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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
4001
Stordahl Capital Management
Colorado
$233K +$218K +2,255 New
PL
4002
Parthenon LLC
Kentucky
$232K -$58K -600 -21%
FFL
4003
Financial Freedom LLC
Ohio
$232K -$147K -1,525 -40%
VIM
4004
Vista Investment Management
Pennsylvania
$232K +$217K +2,243 New
RPSA
4005
Richard P. Slaughter Associates
Texas
$231K +$217K +2,241 New
HR
4006
Hardy Reed
Mississippi
$231K +$216K +2,240 New
SC
4007
Schoolcraft Capital
Colorado
$231K +$216K +2,240 New
MSWMA
4008
Market Street Wealth Management Advisors
Indiana
$230K +$216K +2,231 New
AL
4009
ADE LLC
Maryland
$230K +$215K +2,225 New
RFP
4010
Roth Financial Partners
Texas
$229K +$214K +2,220 New
SL
4011
Sentry LLC
Tennessee
$229K +$214K +2,219 New
BHWA
4012
Beacon Harbor Wealth Advisors
Virginia
$227K +$213K +2,200 New
PH
4013
Pinnacle Holdings
Oklahoma
$227K +$212K +2,197 New
FPIS
4014
Financial Planning & Information Services
Wisconsin
$226K +$212K +2,190 New
FA
4015
Financial Alternatives
California
$225K +$211K +2,180 New
BP
4016
BCK Partners
New York
$225K +$211K +2,180 New
SC
4017
Soundwatch Capital
Connecticut
$225K +$211K +2,180 New
TC
4018
TAP Consulting
Missouri
$225K +$211K +2,179 New
CPM
4019
Connective Portfolio Management
New York
$225K +$211K +2,180 New
RWM
4020
Raffa Wealth Management
District of Columbia
$225K +$88.3K +914 +73%
SBF
4021
Sara-Bay Financial
Florida
$224K +$210K +2,171 New
SC
4022
Saltoro Capital
Texas
$223K +$205K +2,119 New
CFG
4023
Compton Financial Group
Maryland
$223K +$209K +2,160 New
SF
4024
Safeguard Financial
Wisconsin
$223K +$208K +2,155 New
MAM
4025
Montchanin Asset Management
Delaware
$223K +$209K +2,160 New
159 160
161
162 163