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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3076
Ardent Capital Management
Ohio
$975K +$50.1K +400 +5%
BFA
3077
Beacon Financial Advisory
Ohio
$974K -$28.4K -227 -2%
ML
3078
Mayport LLC
Massachusetts
$972K +$48.9K +391 +4%
TF
3079
TimeScale Financial
Massachusetts
$969K +$5K +40 +0.4%
FA
3080
Financial Advisors
Massachusetts
$969K +$120K +962 +12%
NWM
3081
Northcape Wealth Management
New York
$968K +$21.3K +170 +2%
KOC
3082
Koss-Olinger Consulting
Florida
$967K -$635K -5,072 -36%
HCM
3083
Hengehold Capital Management
Ohio
$967K +$126K +1,003 +12%
CAP
3084
Columbia Advisory Partners
Washington
$965K +$25.8K +206 +2%
TFO
3085
Tarbox Family Office
California
$965K +$181K +1,446 +19%
WJA
3086
Willis Johnson & Associates
Texas
$964K -$110K -881 -9%
TA
3087
TKG Advisors
Indiana
$961K +$83.6K +668 +8%
WAM
3088
WealthTrust Asset Management
Florida
$960K +$1.13M +9,035 New
FF
3089
Francis Financial
$957K +$989K +7,903 New
SAM
3090
Smithbridge Asset Management
Pennsylvania
$956K -$62.6K -500 -5%
WFPG
3091
Waller Financial Planning Group
Ohio
$955K +$255K +2,035 +29%
BIA
3092
BHK Investment Advisors
Alabama
$954K +$178K +1,420 +19%
AWM
3093
Avondale Wealth Management
Texas
$953K +$785K +6,275 +232%
CAC
3094
Core Alternative Capital
Georgia
$952K -$350K -2,801 -24%
JF
3095
Joule Financial
Kentucky
$952K +$1.12M +8,960 New
DLHL
3096
Donald L. Hagan LLC
Florida
$951K -$60.6K -484 -5%
FP
3097
Fiduciary Planning
Florida
$950K +$246K +1,963 +28%
TCMP
3098
Thrive Capital Management (Pennsylvania)
Pennsylvania
$948K +$15.5K +124 +1%
HAIM
3099
Hunter Associates Investment Management
Pennsylvania
$946K +$433K +3,460 +63%
PSF
3100
Pacific Sun Financial
California
$943K +$60.4K +483 +6%
122 123
124
125 126