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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2601
Basepoint Wealth
Iowa
$206K +$197K +5,224 New
KGC
2602
Kennon-Green & Company
Ohio
$206K +$197K +5,223 New
TW
2603
Towerpoint Wealth
California
$206K -$16.4K -434 -8%
PFA
2604
Pure Financial Advisors
California
$205K -$9.12K -242 -4%
AL
2605
ADE LLC
Maryland
$205K +$196K +5,205 New
PCA
2606
Prosperity Capital Advisors
Ohio
$205K +$196K +5,204 New
MAA
2607
Mraz Amerine & Associates
California
$205K -$3.73K -99 -2%
MFT
2608
Moisand Fitzgerald Tamayo
Florida
$205K +$20K +530 +11%
PFM
2609
Patton Fund Management
Texas
$204K +$195K +5,165 New
CFO
2610
Callan Family Office
Pennsylvania
$203K +$194K +5,158 New
AIM
2611
Avity Investment Management
Connecticut
$203K -$120K -3,175 -38%
GM
2612
GeoWealth Management
Illinois
$203K -$23.3K -619 -11%
CWM
2613
Cahaba Wealth Management
Georgia
$203K -$32.2K -855 -14%
HP
2614
HT Partners
Connecticut
$203K +$194K +5,144 New
AWA
2615
AmeriServ Wealth Advisors
Pennsylvania
$203K -$51.3K -1,362 -21%
TLP
2616
Trinity Legacy Partners
Texas
$202K +$194K +5,138 New
HCA
2617
Harbour Capital Advisors
Virginia
$202K +$190K +5,045 New
CS
2618
Cannell & Spears
New York
$202K +$193K +5,132 New
DCBT
2619
Dakota Community Bank & Trust
North Dakota
$202K -$27.4K -726 -12%
RWP
2620
Revolve Wealth Partners
New Jersey
$202K -$89.6K -2,377 -32%
OFG
2621
Oxford Financial Group
Indiana
$201K -$9.61K -255 -5%
MCM
2622
Morton Capital Management
California
$201K -$24.2K -642 -11%
FBC
2623
Fairfield, Bush & Co
Connecticut
$201K -$17K -450 -8%
SWM
2624
Seed Wealth Management
Illinois
$201K +$192K +5,103 New
WLIM
2625
White Lighthouse Investment Management
Massachusetts
$201K +$192K +5,100 New
103 104
105
106 107