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Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
3476
Occudo Quantitative Strategies
Florida
$300K +$38K +240 +14%
RC
3477
RBO & Co
California
$300K +$69.7K +440 +29%
GSAM
3478
Grant Street Asset Management
Pennsylvania
$300K +$76.1K +480 +33%
WI
3479
Wedgewood Investors
Pennsylvania
$300K +$91.9K +580 +43%
SMG
3480
Smart Money Group
Texas
$297K +$12.7K +80 +4%
KLI
3481
Kelman-Lazarov Inc
Tennessee
$297K +$19K +120 +7%
CSM
3482
CAMG Solamere Management
North Carolina
$297K +$31.7K +200 +12%
KWA
3483
KCS Wealth Advisory
California
$297K +$82.4K +520 +37%
IDA
3484
Intelligence Driven Advisers
California
$294K -$263K -1,660 -47%
DI
3485
DAGCO Inc
Ohio
$294K -$15.9K -100 -5%
TPW
3486
TL Private Wealth
Texas
$294K -$3.17K -20 -1%
CP
3487
Capital Planning
Washington
$294K – – –
SBF
3488
Sara-Bay Financial
Florida
$294K – – –
LFS
3489
Legacy Financial Strategies
Kansas
$291K – – –
BC
3490
Brio Consultants
California
$288K – – –
GG
3491
Gleason Group
Kentucky
$285K – – –
GB
3492
Goepper Burkhardt
South Carolina
$285K +$3.17K +20 +1%
OFG
3493
Omega Financial Group
California
$285K +$31.7K +200 +12%
EWA
3494
ERTS Wealth Advisors
Michigan
$285K +$53.9K +340 +23%
BWA
3495
BlueSky Wealth Advisors
North Carolina
$284K – – –
SCA
3496
Stuart Chaussee & Associates
California
$282K +$34.9K +220 +14%
SC
3497
Schoolcraft Capital
Colorado
$282K -$15.9K -100 -5%
DP
3498
Divergent Planning
Maryland
$279K – – –
SNBOSCI
3499
Security National Bank of Sioux City Iowa
Iowa
$279K +$72.9K +460 +34%
AF
3500
Aldebaran Financial
$278K -$4.62M -29,140 -65%
138 139
140
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