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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
4801
True Link Financial Advisors
California
$705K -$10.6K -47 -1%
APM
4802
Advanced Portfolio Management
New York
$704K – – –
SCA
4803
Strathmore Capital Advisors
North Carolina
$703K +$54.3K +240 +8%
CIR
4804
Clear Investment Research
Georgia
$702K -$59.1K -261 -8%
KCM
4805
Kennicott Capital Management
California
$702K -$31.7K -140 -4%
OCFG
4806
O'Connor Financial Group
Illinois
$702K +$25.8K +114 +4%
HIM
4807
Hanlon Investment Management
New Jersey
$701K +$119K +526 +20%
MFA
4808
McClarren Financial Advisors
Pennsylvania
$701K -$137K -604 -19%
LWM
4809
Latko Wealth Management
Illinois
$696K -$520K -2,299 -42%
HWA
4810
HMV Wealth Advisors
Louisiana
$692K -$18.8K -83 -3%
HWM
4811
HRC Wealth Management
Idaho
$692K +$3.85K +17 +0.5%
KAM
4812
KEB Asset Management
Illinois
$691K +$187K +826 +36%
CCM
4813
Check Capital Management
California
$690K – – –
WIA
4814
Wetzel Investment Advisors
Indiana
$687K +$2.26K +10 +0.3%
RWP
4815
Ridgeline Wealth Planning
Ohio
$687K +$51.4K +227 +8%
CCA
4816
Cottonwood Capital Advisors
Utah
$686K -$1.25M -5,515 -64%
RA
4817
Resolute Advisors
California
$685K -$205K -906 -22%
BO
4818
Bank OZK
Arkansas
$685K +$2.72K +12 +0.4%
MWM
4819
Melfa Wealth Management
Massachusetts
$684K +$244K +1,080 +53%
CBOR
4820
Community Bank of Raymore
Missouri
$684K +$6.79K +30 +1%
CWA
4821
Clearview Wealth Advisors
Oregon
$684K +$11.3K +50 +2%
YCG
4822
Yeomans Consulting Group
Georgia
$683K -$14.3K -63 -2%
VWM
4823
Verus Wealth Management
Wisconsin
$679K +$905 +4 +0.1%
KFSN
4824
Keystone Financial Services (Nebraska)
Nebraska
$678K +$9.96K +44 +1%
MCFP
4825
Mallini Complete Financial Planning
Florida
$678K – – –
191 192
193
194 195