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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
5201
Codex Capital Asset Management
Texas
$616K – – –
LC
5202
Luminist Capital
Michigan
$615K -$2.22K -11 -0.4%
KBG
5203
Kahn Brothers Group
New York
$614K +$40.4K +200 +7%
VI
5204
VanderPol Investments
Michigan
$613K -$1.21K -6 -0.2%
MI
5205
Moneywise Inc
Virginia
$611K +$295K +1,461 +96%
IFPL
5206
Investments & Financial Planning LLC
Kentucky
$610K – – –
PIM
5207
Provident Investment Management
Michigan
$608K -$1.17M -5,790 -66%
LEFP
5208
Leading Edge Financial Planning
Tennessee
$608K +$37.8K +187 +7%
CFG
5209
Copley Financial Group
California
$607K -$25.2K -125 -4%
RHAM
5210
Round Hill Asset Management
California
$606K +$597K +2,955 New
BCWM
5211
Ball & Co Wealth Management
Tennessee
$606K +$808 +4 +0.1%
MFG
5212
MTM Financial Group
Pennsylvania
$603K +$8.48K +42 +1%
FG
5213
Fairman Group
Pennsylvania
$600K +$202 +1 +0%
BF
5214
Brooklyn FI
New York
$600K +$222K +1,097 +60%
AAM
5215
American Asset Management
Florida
$597K – – –
AFS
5216
Anderson Financial Strategies
Ohio
$596K – – –
CIC
5217
Chase Investment Counsel
Virginia
$595K -$2.84M -14,051 -83%
RWM
5218
Rolek Wealth Management
Pennsylvania
$595K +$16.2K +80 +3%
MCM
5219
MontVue Capital Management
Virginia
$591K +$2.22K +11 +0.4%
STB
5220
S&T Bank
Pennsylvania
$591K -$32.7K -162 -5%
PWM
5221
PMG Wealth Management
Illinois
$591K -$68.1K -337 -10%
TFG
5222
Tull Financial Group
Virginia
$589K -$808 -4 -0.1%
IWC
5223
Infinity Wealth Counsel
Ohio
$586K -$3.43K -17 -0.6%
PWA
5224
Principia Wealth Advisory
Texas
$585K +$57.4K +284 +11%
EWM
5225
Evolution Wealth Management
Florida
$581K +$572K +2,830 New
207 208
209
210 211