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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2826
Discipline Wealth Solutions
South Carolina
$228K +$211K +4,542 New
MFC
2827
Morris Financial Concepts
South Carolina
$228K +$210K +4,541 New
EMAM
2828
Encompass More Asset Management
California
$228K -$421K -9,076 -67%
FWP
2829
Flatrock Wealth Partners
California
$228K +$210K +4,533 New
FBFS
2830
First Business Financial Services
Wisconsin
$227K +$209K +4,520 New
RFN
2831
Redwood Financial Network
Ohio
$227K +$209K +4,519 New
OHIS
2832
Oak Harvest Investment Services
Texas
$227K +$209K +4,515 New
JGIA
2833
Jackson Grant Investment Advisers
Connecticut
$227K +$12.7K +275 +6%
CA
2834
CapWealth Advisors
Tennessee
$227K -$15.4M -331,924 -99%
VC
2835
Veery Capital
Delaware
$226K +$209K +4,511 New
QIM
2836
Quest Investment Management
Oregon
$226K -$38.5K -830 -16%
PTCG
2837
Pring Turner Capital Group
California
$226K +$209K +4,510 New
FSAG
2838
Financial Solutions Advisory Group
Illinois
$226K +$209K +4,502 New
BHC
2839
Bull Harbor Capital
Maryland
$226K +$208K +4,495 New
RFG
2840
REAP Financial Group
Texas
$225K +$55.1K +1,188 +36%
PJWM
2841
Philip James Wealth Mangement
Georgia
$225K +$207K +4,474 New
IAS
2842
Integrity Advisory Solutions
Texas
$224K +$207K +4,468 New
IWM
2843
Integris Wealth Management
California
$224K +$207K +4,467 New
TPWA
2844
Twin Peaks Wealth Advisors
California
$224K +$207K +4,457 New
SP
2845
Saranac Partners
$224K +$127K +2,748 New
OIS
2846
OneAscent Investment Solutions
Alabama
$223K +$206K +4,448 New
KWM
2847
KFG Wealth Management
Indiana
$223K +$206K +4,445 New
CASB
2848
Cape Ann Savings Bank
Massachusetts
$223K +$206K +4,444 New
MWP
2849
Madison Wealth Partners
Wisconsin
$223K +$206K +4,440 New
TFIPS
2850
Towarzystwo Funduszy Inwestycyjnych PZU SA
$223K -$44.5K -960 -18%
112 113
114
115 116