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Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
5401
Jacobson & Schmitt Advisors
Wisconsin
$350K +$345K +1,707 New
DRS
5402
Deane Retirement Strategies
Louisiana
$350K – – –
YWM
5403
Yardley Wealth Management
Pennsylvania
$349K – – –
OFG
5404
Orcam Financial Group
California
$344K – – –
ATC
5405
Advantage Trust Company
Kansas
$344K – – –
SC
5406
Scholtz & Company
Connecticut
$342K -$31.1K -154 -8%
AWA
5407
Arbor Wealth Advisors
Michigan
$340K – – –
BWM
5408
Buska Wealth Management
Wisconsin
$338K -$3.43K -17 -1%
SC
5409
Schiavi & Co
Delaware
$337K -$14.3K -71 -4%
CG
5410
Castellan Group
Kentucky
$337K – – –
CC
5411
Cultivar Capital
Texas
$336K – – –
FSA
5412
Financial Services Advisory
Maryland
$335K -$106K -524 -24%
AFS
5413
Axiom Financial Strategies
Indiana
$334K -$319K -1,582 -49%
GVIC
5414
Global Value Investment Corporation
Wisconsin
$333K -$20K -99 -6%
KPPF
5415
Klein Pavlis & Peasley Financial
California
$333K -$531K -2,630 -62%
BMC
5416
Bear Mountain Capital
Washington
$332K -$19K -94 -6%
KCAM
5417
Kagan Cocozza Asset Management
New Jersey
$330K +$15.1K +75 +5%
AAG
5418
Accordant Advisory Group
Maryland
$329K – – –
WW
5419
Winnow Wealth
Texas
$329K +$202K +1,000 +166%
CIA
5420
Citadel Investment Advisory
Ohio
$328K – – –
WWP
5421
Wise Wealth Partners
Arizona
$328K +$202 +1 +0.1%
AI
5422
ArchPoint Investors
Florida
$325K – – –
PWM
5423
Pacific Wealth Management
California
$324K – – –
FWP
5424
Family Wealth Partners
North Carolina
$323K +$202 +1 +0.1%
KMC
5425
Kirr Marbach & Co
Indiana
$322K +$30.3K +150 +11%
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217
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