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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
2051
Steigerwald Gordon & Koch
Virginia
$402K +$6.37K +180 +2%
RCA
2052
Resonant Capital Advisors
Wisconsin
$400K +$53.5K +1,512 +17%
VF
2053
VitalStone Financial
Texas
$398K -$68.8K -1,945 -16%
FNWA
2054
Financial Network Wealth Advisors
Utah
$397K +$373K +10,538 New
XT
2055
XTX Topco
Cayman Islands
$396K -$202K -5,714 -35%
CW
2056
Channel Wealth
California
$395K -$18.6K -525 -5%
WIA
2057
Wetzel Investment Advisors
Indiana
$395K +$370K +10,465 New
GWA
2058
GGM Wealth Advisors
Maryland
$393K +$389 +11 +0.1%
SF
2059
Slagle Financial
Illinois
$392K +$332K +9,392 +82%
BWA
2060
Blodgett Wealth Advisors
California
$392K -$163K -4,605 -31%
TSWM
2061
Triangle Securities Wealth Management
North Carolina
$391K -$73.3K -2,073 -17%
CWA
2062
Canvas Wealth Advisors
Kansas
$391K -$222K -6,281 -38%
NRI
2063
NFP Retirement Inc
California
$391K +$39.8K +1,124 +12%
BWM
2064
BCS Wealth Management
Tennessee
$390K – – –
RIM
2065
Rakuten Investment Management
Japan
$390K +$368K +10,396 New
MYIA
2066
Mount Yale Investment Advisors
Colorado
$389K -$55.2K -1,560 -13%
HBW
2067
Hazlett, Burt & Watson
West Virginia
$389K -$88.7K -2,508 -20%
PSP
2068
Pacific Sage Partners
Washington
$389K -$6.69K -189 -2%
CFO
2069
CVA Family Office
Colorado
$388K +$365K +10,305 New
D
2070
Diversified
Delaware
$388K +$10.8K +306 +3%
BWP
2071
Bernardo Wealth Planning
Pennsylvania
$388K -$2.87K -81 -0.8%
BAM
2072
Boyar Asset Management
New York
$388K -$28.7K -810 -7%
OPA
2073
Old Port Advisors
Maine
$387K -$39.5K -1,116 -10%
BRIA
2074
Balanced Rock Investment Advisors
Massachusetts
$387K +$364K +10,275 New
CS
2075
Cannell & Spears
New York
$386K +$21.4K +604 +6%
81 82
83
84 85