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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4076
Bridgelight Financial Advisors
Connecticut
$269K +$5.46K +17 +2%
AEPWM
4077
Atlantic Edge Private Wealth Management
Florida
$269K +$28.3K +88 +13%
ST
4078
Somerset Trust
Pennsylvania
$269K – – –
TFS
4079
Targeted Financial Services
Florida
$267K +$250K +779 New
GRWP
4080
Green Ridge Wealth Planning
New Jersey
$267K – – –
FNBTCON
4081
First National Bank & Trust Co of Newtown
Pennsylvania
$267K +$234K +729 New
DBFM
4082
Dickmeyer Boyce Financial Management
Indiana
$267K +$250K +778 New
WAG
4083
Wheelhouse Advisory Group
Missouri
$267K +$321 +1 +0.1%
SIA
4084
Sovereign Investment Advisors
Arizona
$267K +$249K +777 New
TFGT
4085
TS Financial Group (TSFG)
Illinois
$266K +$27.3K +85 +12%
CCP
4086
Caden Capital Partners
California
$266K – – –
KNFPWM
4087
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$266K -$356K -1,108 -59%
MBC
4088
Michael Brady & Co
Ohio
$266K +$321 +1 +0.1%
BOSSRA
4089
B.O.S.S. Retirement Advisors
Utah
$266K +$248K +774 New
WA
4090
WESPAC Advisors
California
$265K -$31.5K -98 -11%
IQI
4091
Integrated Quantitative Investments
Washington
$265K -$144K -447 -37%
TCM
4092
TT Capital Management
California
$265K -$3.21K -10 -1%
WAM
4093
WNY Asset Management
New York
$265K +$18.9K +59 +8%
CI
4094
Chartist Inc
California
$264K – – –
PAG
4095
Paladin Advisory Group
Iowa
$264K – – –
KWM
4096
Kaydan Wealth Management
Michigan
$264K +$33.7K +105 +16%
APW
4097
Aurora Private Wealth
New Jersey
$262K -$36.6K -114 -13%
KCM
4098
Kendall Capital Management
Maryland
$262K – – –
MAMG
4099
Milestone Asset Management Group
Connecticut
$262K – – –
MP
4100
McDonald Partners
Ohio
$261K -$67.7K -211 -22%
162 163
164
165 166