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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
3101
Blackston Financial Advisory Group
Florida
$319K +$302K +1,003 New
IFA
3102
Interactive Financial Advisors
Illinois
$318K +$603 +2 +0.2%
ECM
3103
EMC Capital Management
Texas
$318K – – –
OGC
3104
Oak Grove Capital
New Hampshire
$318K -$15.1K -50 -5%
MAM
3105
MMA Asset Management
Pennsylvania
$318K – – –
PHIMC
3106
Private Harbour Investment Management & Counsel
Ohio
$318K – – –
PI
3107
Pachira Investments
California
$318K +$5.72K +19 +2%
SPS
3108
Susquehanna Portfolio Strategies
Pennsylvania
$318K +$301K +1,000 New
OFG
3109
Opulen Financial Group
Virginia
$317K +$28.6K +95 +11%
QPW
3110
Quantum Private Wealth
Florida
$317K -$231K -768 -44%
CPWA
3111
Cerro Pacific Wealth Advisors
California
$315K +$56.9K +189 +24%
GWS
3112
Greykasell Wealth Strategies
California
$315K +$29.8K +99 +11%
CFP
3113
Cypress Financial Planning
New Jersey
$315K +$48.2K +160 +19%
4WM
3114
49 Wealth Management
Texas
$314K -$45.2K -150 -13%
M1FG
3115
Mach-1 Financial Group
Arkansas
$314K -$271K -899 -48%
BC
3116
Barnett & Company
Tennessee
$314K +$297K +987 New
AR
3117
Apeiron RIA
Texas
$313K -$26.5K -88 -8%
AWA
3118
Alaska Wealth Advisors
Alaska
$313K +$9.64K +32 +3%
BSB
3119
Bangor Savings Bank
Maine
$313K +$16.6K +55 +6%
OHIS
3120
Oak Harvest Investment Services
Texas
$312K -$301 -1 -0.1%
AA
3121
Addison Advisors
Vermont
$312K +$22.6K +75 +8%
SCM
3122
Stonehearth Capital Management
Massachusetts
$311K -$39.2K -130 -12%
SAMC
3123
Spectrum Asset Management (California)
California
$311K +$17.5K +58 +6%
CSIA
3124
Conrad Siegel Investment Advisors
Pennsylvania
$310K +$10.2K +34 +4%
FSCM
3125
Front Street Capital Management
Montana
$310K – – –
123 124
125
126 127