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Name Holding Trade Value Shares
Change 		Change in
Stake
HCG
2801
Haven Capital Group
California
$234K +$216K +4,653 New
PRI
2802
Prepared Retirement Institute
Pennsylvania
$233K +$215K +4,647 New
AWC
2803
Adamsbrown Wealth Consultants
Kansas
$233K +$215K +4,635 New
IWA
2804
Independent Wealth Advisors
North Carolina
$232K +$215K +4,629 New
VCM
2805
Vivaldi Capital Management
Illinois
$232K +$214K +4,625 New
SA
2806
SRH Advisors
Kansas
$232K +$649 +14 +0.3%
CFG
2807
Compton Financial Group
Maryland
$232K +$214K +4,616 New
BOSSRA
2808
B.O.S.S. Retirement Advisors
Utah
$231K +$214K +4,611 New
IAA
2809
Ironsides Asset Advisors
North Carolina
$231K +$213K +4,606 New
PSCM
2810
Per Stirling Capital Management
Texas
$231K +$213K +4,601 New
BFF
2811
Byrne Financial Freedom
Massachusetts
$231K +$213K +4,598 New
PRTG
2812
Post Resch Tallon Group
New York
$230K +$214K +4,609 New
SPFA
2813
Summit Place Financial Advisors
New Jersey
$229K +$212K +4,566 New
NA
2814
Nestegg Advisors
New York
$229K +$211K +4,559 New
GBFG
2815
Gerald Baker Financial Group
Texas
$229K +$211K +4,559 New
MCA
2816
Millennium Capital Advisors
Arkansas
$229K -$23.2K -500 -10%
PPP
2817
Prism Planning Partners
Illinois
$229K -$38.2K -825 -15%
CP
2818
Canopy Partners
Ohio
$228K -$24.6K -530 -10%
MPIA
2819
Mountain Pacific Investment Advisers
Idaho
$228K -$23.2K -500 -10%
DWS
2820
Discipline Wealth Solutions
South Carolina
$228K +$211K +4,542 New
MFC
2821
Morris Financial Concepts
South Carolina
$228K +$210K +4,541 New
EMAM
2822
Encompass More Asset Management
California
$228K -$421K -9,076 -67%
FWP
2823
Flatrock Wealth Partners
California
$228K +$210K +4,533 New
FBFS
2824
First Business Financial Services
Wisconsin
$227K +$209K +4,520 New
RFN
2825
Redwood Financial Network
Ohio
$227K +$209K +4,519 New
111 112
113
114 115