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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2801
Diversified
Delaware
$214K +$10.4K +199 +5%
CSIA
2802
Charles Schwab Investment Advisory
California
$213K +$214K +4,095 New
TF
2803
TRH Financial
Iowa
$213K +$214K +4,099 New
SFP
2804
Shepherd Financial Partners
Massachusetts
$212K -$87.2K -1,671 -29%
APW
2805
Austin Private Wealth
Texas
$212K -$46.5K -891 -18%
PFA
2806
Paradigm Financial Advisors
Missouri
$212K – – –
GWAM
2807
Guardian Wealth Advisors (Minnesota)
Minnesota
$212K +$13.3K +255 +7%
IF
2808
Ironwood Financial
Arizona
$210K -$3.13K -60 -1%
IAS
2809
IMA Advisory Services
Colorado
$210K – – –
PSIWM
2810
Paradigm Strategies in Wealth Management
Minnesota
$210K – – –
SFG
2811
Sather Financial Group
Texas
$210K – – –
HR
2812
Hayden Royal
North Carolina
$210K +$12.4K +238 +6%
CWMGP
2813
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$210K +$211K +4,035 New
WWG
2814
West Wealth Group
California
$210K +$211K +4,050 New
SSWG
2815
Seven Springs Wealth Group
Tennessee
$209K -$59.4K -1,139 -22%
JHP
2816
James Hambro & Partners
United Kingdom
$209K -$43K -824 -17%
AL
2817
ADE LLC
Maryland
$209K – – –
CWA
2818
Centennial Wealth Advisory
Michigan
$209K +$210K +4,026 New
1W
2819
1776 Wealth
Georgia
$208K -$33.5K -642 -14%
AAP
2820
Aristotle Atlantic Partners
Florida
$208K – – –
MWM
2821
MBE Wealth Management
Wisconsin
$208K +$13.5K +259 +7%
WP
2822
Wealthspan Partners
Iowa
$207K +$208K +3,990 New
SCA
2823
Scott Capital Advisors
Oregon
$207K +$208K +3,991 New
AWM
2824
Aprio Wealth Management
Georgia
$206K +$470 +9 +0.2%
IWA
2825
Inspirion Wealth Advisors
Illinois
$206K +$207K +3,965 New
111 112
113
114 115