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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3901
Intelligence Driven Advisers
California
$263K +$53.6K +121 +26%
RWM
3902
Rench Wealth Management
Texas
$263K -$3.55K -8 -1%
AF
3903
Align Financial
Minnesota
$263K +$259K +585 New
QAM
3904
Q3 Asset Management
Michigan
$263K -$98.9K -223 -28%
PP
3905
Pacifica Partners
Canada
$263K -$2.22K -5 -0.8%
WP
3906
Walleye Partners
Wisconsin
$263K +$259K +584 New
KFG
3907
Kelly Financial Group
Connecticut
$262K – – –
RFS
3908
Retirement Financial Solutions
Tennessee
$262K – – –
AIM
3909
Avity Investment Management
Connecticut
$261K – – –
VFIC
3910
Valley Forge Investment Consultants
Pennsylvania
$260K -$1.33K -3 -0.5%
HI
3911
Human Investing
Oregon
$260K +$11.1K +25 +5%
BCM
3912
Bannerstone Capital Management
Minnesota
$259K +$256K +577 New
MAG
3913
Meadowbrook Advisors Group
New Jersey
$259K +$256K +577 New
UFA
3914
Unify Financial Advisors
Florida
$259K +$256K +577 New
1IA
3915
1620 Investment Advisors
Massachusetts
$259K -$443 -1 -0.2%
CC
3916
Cultivar Capital
Texas
$259K – – –
BC
3917
Brio Consultants
California
$259K +$11.5K +26 +5%
NRS
3918
Neville Rodie & Shaw
New York
$258K – – –
SRC
3919
Shufro Rose & Co
New York
$258K +$254K +574 New
SWM
3920
Shakespeare Wealth Management
Wisconsin
$258K -$7.54K -17 -3%
UPS
3921
UHLMANN PRICE SECURITIES
Illinois
$257K +$1.33K +3 +0.5%
DWA
3922
Dougherty Wealth Advisers
Minnesota
$256K – – –
PFA
3923
Providence Financial Advisors
Kansas
$256K +$253K +570 New
SFC
3924
Strategic Financial Concepts
Texas
$256K -$8.59M -19,389 -97%
TCM
3925
Tufton Capital Management
Maryland
$256K – – –
155 156
157
158 159