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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
5301
TKG Advisors
Indiana
$760K +$177K +753 +28%
FFG
5302
Foundry Financial Group
New Hampshire
$755K +$20.5K +87 +3%
CCAM
5303
Codex Capital Asset Management
Texas
$751K – – –
PC
5304
Prairiewood Capital
North Dakota
$750K – – –
WFS
5305
Walker Financial Services
Kentucky
$749K +$20.3K +86 +3%
VI
5306
VanderPol Investments
Michigan
$749K +$48.3K +205 +7%
QL
5307
Quarry LP
New York
$748K +$695K +2,951 +7,976%
LWM
5308
Luminvest Wealth Management
Arizona
$748K -$154K -655 -18%
HAFS
5309
Hapanowicz & Associates Financial Services
Pennsylvania
$747K +$42.4K +180 +6%
MCFP
5310
Mallini Complete Financial Planning
Florida
$746K – – –
AWMNH
5311
Arcadia Wealth Management (New Hampshire)
New Hampshire
$745K -$54.4K -231 -7%
IFPL
5312
Investments & Financial Planning LLC
Kentucky
$745K +$471 +2 +0.1%
CWM
5313
Core Wealth Management
Florida
$741K -$2.59K -11 -0.4%
GVIC
5314
Global Value Investment Corporation
Wisconsin
$740K +$696K +2,955 New
RW
5315
Ridgeline Wealth
Arizona
$739K +$696K +2,952 New
SWM
5316
Schwallier Wealth Management
Michigan
$736K +$61.5K +261 +10%
IWC
5317
Infinity Wealth Counsel
Ohio
$735K +$692K +2,935 New
STB
5318
S&T Bank
Pennsylvania
$733K +$21.9K +93 +3%
IPA
5319
Investment Planning Advisors
Georgia
$732K -$14.6K -62 -2%
LBWM
5320
Left Brain Wealth Management
Illinois
$730K +$16.3K +69 +2%
AAM
5321
American Asset Management
Florida
$729K – – –
CPW
5322
Crestmont Private Wealth
Texas
$728K -$60.8K -258 -8%
LFA
5323
LifeGuide Financial Advisors
Pennsylvania
$728K +$175K +741 +34%
OTPPB
5324
Ontario Teachers' Pension Plan Board
Ontario, Canada
$727K +$684K +2,903 New
FAM
5325
Frontier Asset Management
Wyoming
$726K +$245K +1,041 +56%
211 212
213
214 215