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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
3576
Bell Investment Advisors
California
$440K +$14.3K +41 +3%
HIF
3577
Hill Island Financial
Michigan
$438K +$430K +1,234 New
PFM
3578
Potomac Fund Management
Florida
$438K +$25.1K +72 +6%
SA
3579
Scarborough Advisors
Maryland
$438K +$16.4K +47 +4%
FC
3580
Fusion Capital
South Carolina
$437K -$19.5K -56 -4%
TFO
3581
Timonier Family Office
North Carolina
$437K – – –
JGIA
3582
Jackson Grant Investment Advisers
Connecticut
$436K – – –
1CP
3583
17 Capital Partners
Arizona
$436K – – –
PFW
3584
Petros Family Wealth
Minnesota
$435K +$21.6K +62 +5%
SHWM
3585
Smith & Howard Wealth Management
Georgia
$435K -$107K -307 -20%
ACM
3586
Ascent Capital Management
Oregon
$435K +$16.4K +47 +4%
PFA
3587
Plotkin Financial Advisors
Maryland
$434K +$8.71K +25 +2%
VI
3588
VanderPol Investments
Michigan
$432K -$13.2K -38 -3%
MWC
3589
MBM Wealth Consultants
Missouri
$431K – – –
EFG
3590
Embree Financial Group
Illinois
$430K +$24.4K +70 +6%
SSC
3591
Syverson Strege & Co
Iowa
$430K +$422K +1,211 New
JTWM
3592
Jackson Thornton Wealth Management
Alabama
$430K -$12.9K -37 -3%
PAG
3593
Powers Advisory Group
Illinois
$429K +$349 +1 +0.1%
KAM
3594
KEB Asset Management
Illinois
$429K – – –
TWM
3595
Triton Wealth Management
Arizona
$429K +$422K +1,211 New
BBWP
3596
Beacon Bridge Wealth Partners
Pennsylvania
$429K +$349 +1 +0.1%
LSL
3597
Legacy Solutions LLC
Pennsylvania
$428K +$25.1K +72 +6%
AIA
3598
AIMZ Investment Advisors
California
$428K – – –
CFG
3599
Carter Financial Group
Illinois
$426K +$419K +1,203 New
CWM
3600
C2C Wealth Management
Arizona
$426K – – –
142 143
144
145 146