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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2951
Capital Directions Investment Advisors
Georgia
$217K +$217K +410 New
RW
2952
Reframe Wealth
Virginia
$217K +$217K +410 New
WF
2953
Wayfinding Financial
Washington
$217K -$38.7K -73 -13%
NCM
2954
Noesis Capital Mangement
Florida
$217K +$6.36K +12 +3%
SCA
2955
Southern Capital Advisors
Tennessee
$216K +$4.24K +8 +2%
CAM
2956
Claret Asset Management
Quebec, Canada
$216K +$4.77K +9 +2%
GA
2957
Greenspring Advisors
Maryland
$215K -$51.4K -97 -19%
IIA
2958
Integral Investment Advisors
California
$215K – – –
OCM
2959
Orion Capital Management
California
$215K +$36K +68 +20%
OHIS
2960
Oak Harvest Investment Services
Texas
$214K -$4.24K -8 -2%
VFG
2961
V2 Financial group
Illinois
$214K – – –
1WM
2962
1900 Wealth Management
Texas
$213K +$2.12K +4 +1%
SW
2963
Simplicity Wealth
New Jersey
$213K +$212K +401 New
OKSA
2964
O'Keefe Stevens Advisory
New York
$212K -$52.4K -99 -20%
GD
2965
Grandfield & Dodd
New York
$212K – – –
KBFS
2966
Kohmann Bosshard Financial Services
Ohio
$212K – – –
MFS
2967
Mirabella Financial Services
United Kingdom
$212K +$212K +400 New
HG
2968
Harbor Group
New Hampshire
$211K +$211K +398 New
AFS
2969
Axiom Financial Strategies
Indiana
$210K -$10.1K -19 -5%
HAC
2970
Harbor Advisory Corp
New Hampshire
$210K -$4.77K -9 -2%
OSNBOA
2971
Old Second National Bank of Aurora
Illinois
$210K +$10.1K +19 +5%
LSA
2972
Lion Street Advisors
Texas
$210K +$20.7K +39 +9%
SWM
2973
Shakespeare Wealth Management
Wisconsin
$210K +$209K +395 New
OW
2974
Olistico Wealth
Oklahoma
$209K +$209K +394 New
NA
2975
Nottingham Advisors
New York
$208K +$208K +393 New
117 118
119
120 121