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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
4001
Parkside Investments
Illinois
$247K +$349 +1 +0.1%
VPWA
4002
Vestia Personal Wealth Advisors
Indiana
$246K +$9.41K +27 +4%
BWM
4003
BKM Wealth Management
Wisconsin
$245K -$2.09K -6 -0.9%
PAG
4004
Poinciana Advisors Group
Florida
$245K +$18.5K +53 +8%
BIA
4005
BHK Investment Advisors
Alabama
$245K +$4.53K +13 +2%
HTWM
4006
Hartmann Taylor Wealth Management
Texas
$245K – – –
RA
4007
Riverstone Advisors
Texas
$244K – – –
TI
4008
tru Independence
Oregon
$244K +$9.41K +27 +4%
RIM
4009
Reliant Investment Management
Tennessee
$244K – – –
CISOA
4010
Capital Investment Services of America
Wisconsin
$243K – – –
IWB
4011
Innovative Wealth Building
Maryland
$243K +$24.7K +71 +12%
SIC
4012
SFE Investment Counsel
California
$243K -$43.9K -126 -16%
CP
4013
Creekside Partners
California
$243K – – –
CA
4014
Carson Advisory
Georgia
$243K -$2.79K -8 -1%
FA
4015
Financial Avengers
California
$241K +$349 +1 +0.1%
T
4016
Tableaux
Massachusetts
$241K – – –
CYG
4017
Clean Yield Group
Vermont
$241K – – –
ONST
4018
Old North State Trust
North Carolina
$241K +$237K +679 New
RWA
4019
Rooted Wealth Advisors
Illinois
$241K +$6.62K +19 +3%
BWIA
4020
Bryant Woods Investment Advisors
New York
$240K -$3.83K -11 -2%
WPIC
4021
White Pine Investment Company
Michigan
$240K +$349 +1 +0.1%
PAYA
4022
Phil A. Younker & Associates
Alaska
$240K – – –
FWM
4023
FMB Wealth Management
California
$240K +$235K +675 New
TFGT
4024
TS Financial Group (TSFG)
Illinois
$239K -$17.1K -49 -7%
SG
4025
Strid Group
Pennsylvania
$239K – – –
159 160
161
162 163