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Name Holding Trade Value Shares
Change 		Change in
Stake
NOCM
4301
Night Owl Capital Management
Connecticut
$493K – – –
SOAG
4302
Silver Oak Advisory Group
Oregon
$493K -$8.72K -61 -2%
BWM
4303
Blossom Wealth Management
California
$492K +$7K +49 +1%
HPA
4304
High Probability Advisors
New York
$490K +$58.9K +412 +12%
AFG
4305
Altiora Financial Group
Ohio
$486K +$535K +3,743 New
SPAS
4306
Spectrum Planning & Advisory Services
California
$485K -$4.57K -32 -0.8%
NICM
4307
Neo Ivy Capital Management
New York
$484K +$184K +1,287 +53%
LIA
4308
Luken Investment Analytics
Tennessee
$483K +$532K +3,720 New
CWM
4309
Cadence Wealth Management
Massachusetts
$483K +$143 +1 +0%
KFP
4310
KB Financial Partners
New Jersey
$482K +$141K +987 +36%
BAM
4311
Boyar Asset Management
New York
$480K – – –
SMG
4312
Smart Money Group
Texas
$479K +$15.9K +111 +3%
KCM
4313
KM Capital Management
Texas
$479K +$526K +3,683 New
BMCM
4314
Burns Matteson Capital Management
New York
$476K -$26.2K -183 -5%
LSA
4315
Lansing Street Advisors
Pennsylvania
$475K +$200K +1,400 +62%
PFA
4316
Petra Financial Advisors
Colorado
$475K +$522K +3,653 New
WH
4317
Whitcomb & Hess
Ohio
$469K +$6K +42 +1%
SA
4318
Syntax Advisors
New York
$468K +$19K +133 +4%
VCG
4319
Vantage Consulting Group
Virginia
$468K +$19K +133 +4%
IPGDR
4320
Investidor Profissional Gestao de Recursos
Brazil
$468K +$514K +3,600 New
AC
4321
ASB Consultores
Florida
$467K +$12.7K +89 +3%
DT
4322
Daniels + Tansey
Delaware
$465K -$117K -821 -19%
AC
4323
Applied Capital
Arkansas
$465K -$970K -6,786 -65%
EBWM
4324
Eagle Bluffs Wealth Management
Missouri
$464K – – –
IHWM
4325
Iron Horse Wealth Management
Iowa
$463K +$147K +1,031 +41%
171 172
173
174 175