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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
4051
Evergreen Private Wealth
Colorado
$211K +$601 +2 +0.3%
CCA
4052
Clearwater Capital Advisors
Illinois
$211K +$201K +668 New
CFG
4053
Clayton Financial Group
Missouri
$211K +$201K +667 New
AWMG
4054
Alliance Wealth Management Group
New Jersey
$210K +$200K +665 New
SH
4055
SLT Holdings
Arizona
$210K +$200K +665 New
VCWM
4056
Vista Cima Wealth Management
Arizona
$210K +$200K +665 New
AWM
4057
AllSquare Wealth Management
New York
$210K – – –
PFA
4058
Pinnacle Family Advisors
Missouri
$209K +$199K +662 New
EFP
4059
Elser Financial Planning
Indiana
$209K +$199K +661 New
CMS
4060
Capital Market Strategies
Florida
$209K +$198K +660 New
MB
4061
Mizuho Bank
Japan
$209K +$18K +60 +10%
RAG
4062
RIA Advisory Group
Iowa
$208K -$34.9K -116 -15%
TLFA
4063
True Link Financial Advisors
California
$208K +$198K +659 New
SPP
4064
Single Point Partners
Massachusetts
$208K +$198K +658 New
EA
4065
Ergawealth Advisors
Illinois
$208K -$42.4K -141 -18%
BMD
4066
Better Money Decisions
New Mexico
$207K +$197K +656 New
BIA
4067
BHK Investment Advisors
Alabama
$207K -$73.1K -243 -27%
GPW
4068
Gray Private Wealth
Massachusetts
$207K +$197K +655 New
WIP
4069
WealthCare Investment Partners
Rhode Island
$207K +$198K +658 New
CC
4070
Climber Capital
Switzerland
$207K +$197K +655 New
TI
4071
tru Independence
Oregon
$207K +$197K +654 New
KCM
4072
Kendall Capital Management
Maryland
$205K -$33.1K -110 -15%
2L
4073
25 LLC
Missouri
$205K +$195K +648 New
SPAS
4074
Spectrum Planning & Advisory Services
California
$205K +$195K +648 New
BOSSRA
4075
B.O.S.S. Retirement Advisors
Utah
$205K -$5.25M -17,458 -96%
161 162
163
164 165