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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
4501
Atlas Wealth Partners
Pennsylvania
$985K -$129K -700 -12%
MAM
4502
Maytree Asset Management
Hong Kong
$982K +$942K +5,100 New
HA
4503
HFG Advisors
Ohio
$981K – – –
GF
4504
Gimbal Financial
Indiana
$980K +$940K +5,092 New
MWM
4505
MBE Wealth Management
Wisconsin
$978K +$8.86K +48 +1%
SSC
4506
Syverson Strege & Co
Iowa
$978K +$17.9K +97 +2%
PFC
4507
Poplar Forest Capital
California
$976K -$148K -800 -14%
SCM
4508
Stordahl Capital Management
Colorado
$973K +$1.29K +7 +0.1%
PFA
4509
Petra Financial Advisors
Colorado
$971K -$185K -1,001 -17%
KFP
4510
Keener Financial Planning
Texas
$968K +$928K +5,028 New
AIA
4511
Acute Investment Advisory
Arizona
$967K +$150K +810 +19%
FSWA
4512
Financial Synergies Wealth Advisors
Texas
$967K +$320K +1,732 +30%
BWL
4513
Beacon Wealthcare LLC
North Carolina
$967K -$462K -2,500 -33%
SPA
4514
Sherbrooke Park Advisers
New York
$967K -$1.39M -7,533 -60%
TFA
4515
TPG Financial Advisors
Oregon
$965K +$167K +902 +21%
ELM
4516
Elite Life Management
Florida
$963K +$923K +5,000 New
RBCM
4517
Raub Brock Capital Management
California
$962K -$177K -961 -16%
LG
4518
Lane Generational
Massachusetts
$960K – – –
SRCM
4519
Signature Resources Capital Management
California
$957K +$917K +4,968 New
DC
4520
Defender Capital
North Carolina
$953K -$23.8K -129 -3%
MAS
4521
Madden Advisory Services
Florida
$949K -$230K -1,246 -20%
GOCP
4522
Great Oak Capital Partners
Massachusetts
$947K +$908K +4,920 New
SMG
4523
Smart Money Group
Texas
$945K +$148K +804 +20%
GP
4524
Geneva Partners
Wisconsin
$944K +$368K +1,994 +68%
FRM
4525
Fox Run Management
Connecticut
$944K +$905K +4,904 New
179 180
181
182 183