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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
5801
IFS Advisors
Kansas
$461K +$12.2K +47 +3%
FCI
5802
Financial Counselors Inc
Kansas
$460K -$22.1K -85 -4%
APW
5803
Axim Planning & Wealth
Ohio
$459K -$137K -527 -23%
CF
5804
Calder Financial
Pennsylvania
$458K -$134K -516 -22%
ACM
5805
AREX Capital Management
New York
$457K +$468K +1,800 New
SPA
5806
Sound Portfolio Advisors
Connecticut
$457K -$10.4K -40 -2%
COA
5807
Crown Oak Advisors
California
$453K – – –
BFS
5808
Boyer Financial Services
California
$452K -$176K -675 -27%
TFP
5809
Triune Financial Partners
Kansas
$450K +$260 +1 +0.1%
FG
5810
Fairman Group
Pennsylvania
$449K -$49.4K -190 -10%
LMFP
5811
Larry Mathis Financial Planning
Arizona
$449K +$5.73K +22 +1%
PFS
5812
Paller Financial Services
Colorado
$448K – – –
STCOSD
5813
Sageworth Trust Company of South Dakota
South Dakota
$448K +$460K +1,766 New
AI
5814
AdvisorShares Investments
Maryland
$447K – – –
KV
5815
Kickstand Ventures
New York
$447K +$23.9K +92 +6%
FLA
5816
Financial Life Advisors
Texas
$446K -$43.5K -167 -9%
GFM
5817
GEN Financial Management
Minnesota
$446K +$110K +422 +32%
OE
5818
October Effect
Virginia
$445K – – –
RIAS
5819
Rachor Investment Advisory Services
Michigan
$444K +$1.04K +4 +0.2%
FLFS
5820
Family Legacy Financial Solutions
North Carolina
$444K -$251K -963 -36%
PFA
5821
Providence Financial Advisors
Kansas
$443K +$211K +812 +87%
RHAM
5822
Round Hill Asset Management
California
$443K -$6.51K -25 -1%
CC
5823
Cultivar Capital
Texas
$442K -$35.7K -137 -7%
RCM
5824
Richardson Capital Management
Wisconsin
$442K +$231K +886 +103%
AA
5825
AF Advisors
California
$442K +$260 +1 +0.1%
231 232
233
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