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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3276
Callan Capital
California
$341K +$7.39K +30 +2%
GWM
3277
GSB Wealth Management
Connecticut
$340K -$7.64K -31 -2%
EMFAT
3278
Emerald Mutual Fund Advisers Trust
Pennsylvania
$340K +$26.6K +108 +9%
PFM
3279
Phillips Financial Management
Indiana
$340K +$28.3K +115 +10%
PA
3280
Prism Advisors
California
$339K +$73.9K +300 +30%
CWA
3281
Consilio Wealth Advisors
Washington
$338K +$56K +227 +21%
GWP
3282
Gateway Wealth Partners
Wisconsin
$336K -$427K -1,734 -57%
IF
3283
Integrity Financial
Wyoming
$336K -$246K -999 -44%
LCGC
3284
Legacy Capital Group California
California
$336K +$57.7K +234 +22%
RCG
3285
Resource Consulting Group
Florida
$335K +$317K +1,287 New
PBO
3286
Peoples Bank (Ohio)
Ohio
$335K -$12.8K -52 -4%
CIA
3287
Caerus Investment Advisors
Texas
$334K -$1.48K -6 -0.5%
DP
3288
Divergent Planning
Maryland
$334K – – –
LC
3289
LCNB Corp
Ohio
$334K -$3.94K -16 -1%
TC
3290
Trilogy Capital
California
$333K +$4.19K +17 +1%
SFC
3291
Swisher Financial Concepts
Ohio
$333K +$310K +1,258 New
JWM
3292
JPL Wealth Management
Colorado
$333K +$315K +1,278 New
OC
3293
Oarsman Capital
Wisconsin
$333K +$31.5K +128 +11%
KA
3294
Kure Advisory
Minnesota
$332K -$28.6K -116 -8%
MFG
3295
Mendota Financial Group
Wisconsin
$332K +$248K +1,006 +373%
SFG
3296
Socha Financial Group
New York
$331K +$493 +2 +0.2%
BFPW
3297
BOK Financial Private Wealth
Colorado
$330K +$124K +502 +66%
TPW
3298
Tiller Private Wealth
Pennsylvania
$330K -$19.7K -80 -6%
SR
3299
Syntax Research
Florida
$329K -$8.38K -34 -3%
FWP
3300
Falcon Wealth Planning
California
$329K +$47.3K +192 +18%
130 131
132
133 134