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Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
2676
Vantage Financial Partners (Illinois)
Illinois
$424K – – –
KBFS
2677
Kohmann Bosshard Financial Services
Ohio
$423K – – –
SRCM
2678
Swift Run Capital Management
Virginia
$419K – – –
AFS
2679
Access Financial Services
Minnesota
$419K +$26K +500 +7%
MA
2680
Marshwinds Advisory
Georgia
$418K – – –
SPIO
2681
Seven Post Investment Office
California
$417K +$385K +7,396 New
SWM
2682
Sanctuary Wealth Management
Idaho
$412K +$1.04K +20 +0.3%
KC
2683
KHP Capital
Oklahoma
$410K +$26K +500 +7%
CM
2684
Capital Management
Virginia
$409K +$100K +1,920 +36%
CPA
2685
Clear Perspective Advisors
Illinois
$402K +$134K +2,572 +4%
TIA
2686
Tandem Investment Advisors
South Carolina
$401K -$24.6K -472 -6%
JFG
2687
JMG Financial Group
Illinois
$399K +$100K +1,920 +37%
NP
2688
Ninepoint Partners
Ontario, Canada
$397K – – –
SM
2689
Salzhauer Michael
$389K – – –
BCM
2690
Brookmont Capital Management
Texas
$384K – – –
SHJ
2691
Sharkey, Howes & Javer
Colorado
$382K – – –
RWG
2692
Regal Wealth Group
California
$380K – – –
WCM
2693
Wealthcare Capital Management
Virginia
$379K +$43.5K +836 +14%
CLM
2694
ClearBridge LLC (Maryland)
Maryland
$377K -$31.2K -600 -8%
CP
2695
Coho Partners
Pennsylvania
$367K -$41.7K -800 -11%
DP
2696
Denver PWM
Colorado
$367K +$400K +7,672 New
DWA
2697
Dorsey Wright & Associates
California
$364K -$332K -6,372 -50%
JC
2698
Jentner Corp
Ohio
$356K +$95K +1,824 +41%
SG
2699
Strid Group
Pennsylvania
$352K +$19.8K +380 +6%
AIA
2700
Armor Investment Advisors
North Carolina
$343K -$37.3K -716 -11%
106 107
108
109 110