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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
3326
Cardinal Strategic Wealth Guidance
Kentucky
$599K – – –
CC
3327
Corsicana & Co
Texas
$599K +$578K +3,480 New
APW
3328
Acima Private Wealth
Virginia
$588K -$19.9K -120 -3%
TC
3329
TAP Consulting
Missouri
$588K – – –
PP
3330
PrairieView Partners
Minnesota
$588K +$3.32K +20 +0.6%
QC
3331
QCM Cayman
Texas
$588K +$568K +3,420 New
OFA
3332
Oak Family Advisors
Illinois
$585K – – –
PC
3333
Peavine Capital
Nevada
$585K – – –
DTL
3334
Dynamic Technology Lab
Singapore
$582K +$286K +1,720 +104%
CG
3335
Corundum Group
Colorado
$581K -$36.6K -220 -6%
LL
3336
LPWM LLC
Minnesota
$580K +$36.6K +220 +8%
PS
3337
Portfolio Solutions
Michigan
$579K +$243K +1,460 +73%
GWAM
3338
Guardian Wealth Advisors (Minnesota)
Minnesota
$578K – – –
PFA
3339
Professional Financial Advisors
Nebraska
$576K -$858K -5,160 -61%
GWM
3340
Greenhouse Wealth Management
Connecticut
$571K – – –
TFF
3341
The Family Firm
Maryland
$568K – – –
TFA
3342
Tranquilli Financial Advisor
New Jersey
$568K +$33.2K +200 +6%
CA
3343
CSM Advisors
Pennsylvania
$568K +$548K +3,300 New
DTC
3344
Davidson Trust Company
Washington
$564K – – –
MSFP
3345
Mark Sheptoff Financial Planning
Connecticut
$564K +$56.5K +340 +12%
AGA
3346
Arkos Global Advisors
Texas
$562K +$33.2K +200 +7%
RF
3347
RHS Financial
California
$561K -$46.5K -280 -8%
CAM
3348
Claret Asset Management
Quebec, Canada
$561K -$13.3K -80 -2%
LSC
3349
Lesa Sroufe & Co
Washington
$561K – – –
CAM
3350
Cidel Asset Management
Ontario, Canada
$561K +$542K +3,260 New
132 133
134
135 136