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Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
3501
Comprehensive Financial Consultants Institutional
Indiana
$281K -$29.5K -85 -12%
PFA
3502
Pathway Financial Advisers
Indiana
$281K -$82.5K -238 -27%
OW
3503
Olistico Wealth
Oklahoma
$281K – – –
HI
3504
Hendershot Investments
Virginia
$280K – – –
MF
3505
Midwestern Financial
Iowa
$280K – – –
BWA
3506
Boulder Wealth Advisors
Colorado
$280K +$219K +630 New
GA
3507
Greenspring Advisors
Maryland
$280K +$219K +630 New
BCM
3508
Brasada Capital Management
Texas
$279K – – –
GJIA
3509
Glass Jacobson Investment Advisors
Maryland
$279K – – –
GIC
3510
GFI Investment Counsel
Ontario, Canada
$279K +$218K +628 New
BIM
3511
Bullseye Investment Management
Ohio
$279K – – –
CWM
3512
Cranbrook Wealth Management
Michigan
$279K +$69.4K +200 +47%
LFP
3513
Lakeshore Financial Planning
Michigan
$278K +$217K +626 New
OPTFSNA
3514
Old Point Trust & Financial Services N A
Virginia
$278K – – –
CWL
3515
Causey Wealth LLC
Colorado
$278K +$217K +625 New
GFA
3516
Grunden Financial Advisory
Texas
$278K +$217K +625 New
PP
3517
Pacifica Partners
Canada
$278K – – –
PA
3518
Prossimo Advisors
California
$278K -$972K -2,803 -82%
IWM
3519
IMG Wealth Management
Florida
$277K +$144K +416 +201%
LFA
3520
Laraway Financial Advisors
Minnesota
$276K +$215K +621 New
CFG
3521
CKW Financial Group
Hawaii
$276K – – –
BC
3522
Barrett & Company
Rhode Island
$276K +$1.04K +3 +0.5%
ACA
3523
Ackerman Capital Advisors
Texas
$276K +$215K +620 New
MIM
3524
Montgomery Investment Management
Maryland
$276K +$215K +620 New
SWIA
3525
Solano Wealth Investment Advisors
California
$276K +$215K +620 New
139 140
141
142 143