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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3201
VSM Wealth Advisory
Maryland
$461K -$6.18K -15 -1%
BFA
3202
Bright Financial Advisors
Michigan
$461K – – –
CCMI
3203
Creative Capital Management Investments
California
$460K -$85.3K -207 -14%
SIM
3204
Synergy Investment Management
Florida
$460K +$37.1K +90 +8%
MCCP
3205
Mission Creek Capital Partners
California
$460K +$27.2K +66 +6%
AA
3206
AF Advisors
California
$459K – – –
MSWM
3207
Mowery & Schoenfeld Wealth Management
Illinois
$458K -$23.1K -56 -4%
MAM
3208
Mystic Asset Management
Rhode Island
$458K +$2.88K +7 +0.6%
CCA
3209
Cora Capital Advisors
New Jersey
$457K -$11.9K -29 -2%
SPWG
3210
Sage Private Wealth Group
Illinois
$457K +$14K +34 +3%
SCA
3211
STALEY CAPITAL ADVISERS
Pennsylvania
$455K -$2.47M -6,000 -83%
WLPWM
3212
Walled Lake Planning & Wealth Management
Illinois
$455K +$11.9K +29 +2%
EP
3213
E6 Portfolios
Utah
$455K +$106K +257 +27%
LFA
3214
Lauterbach Financial Advisors
Texas
$454K – – –
CPL
3215
Capital & Planning LLC
Georgia
$452K +$501K +1,217 New
FFA
3216
Fairfield Financial Advisors
Massachusetts
$451K -$13.2K -32 -3%
CTWM
3217
Cherry Tree Wealth Management
Minnesota
$451K – – –
PWA
3218
Perspective Wealth Advisors
Colorado
$450K +$44.9K +109 +10%
SF
3219
Slagle Financial
Illinois
$450K +$26.8K +65 +6%
S
3220
Systrade
Liechtenstein
$450K – – –
CIA
3221
Cape Investment Advisory
Georgia
$449K +$45.3K +110 +10%
WFA
3222
WMG Financial Advisors
Tennessee
$449K +$43.3K +105 +10%
SRCM
3223
Signature Resources Capital Management
California
$449K +$95.6K +232 +24%
SSWG
3224
Seven Springs Wealth Group
Tennessee
$448K – – –
FNBOH
3225
First National Bank of Hutchinson
Kansas
$447K +$250K +606 +102%
127 128
129
130 131