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Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
5226
von Borstel & Associates
Oregon
$1.38M +$86.9K +334 +7%
STFP
5227
Signal Tree Financial Partners
Ohio
$1.37M -$5.21K -20 -0.4%
OWA
5228
Oak Wealth Advisors
Illinois
$1.37M +$28.6K +110 +2%
AMIM
5229
Aull & Monroe Investment Management
Alabama
$1.37M – – –
DAM
5230
Deepwater Asset Management
Minnesota
$1.37M +$469K +1,804 +50%
EA
5231
Evolution Advisers
Virginia
$1.37M -$5.21K -20 -0.4%
WFA
5232
Websterrogers Financial Advisors
South Carolina
$1.37M -$10.2K -39 -0.7%
FMI
5233
Financial Management Inc
Arkansas
$1.37M +$1.3K +5 +0.1%
OCM
5234
Osbon Capital Management
Massachusetts
$1.36M +$35.1K +135 +3%
HAP
5235
Harbor Asset Planning
Massachusetts
$1.36M – – –
HNWA
5236
Henrickson Nauta Wealth Advisors
Michigan
$1.36M -$636K -2,443 -31%
SFP
5237
SwitchPoint Financial Planning
Utah
$1.36M +$28.9K +111 +2%
LWM
5238
Lighthouse Wealth Management
Ohio
$1.36M +$260 +1 +0%
SC
5239
Stance Capital
Massachusetts
$1.36M +$1.39M +5,351 New
JAA
5240
Joel Adams & Associates
North Carolina
$1.36M – – –
TWM
5241
Thryve Wealth Management
Texas
$1.36M -$3.85M -14,798 -73%
JRPIM
5242
Journey Retirement Planning & Investment Management
Idaho
$1.35M -$3.12M -11,980 -69%
VERPA
5243
Virginia Estate & Retirement Planning Advisors
Virginia
$1.35M +$1.39M +5,336 New
AWA
5244
A4 Wealth Advisors
North Carolina
$1.35M +$306K +1,175 +28%
FWC
5245
First Washington Corp
Washington
$1.35M -$1.04K -4 -0.1%
AWA
5246
Argo Wealth Advisory
Virginia
$1.35M +$18.5K +71 +1%
HA
5247
Hyposwiss Advisors
$1.35M – – –
EWM
5248
Endowment Wealth Management
Wisconsin
$1.34M +$3.38K +13 +0.2%
GSCM
5249
Greenfield Seitz Capital Management
Texas
$1.34M – – –
FFG
5250
Fortune Financial Group
Florida
$1.34M +$688K +2,642 +100%
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