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Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
3951
RS Crum Inc
California
$307K +$315K +1,840 New
PP
3952
PFS Partners
New Jersey
$307K +$315K +1,840 New
PWMG
3953
Provence Wealth Management Group
California
$304K +$311K +1,820 New
MRWM
3954
ML&R Wealth Management
Texas
$303K +$311K +1,820 New
MWM
3955
Maripau Wealth Management
Indiana
$302K +$325K +1,900 New
TFP
3956
Triune Financial Partners
Kansas
$300K +$308K +1,800 New
LFS
3957
Legacy Financial Strategies
Kansas
$300K -$51.3K -300 -14%
DLHL
3958
Donald L. Hagan LLC
Florida
$300K – – –
HPM
3959
Hudson Portfolio Management
New York
$300K – – –
MW
3960
Marks Wealth
Maryland
$300K +$34.2K +200 +13%
RWA
3961
Rainsberger Wealth Advisors
Colorado
$300K +$308K +1,800 New
AWM
3962
Abound Wealth Management
Tennessee
$299K +$308K +1,800 New
RPA
3963
Rock Point Advisors
Vermont
$297K +$65K +380 +27%
HKAM
3964
Horizon Kinetics Asset Management
New York
$297K +$305K +1,780 New
RGF
3965
Retirement Guys Formula
Ohio
$297K +$305K +1,780 New
SC
3966
Schoolcraft Capital
Colorado
$293K -$10.3K -60 -3%
CP
3967
Capital Planning
Washington
$293K – – –
FM
3968
Foster & Motley
Ohio
$293K +$82.2K +480 +38%
AWM
3969
Aprio Wealth Management
Georgia
$290K +$10.3K +60 +4%
FIG
3970
FundX Investment Group
California
$290K +$298K +1,740 New
KNFPWM
3971
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$287K +$294K +1,720 New
CP
3972
Corbenic Partners
Pennsylvania
$287K -$185K -1,080 -39%
SCA
3973
Sippican Capital Advisors
Massachusetts
$287K -$3.42K -20 -1%
CI
3974
Ceera Investments
Texas
$287K – – –
CIR
3975
Clear Investment Research
Georgia
$287K – – –
157 158
159
160 161