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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
5576
Ashford Capital Management
Delaware
$838K
SA
5577
Sunesis Advisors
Kansas
$837K +$108K +377 +15%
Polen Capital Management
5578
Polen Capital Management
Florida
$837K -$332K -1,160 -29%
BHFP
5579
Blom & Howell Financial Planning
California
$836K +$4K +14 +0.5%
IWC
5580
Infinity Wealth Counsel
Ohio
$833K -$286 -1 -0%
AIA
5581
Armor Investment Advisors
North Carolina
$833K -$152K -532 -16%
OP
5582
Oath Planning
Oklahoma
$830K +$133K +464 +19%
SA
5583
Stolz & Associates
Washington
$828K +$253K +886 +45%
DCBT
5584
Dakota Community Bank & Trust
North Dakota
$828K -$572 -2 -0.1%
WGS
5585
Washington Growth Strategies
District of Columbia
$827K
LCM
5586
Lunt Capital Management
Utah
$827K
CRFG
5587
Columbia River Financial Group
Washington
$827K -$17.2K -60 -2%
AFS
5588
AFG Fiduciary Services
Massachusetts
$827K -$1.33B -4,638,624 -100%
CWP
5589
Corepath Wealth Partners
Arizona
$826K +$53.8K +188 +8%
MCP
5590
Martin Capital Partners
Oregon
$826K -$97.8K -342 -11%
FSA
5591
Financial Services Advisory
Maryland
$825K +$116K +405 +17%
KWM
5592
KRM Wealth Management
Nevada
$824K -$13.4K -47 -2%
MWM
5593
Magnolia Wealth Management
Alabama
$824K
SFC
5594
Summit Financial Consulting
Michigan
$823K -$103K -360 -11%
BFS
5595
Boyer Financial Services
California
$820K +$251K +878 +49%
TFP
5596
Townsend Financial Planning
Kentucky
$820K +$286 +1 +0%
CCM
5597
Cinctive Capital Management
New York
$819K +$810K +2,832 New
TCTWM
5598
Three Cord True Wealth Management
Pennsylvania
$817K +$11.4K +40 +1%
RWM
5599
Rolek Wealth Management
Pennsylvania
$812K +$286 +1 +0%
CFG
5600
Cornerstone Financial Group
Nebraska
$810K +$572 +2 +0.1%