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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
5826
Dorval Corp
Minnesota
$441K – – –
SMFG
5827
Sumitomo Mitsui Financial Group
Japan
$440K -$149K -572 -25%
TFA
5828
TrustWell Financial Advisors
Florida
$440K +$174K +667 +63%
SIA
5829
Sovereign Investment Advisors
Arizona
$439K +$450K +1,731 New
RM
5830
RCW Management
Florida
$439K +$260 +1 +0.1%
GL
5831
GHE LLC
Tennessee
$437K +$30.4K +117 +7%
LIP
5832
Lighthouse Investment Partners
Florida
$436K +$447K +1,719 New
OPWM
5833
Oregon Pacific Wealth Management
Oregon
$436K – – –
TIM
5834
Thor Investment Management
Ohio
$436K -$63.2K -243 -12%
OC
5835
OxenFree Capital
Florida
$435K +$70.3K +270 +20%
VWM
5836
VanWeelden Wealth Management
Ohio
$435K – – –
WBWA
5837
William B. Walkup & Associates
South Carolina
$434K -$4.42K -17 -0.9%
LAM
5838
Lountzis Asset Management
Pennsylvania
$434K – – –
BVP
5839
Bristlecone Value Partners
California
$432K +$443K +1,701 New
HFA
5840
Hippocratic Financial Advisors
California
$431K +$63K +242 +17%
DFA
5841
Davies Financial Advisors
California
$431K -$2.74M -10,536 -86%
CFC
5842
Client First Capital
California
$431K -$7.81K -30 -2%
RWS
5843
Rochester Wealth Strategies
Michigan
$428K +$4.95K +19 +1%
SFS
5844
Sunrise Financial Services
Washington
$427K -$21.6K -83 -5%
BTIM
5845
BancFirst Trust & Investment Management
Oklahoma
$426K -$78.6K -302 -15%
BWM
5846
Buska Wealth Management
Wisconsin
$425K -$48.7K -187 -10%
TBC
5847
Ted Buchan & Co
California
$422K +$28.1K +108 +7%
PPWM
5848
Perissos Private Wealth Management
Oklahoma
$421K +$217K +832 +100%
SF
5849
Strategent Financial
Virginia
$421K – – –
AWA
5850
Arbor Wealth Advisors
Michigan
$421K – – –
232 233
234
235 236