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Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
3501
Blue Oak Capital
California
$456K – – –
NIA
3502
NIA Impact Advisors
California
$456K – – –
WCP
3503
Wealthcare Capital Partners
Pennsylvania
$454K +$57.2K +169 +15%
EWS
3504
Evergreen Wealth Solutions
Pennsylvania
$453K +$14.2K +42 +3%
NC
3505
North Capital
Utah
$452K +$437K +1,290 New
SWA
3506
Strategies Wealth Advisors
Michigan
$452K +$437K +1,290 New
FC
3507
Fusion Capital
South Carolina
$451K +$5.41K +16 +1%
MWM
3508
MBE Wealth Management
Wisconsin
$451K +$435K +1,286 New
CIA
3509
Caerus Investment Advisors
Texas
$450K – – –
AAM
3510
Austin Asset Management
Texas
$449K +$11.2K +33 +3%
WA
3511
Waterford Advisors
New York
$449K – – –
KFC
3512
Klingenstein Fields & Co
New York
$447K +$10.5K +31 +2%
PIMG
3513
Patriot Investment Management Group
Tennessee
$447K – – –
UBG
3514
United Bank (Georgia)
Georgia
$446K -$55.2K -163 -11%
GWM
3515
Greenwich Wealth Management
Connecticut
$446K -$7.44K -22 -2%
RIA
3516
RPG Investment Advisory
California
$446K +$215K +636 +100%
WFA
3517
WMG Financial Advisors
Tennessee
$445K +$3.38K +10 +0.8%
AF
3518
Apollon Financial
South Carolina
$445K +$26.4K +78 +7%
GWM
3519
GSB Wealth Management
Connecticut
$445K +$4.74K +14 +1%
SR
3520
Syntax Research
Florida
$445K – – –
HIS
3521
Harvest Investment Services
Illinois
$444K +$43.3K +128 +11%
EIP
3522
Ellis Investment Partners
Pennsylvania
$444K +$28.1K +83 +7%
HS
3523
Horan Securities
United States
$444K -$17.3K -51 -4%
TDC
3524
Thompson Davis & Co
Virginia
$443K +$13.9K +41 +3%
SN
3525
Sittner & Nelson
Oregon
$442K – – –
139 140
141
142 143