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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1476
Diversified Enterprises
Delaware
$262K +$232K +1,045 New
BMWS
1477
Brady Martz Wealth Solutions
North Dakota
$261K +$232K +1,043 New
FSA
1478
Financial Security Advisor
Virginia
$261K -$110K -495 -32%
ZBNA
1479
Zions Bancorporation, National Association
Utah
$261K +$184K +828 +389%
WCP
1480
Wealthcare Capital Partners
Pennsylvania
$258K +$229K +1,031 New
IWN
1481
Independent Wealth Network
Iowa
$258K +$229K +1,031 New
VFA
1482
Values First Advisors
Tennessee
$257K +$228K +1,027 New
VI
1483
VectorGlobal IAG
Florida
$257K +$228K +1,027 New
WIC
1484
Woodmont Investment Counsel
Tennessee
$257K +$228K +1,027 New
UAG
1485
United Advisor Group
Ohio
$257K +$228K +1,025 New
KCM
1486
KRS Capital Management
Michigan
$257K +$228K +1,025 New
VIPI
1487
Vista Investment Partners II
Indiana
$256K +$227K +1,022 New
CWA
1488
Cura Wealth Advisors
Illinois
$256K +$226K +1,020 New
UCB
1489
United Community Bank
South Carolina
$254K +$225K +1,015 New
SFWC
1490
Strategic Family Wealth Counselors
New Jersey
$253K -$116K -523 -34%
JPLA
1491
Joseph P. Lucia & Associates
New York
$253K +$224K +1,008 New
LFA
1492
Legacy Financial Advisors
Kentucky
$252K +$223K +1,006 New
JPWM
1493
Jamison Private Wealth Management
Georgia
$252K +$223K +1,005 New
LWCFA
1494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K – – –
CWMG
1495
Compass Wealth Management (Georgia)
Georgia
$251K +$222K +1,000 New
ECM
1496
Elgethun Capital Management
South Dakota
$251K +$222K +1,000 New
KFC
1497
Klingenstein Fields & Co
New York
$251K +$222K +1,000 New
NLWP
1498
Next Level Wealth Planning
Idaho
$251K +$222K +1,000 New
WCP
1499
Wick Capital Partners
Pennsylvania
$250K +$221K +996 New
IA
1500
Insight Advisors
Pennsylvania
$249K +$221K +994 New
58 59
60
61 62