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Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
3926
Valley Forge Investment Consultants
Pennsylvania
$323K +$6.18K +40 +2%
AOG
3927
Alpha Omega Group
Virginia
$323K +$18.5K +120 +6%
BFA
3928
Brendel Financial Advisors
New Hampshire
$319K -$2.46M -15,900 -89%
SLT
3929
St Louis Trust
Missouri
$319K -$442K -2,860 -59%
WFMPM
3930
Woodley Farra Manion Portfolio Management
Indiana
$319K -$55.6K -360 -16%
RC
3931
RBO & Co
California
$316K – – –
MWM
3932
Marion Wealth Management
Pennsylvania
$316K +$6.18K +40 +2%
RPG
3933
Resource Planning Group
Georgia
$316K +$9.27K +60 +3%
BWA
3934
Beam Wealth Advisors
Louisiana
$316K +$68K +440 +29%
AIM
3935
Aurora Investment Managers
Florida
$316K +$300K +1,940 New
AC
3936
AWM Capital
Arizona
$313K – – –
KLI
3937
Kelman-Lazarov Inc
Tennessee
$313K – – –
PWMG
3938
Provence Wealth Management Group
California
$313K +$15.5K +100 +5%
CCM
3939
Corsair Capital Management
New York
$313K +$297K +1,920 New
TFP
3940
Triune Financial Partners
Kansas
$313K +$18.5K +120 +7%
SSW
3941
Stone Summit Wealth
Florida
$311K +$294K +1,900 New
SGA
3942
Seaport Global Advisors
Massachusetts
$310K -$596K -3,860 -67%
DEM
3943
Disciplined Equity Management
Florida
$310K – – –
JI
3944
Jeereddi Investments
California
$310K – – –
PS
3945
Portfolio Solutions
Michigan
$310K – – –
EWA
3946
ERTS Wealth Advisors
Michigan
$310K +$6.18K +40 +2%
CW
3947
Cook Wealth
North Carolina
$310K +$24.7K +160 +6%
CWAF
3948
Core Wealth Advisors (Florida)
Florida
$310K +$40.2K +260 +16%
SFC
3949
SYM Financial Corp
Indiana
$310K +$64.9K +420 +28%
BCM
3950
Bourgeon Capital Management
Connecticut
$310K +$83.4K +540 +40%
156 157
158
159 160