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Name Holding Trade Value Shares
Change 		Change in
Stake
BFF
4001
Byrne Financial Freedom
Massachusetts
$222K +$210K +529 New
ILI
4002
Invesco LLC (Illinois)
Illinois
$222K +$210K +529 New
VC
4003
VarCov Co
Connecticut
$222K +$210K +528 New
SI
4004
Saxon Interests
Texas
$222K +$210K +528 New
UCI
4005
Uncommon Cents Investing
Wisconsin
$222K +$210K +527 New
FF
4006
Fluent Financial
Texas
$221K +$209K +526 New
SCM
4007
Step Capital Management
$221K – – –
RWM
4008
Raffa Wealth Management
District of Columbia
$220K +$25.1K +63 +14%
PWS
4009
Peloton Wealth Strategists
Indiana
$220K +$208K +524 New
TCA
4010
Trifecta Capital Advisors
Illinois
$220K +$8.35K +21 +4%
WIA
4011
Wetzel Investment Advisors
Indiana
$220K -$18.7K -47 -8%
FF
4012
Foronjy Financial
California
$219K +$207K +521 New
VV
4013
Verity & Verity
South Carolina
$219K +$207K +521 New
TPWM
4014
Twelve Points Wealth Management
Massachusetts
$219K +$207K +521 New
SWM
4015
Selective Wealth Management
Virginia
$219K +$229K +575 New
BEAM
4016
Baker Ellis Asset Management
Washington
$218K +$206K +519 New
BA
4017
BCM Advisors
Louisiana
$218K +$8.75K +22 +3%
HFA
4018
Hippocratic Financial Advisors
California
$217K +$205K +515 New
LFASL
4019
Lugano Financial Advisors SA (LFA)
Switzerland
$216K +$15.1K +38 +8%
CCT
4020
Capital City Trust
Florida
$216K +$204K +514 New
LAS
4021
LWM Advisory Services
Florida
$216K -$240K -603 -54%
C
4022
Covestor
United Kingdom
$215K -$79.5K -200 -28%
GCM
4023
Gables Capital Management
Florida
$215K +$46.9K +118 +30%
MAM
4024
McLaughlin Asset Management
Illinois
$215K +$203K +511 New
NAC
4025
NI Acquisitions Company
Pennsylvania
$215K +$203K +511 New
159 160
161
162 163