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Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
3426
Dominguez Wealth Management Solutions
Virginia
$214K +$203K +674 New
LFA
3427
Level Financial Advisors
New York
$214K +$203K +674 New
VPP
3428
Vertex Planning Partners
Illinois
$214K +$203K +674 New
GF
3429
Gabelli Funds
New York
$213K +$202K +672 New
FFG
3430
Foundry Financial Group
New Hampshire
$213K +$202K +671 New
OFP
3431
OLIO Financial Planning
Virginia
$213K +$202K +670 New
LSL
3432
Legacy Solutions LLC
Pennsylvania
$213K +$202K +670 New
TIAM2
3433
Tru Independence Asset Management 2
Oregon
$213K +$202K +670 New
WFG
3434
Wills Financial Group
Virginia
$213K +$202K +670 New
ODFS
3435
O'Donnell Financial Services
California
$212K +$201K +668 New
RWM
3436
Refined Wealth Management
Utah
$212K +$201K +668 New
DBIA
3437
Dumont & Blake Investment Advisors
New Jersey
$212K +$201K +666 New
RIS
3438
Retirement Income Solutions
Michigan
$211K -$75K -249 -27%
CIC
3439
Chilton Investment Company
Connecticut
$211K +$200K +665 New
AT
3440
Avalon Trust
New Mexico
$210K – – –
ANBT
3441
American National Bank & Trust
Texas
$210K +$167K +553 +512%
CA
3442
Cumberland Advisors
Florida
$210K +$199K +660 New
PBF
3443
Petix & Botte Financial
California
$210K +$199K +660 New
SC
3444
Skylands Capital
Wisconsin
$210K +$199K +660 New
KRW
3445
Kaufman Rossin Wealth
Florida
$209K +$199K +659 New
TFP
3446
Triune Financial Partners
Kansas
$209K +$198K +657 New
CFS
3447
Cannon Financial Strategists
Georgia
$209K -$34.9K -116 -15%
PCM
3448
Pointe Capital Management
Michigan
$209K +$198K +657 New
PWSG
3449
Pacific Wealth Strategies Group
California
$208K +$203K +675 New
MHIC
3450
Marble Harbor Investment Counsel
Massachusetts
$208K +$197K +655 New
136 137
138
139 140