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Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
3626
Founders Capital Management (Texas)
Texas
$215K – – –
LFA
3627
Level Financial Advisors
New York
$215K +$171K +532 New
CFGA
3628
Cambridge Financial Group (Arizona)
Arizona
$214K +$171K +531 New
RFO
3629
RiverGlades Family Offices
Florida
$214K +$171K +530 New
TFG
3630
Taylor Financial Group
Virginia
$214K -$352K -1,095 -67%
PAG
3631
Poinciana Advisors Group
Florida
$214K +$171K +530 New
ILI
3632
Invesco LLC (Illinois)
Illinois
$214K +$170K +529 New
VWWMG
3633
Vermillion & White Wealth Management Group
Pennsylvania
$213K -$58.2K -181 -26%
SWC
3634
Spectrum Wealth Counsel
Indiana
$213K -$6.43K -20 -4%
FWTB
3635
First Western Trust Bank
Colorado
$213K +$170K +527 New
GG
3636
GenWealth Group
New Jersey
$213K +$170K +527 New
DBIA
3637
Dumont & Blake Investment Advisors
New Jersey
$212K -$964K -2,997 -85%
BONST
3638
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$169K +525 New
AWM
3639
Accredited Wealth Management
Kentucky
$212K +$169K +524 New
SI
3640
Saxon Interests
Texas
$211K +$168K +523 New
AWA
3641
Archvest Wealth Advisors
California
$211K +$168K +522 New
HWA
3642
Hilltop Wealth Advisors
North Carolina
$211K +$168K +521 New
IAS
3643
Investment Advisory Services
Texas
$210K +$167K +520 New
KC
3644
Knuff & Co
California
$210K +$167K +520 New
BCM
3645
Barden Capital Management
Texas
$210K +$167K +519 New
WG
3646
Winton Group
United Kingdom
$209K -$1.28M -3,985 -88%
LFP
3647
Leeward Financial Partners
Washington
$209K +$167K +518 New
UB
3648
Umpqua Bank
Oregon
$209K +$170K +527 New
RWM
3649
Refined Wealth Management
Utah
$209K +$166K +517 New
VF
3650
Vawter Financial
Ohio
$209K +$166K +517 New
144 145
146
147 148