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Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
4101
Wrenne Financial Planning
Kentucky
$3.85M +$13.8K +53 +0.4%
PP
4102
Paladin Partners
Wisconsin
$3.85M -$1.17M -4,496 -23%
TFP
4103
TrueWealth Financial Partners
Washington
$3.85M +$3.94M +15,158 New
PPA
4104
Pilgrim Partners Asia
Singapore
$3.84M +$1.28M +4,925 +48%
BLC
4105
Blue Line Capital
Illinois
$3.84M -$49.4K -190 -1%
EP
4106
EPIQ Partners
Minnesota
$3.84M +$3.9K +15 +0.1%
LF
4107
Lighthouse Financial
Florida
$3.84M +$1.1M +4,217 +39%
CCA
4108
Carrera Capital Advisors
Michigan
$3.84M +$131K +502 +3%
PIP
4109
Philadelphia Investment Partners
New Jersey
$3.84M +$3.94M +15,128 New
VCM
4110
Verde Capital Management
Michigan
$3.84M +$1.81M +6,936 +85%
SPP
4111
Single Point Partners
Massachusetts
$3.84M -$372K -1,431 -9%
CFA
4112
Collaborative Fund Advisors
Nevada
$3.84M +$3.93M +15,116 New
FPWM
4113
FSB Premier Wealth Management
Iowa
$3.84M +$10.2K +39 +0.3%
MDA
4114
Minot DeBlois Advisors
Massachusetts
$3.83M +$135K +520 +4%
SCA
4115
Strathmore Capital Advisors
North Carolina
$3.83M +$418K +1,607 +13%
CPL
4116
CAP Partners LLC
Tennessee
$3.83M -$226K -869 -5%
TF
4117
Tenon Financial
New Jersey
$3.82M +$173K +666 +5%
TF
4118
TLWM Financial
Texas
$3.82M +$156K +600 +4%
FCC
4119
Flower City Capital
New York
$3.82M -$7.29K -28 -0.2%
TWPM
4120
Total Wealth Planning & Management
Florida
$3.82M -$205K -788 -5%
MWM
4121
Maripau Wealth Management
Indiana
$3.82M +$300K +1,152 +8%
GC
4122
Giverny Capital
Quebec, Canada
$3.82M -$385K -1,478 -9%
EFG
4123
Elevated Financial Group
Indiana
$3.81M +$319K +1,227 +9%
CWM
4124
ClientFirst Wealth Management
Arkansas
$3.81M +$156K +600 +4%
SMCM
4125
Sky-Mountain Capital Management
Idaho
$3.8M -$102K -392 -3%
163 164
165
166 167