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Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
5376
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$252K -$16.6K -81 -7%
NIA
5377
NIA Impact Advisors
California
$252K -$24.6K -120 -9%
OFG
5378
Omega Financial Group
California
$252K – – –
AIM
5379
Athena Investment Management
California
$250K – – –
WFS
5380
Walker Financial Services
Kentucky
$250K +$233K +1,138 New
TFG
5381
Team Financial Group
California
$249K – – –
WA
5382
Waterford Advisors
New York
$249K – – –
EFP
5383
EnRich Financial Partners
Wisconsin
$249K -$3.27K -16 -1%
SFMG
5384
Sage Financial Management Group
Virginia
$247K -$19.8K -97 -8%
HKAM
5385
Horizon Kinetics Asset Management
New York
$247K +$6.14K +30 +3%
VIA
5386
Vickerman Investment Advisors
Washington
$246K +$229K +1,121 New
1CM
5387
1492 Capital Management
Wisconsin
$245K +$5.12K +25 +2%
GWA
5388
Gutierrez Wealth Advisory
Arkansas
$244K +$228K +1,114 New
SP
5389
SIH Partners
Delaware
$244K +$228K +1,114 New
LEFP
5390
Leading Edge Financial Planning
Tennessee
$244K -$17.4K -85 -7%
IWC
5391
Infinity Wealth Counsel
Ohio
$244K +$227K +1,110 New
BDL
5392
Bey-Douglas LLC
Georgia
$243K -$4.5K -22 -2%
FFM
5393
Flagstone Financial Management
Nebraska
$243K – – –
KMC
5394
Kirr Marbach & Co
Indiana
$241K – – –
SA
5395
Sunesis Advisors
Kansas
$241K – – –
IIM
5396
Illumine Investment Management
Washington
$241K +$225K +1,100 New
AWM
5397
Act Wealth Management
Texas
$241K -$5.32K -26 -2%
OBWP
5398
O'Brien Wealth Partners
Massachusetts
$240K – – –
CCP
5399
Cushing Capital Partners
Wisconsin
$240K +$224K +1,094 New
SHJ
5400
Sharkey, Howes & Javer
Colorado
$240K +$224K +1,093 New
214 215
216
217 218