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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
3976
Valtinson Bruner Financial Planning
Minnesota
$3.39M -$41K -177 -1%
FFA
3977
Fortune Financial Advisors
Kansas
$3.38M +$258K +1,112 +8%
SPWM
3978
Spartan Planning & Wealth Management
North Carolina
$3.38M -$2.79M -12,057 -44%
BF
3979
Brucke Financial
Indiana
$3.38M +$899K +3,882 +32%
RFW
3980
Rainier Family Wealth
Washington
$3.37M -$19.5K -84 -0.6%
BMWS
3981
Brady Martz Wealth Solutions
North Dakota
$3.37M -$17.1K -74 -0.5%
WAM
3982
Werlinich Asset Management
Connecticut
$3.36M – – –
F4L
3983
Fortune 45 LLC
Louisiana
$3.36M +$274K +1,182 +8%
UPS
3984
UHLMANN PRICE SECURITIES
Illinois
$3.36M -$28.7K -124 -0.8%
VAM
3985
Vienna Asset Management
California
$3.36M -$427K -1,845 -11%
FP
3986
Fiduciary Planning
Florida
$3.36M +$137K +592 +4%
FWMM
3987
Foundation Wealth Management (Missouri)
Missouri
$3.35M +$695 +3 +0%
EGWAG
3988
Elwood & Goetz Wealth Advisory Group
Georgia
$3.35M +$102K +441 +3%
ACP
3989
Arcus Capital Partners
Georgia
$3.35M -$71.6K -309 -2%
GSAM
3990
Grant Street Asset Management
Pennsylvania
$3.35M -$162K -700 -4%
MWM
3991
Maridea Wealth Management
New York
$3.35M +$142K +611 +4%
VR
3992
Valued Retirements
Texas
$3.35M -$21.1K -91 -0.6%
JWM
3993
JFG Wealth Management
Colorado
$3.34M -$1.4M -6,054 -29%
FWA
3994
FOCUS Wealth Advisors
Texas
$3.34M -$105K -453 -3%
SF
3995
Safeguard Financial
Wisconsin
$3.34M -$57.5K -248 -2%
5SA
3996
5th Street Advisors
Connecticut
$3.34M +$750K +3,238 +27%
WWM
3997
Wolff Wiese Magana
California
$3.34M -$1.05M -4,542 -23%
TNAM
3998
Terra Nova Asset Management
New York
$3.34M +$197K +852 +6%
PPA
3999
Pacific Point Advisors
California
$3.33M +$29.7K +128 +0.9%
RFP
4000
RCS Financial Planning
Maryland
$3.33M -$37.8K -163 -1%
158 159
160
161 162