texas
$228K +$2.95K +201 +1%
BIP
1753
Blueprint Investment Partners
North Carolina
$228K +$3.02K +206 +1%
DE
1754
Day & Ennis
Georgia
$228K -$201K -13,682 -47%
FBB
1755
Fulton Breakefield Broenniman
Maryland
$227K +$41.9K +2,857 +23%
BC
1756
Barrett & Company
Rhode Island
$227K +$19.4K +1,321 +10%
CTWM
1757
Cherry Tree Wealth Management
Minnesota
$227K – – –
EFG
1758
Everhart Financial Group
Ohio
$227K -$126K -8,613 -36%
TA
1759
TFG Advisers
Michigan
$226K +$249 +17 +0.1%
EIG
1760
Ellenbecker Investment Group
Wisconsin
$226K +$4.24K +289 +2%
CT
1761
Colonial Trust
South Carolina
$226K +$7.23K +493 +3%
AF
1762
Affiance Financial
Minnesota
$226K -$31.2K -2,127 -12%
PFA
1763
Pure Financial Advisors
California
$225K +$36.8K +2,509 +20%
BOC
1764
Barbara Oil Co
Illinois
$225K – – –
PCMU
1765
Paragon Capital Management (Utah)
Utah
$225K – – –
BFG
1766
Bouchey Financial Group
New York
$225K +$15.8K +1,081 +8%
SL
1767
SWMG LLC
Texas
$225K – – –
SWM
1768
Stockman Wealth Management
Montana
$225K -$6.21M -423,835 -97%
MIA
1769
Milestone Investment Advisors
Wisconsin
$224K +$219K +14,931 New
HI
1770
Harrington Investments
California
$223K – – –
DWM
1771
Darwin Wealth Management
Florida
$222K +$1.51K +103 +0.7%
BOPW
1772
Brandywine Oak Private Wealth
Pennsylvania
$222K -$30.1K -2,056 -12%
TFGT
1773
TS Financial Group (TSFG)
Illinois
$222K +$14.4K +979 +7%
TI
1774
Truepoint Inc
Ohio
$222K +$217K +14,780 New
IWP
1775
Icon Wealth Partners
Texas
$222K -$40.9K -2,793 -16%
69 70
71
72 73