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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
4026
Spartan Planning & Wealth Management
North Carolina
$380K +$400K +2,986 New
PA
4027
Parkside Advisors
California
$379K – – –
BF
4028
Brogan Financial
Tennessee
$378K -$67K -500 -14%
SAM
4029
S.A. Mason
Michigan
$378K – – –
AWM
4030
AAF Wealth Management
Massachusetts
$377K -$2.68K -20 -0.7%
IFS
4031
Intelligent Financial Strategies
Minnesota
$376K – – –
CC
4032
Capital Counsel
New York
$376K +$5.36K +40 +1%
TIA
4033
Tandem Investment Advisors
South Carolina
$375K -$13.3K -99 -3%
SF
4034
Safeguard Financial
Wisconsin
$375K +$81.7K +610 +26%
LIM
4035
Lathrop Investment Management
Arkansas
$375K -$70.3K -525 -15%
PF
4036
Parker Financial
Washington
$374K -$201K -1,498 -34%
HI
4037
Human Investing
Oregon
$373K -$13.4K -100 -3%
EAM
4038
Empirical Asset Management
Massachusetts
$373K +$4.15K +31 +1%
DSCM
4039
Del-Sette Capital Management
New York
$373K -$153K -1,141 -28%
KCM
4040
Kaye Capital Management
California
$371K – – –
MIC
4041
Meridian Investment Counsel
California
$370K -$131K -975 -25%
LTL
4042
Lowery Thomas LLC
California
$370K -$6.7K -50 -2%
GAM
4043
Garrison Asset Management
Arkansas
$369K – – –
FFP
4044
Forbes Financial Planning
Rhode Island
$369K – – –
RP
4045
Riverwater Partners
Wisconsin
$368K +$54.4K +406 +16%
LIA
4046
LifePlan Investment Advisors
North Carolina
$368K +$64.9K +484 +20%
TI
4047
tru Independence
Oregon
$368K +$26.1K +195 +7%
FLA
4048
Financial Life Advisors
Texas
$367K -$19.3K -144 -5%
SRWM
4049
Shira Ridge Wealth Management
California
$366K +$53.6K +400 +16%
TWA
4050
Tandem Wealth Advisors
Arizona
$365K +$5.23K +39 +1%
160 161
162
163 164