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Name Holding Trade Value Shares
Change 		Change in
Stake
SR
4201
Syntax Research
Florida
$750K – – –
GB
4202
Goepper Burkhardt
South Carolina
$748K +$5.51K +30 +0.8%
LIA
4203
LifePlan Investment Advisors
North Carolina
$748K +$23.9K +130 +3%
FEM
4204
Fulcrum Equity Management
Texas
$747K +$162K +884 +30%
PIM
4205
Parker Investment Management
California
$746K -$71.6K -390 -9%
SBF
4206
Sara-Bay Financial
Florida
$745K +$370K +2,012 +109%
MAM
4207
Milestone Asset Management
Pennsylvania
$743K +$86.7K +472 +14%
FWM
4208
FMB Wealth Management
California
$741K +$47.8K +260 +7%
MWA
4209
Muirfield Wealth Advisors
North Carolina
$740K +$54.6K +297 +8%
OFP
4210
OLIO Financial Planning
Virginia
$739K – – –
LGWM
4211
Litman Gregory Wealth Management
California
$736K -$4.59K -25 -0.7%
CC
4212
Capital Counsel
New York
$734K – – –
SJL
4213
Shayne & Jacobs LLC
Tennessee
$734K – – –
ASGS
4214
Alpha Square Group S
New York
$734K +$55.1K +300 +9%
WAG
4215
Wheelhouse Advisory Group
Missouri
$734K -$95.5K -520 -12%
HWMG
4216
Hurlow Wealth Management Group
Indiana
$734K -$551 -3 -0.1%
MWM
4217
Mosley Wealth Management
California
$733K -$61.7K -336 -8%
KCM
4218
KRS Capital Management
Michigan
$731K – – –
TIM
4219
Tevis Investment Management
Texas
$731K +$37.3K +203 +6%
HB
4220
Horizon Bancorp
Indiana
$731K -$2.02K -11 -0.3%
CKAIS
4221
Christensen King & Associates Investment Services
Washington
$731K -$2.57K -14 -0.4%
CBT
4222
CoreFirst Bank & Trust
Kansas
$730K – – –
FWA
4223
FSC Wealth Advisors
New York
$729K – – –
TWA
4224
Tandem Wealth Advisors
Arizona
$728K -$4.41K -24 -0.6%
SF
4225
Slagle Financial
Illinois
$728K -$26.6K -145 -4%
167 168
169
170 171