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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
3251
Severin Investments
Missouri
$347K +$276K +859 New
BF
3252
Brooklyn FI
New York
$346K – – –
AAM
3253
Augustine Asset Management
Florida
$346K +$276K +857 New
FW
3254
Fidato Wealth
Ohio
$345K +$275K +855 New
EFN
3255
Equita Financial Network
Pennsylvania
$344K +$274K +852 New
WAOI
3256
Wealth Advisors of Iowa
Iowa
$344K +$274K +852 New
FA
3257
Financial Advisors
Massachusetts
$344K -$45K -140 -14%
SCA
3258
Sippican Capital Advisors
Massachusetts
$344K -$965 -3 -0.4%
EFG
3259
Embree Financial Group
Illinois
$344K +$274K +851 New
EIP
3260
Ellis Investment Partners
Pennsylvania
$343K – – –
GIP
3261
Greatmark Investment Partners
Georgia
$343K – – –
ELM
3262
Elite Life Management
Florida
$343K +$273K +850 New
EWA
3263
EQ Wealth Advisors
Texas
$343K +$273K +849 New
IA
3264
Intellus Advisors
Florida
$343K +$273K +849 New
MCM
3265
Monument Capital Management
Virginia
$343K +$273K +849 New
WW
3266
Westshore Wealth
California
$342K -$15.4K -48 -5%
RWS
3267
Resolute Wealth Strategies
Mississippi
$342K +$273K +847 New
WF
3268
Wayfinding Financial
Washington
$342K +$273K +848 New
CA
3269
Capital Advantage
California
$341K +$272K +844 New
OC
3270
Optima Capital
Oregon
$341K +$272K +844 New
MPM
3271
Meritage Portfolio Management
Kansas
$340K – – –
MFA
3272
Morling Financial Advisors
California
$340K -$71.4K -222 -21%
OPA
3273
Old Port Advisors
Maine
$340K +$1.61K +5 +0.6%
OA
3274
Operose Advisors
Wisconsin
$339K -$66.9K -208 -20%
AWM
3275
Altus Wealth Management
Kentucky
$339K -$72.1K -224 -21%
129 130
131
132 133