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Name Holding Trade Value Shares
Change 		Change in
Stake
LMFP
5826
Larry Mathis Financial Planning
Arizona
$475K +$469K +1,748 New
RIAS
5827
Rachor Investment Advisory Services
Michigan
$475K +$469K +1,746 New
WWP
5828
Wise Wealth Partners
Arizona
$474K +$38.7K +144 +9%
AA
5829
AF Advisors
California
$473K -$2.42K -9 -0.5%
DC
5830
Dorval Corp
Minnesota
$473K – – –
DF
5831
Downshift Financial
Colorado
$473K +$459K +1,711 New
RM
5832
RCW Management
Florida
$470K +$464K +1,729 New
CFC
5833
Client First Capital
California
$470K +$209K +780 +82%
SHF
5834
Stage Harbor Financial
Massachusetts
$469K -$43K -160 -8%
OPWM
5835
Oregon Pacific Wealth Management
Oregon
$467K -$766K -2,853 -62%
VWM
5836
VanWeelden Wealth Management
Ohio
$466K -$48.6K -181 -10%
FA
5837
FSA Advisors
Michigan
$465K -$2.57M -9,574 -85%
LAM
5838
Lountzis Asset Management
Pennsylvania
$465K -$37.9K -141 -8%
AAG
5839
Accordant Advisory Group
Maryland
$463K +$26.8K +100 +6%
LWM
5840
Luminvest Wealth Management
Arizona
$462K -$129K -479 -22%
SC
5841
Scholtz & Company
Connecticut
$461K – – –
TFP
5842
Triune Financial Partners
Kansas
$459K -$216K -805 -31%
P
5843
Pandowealth
Georgia
$458K +$453K +1,686 New
DACS
5844
Dymon Asia Capital (Singapore)
Singapore
$455K +$450K +1,675 New
KV
5845
Kickstand Ventures
New York
$454K -$32.5K -121 -7%
RWS
5846
Rochester Wealth Strategies
Michigan
$453K -$11.5K -43 -3%
SF
5847
Strategent Financial
Virginia
$451K -$39.2K -146 -8%
AWA
5848
Arbor Wealth Advisors
Michigan
$451K – – –
KP
5849
Kitching Partners
Pennsylvania
$446K +$118K +438 +36%
SPA
5850
Sherbrooke Park Advisers
New York
$444K +$438K +1,632 New
232 233
234
235 236