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Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
5426
Harbor Asset Planning
Massachusetts
$249K – – –
OWM
5427
Orca Wealth Management
Florida
$248K +$256K +1,130 New
SFMG
5428
Sage Financial Management Group
Virginia
$247K – – –
SFSG
5429
Sound Financial Strategies Group
Mississippi
$247K +$255K +1,126 New
LIM
5430
Loudon Investment Management
New Hampshire
$247K – – –
CCP
5431
Cushing Capital Partners
Wisconsin
$246K -$4.3K -19 -2%
SEM
5432
Strategic Equity Management
Arizona
$245K -$27.2K -120 -10%
VCS
5433
Vaughan & Co Securities
New Jersey
$245K -$29.4K -130 -10%
MHFA
5434
Mission Hills Financial Advisory
California
$244K +$2.72K +12 +1%
IWB
5435
Innovative Wealth Building
Maryland
$243K +$25.6K +113 +11%
AFA
5436
Alpha Financial Advisors
North Carolina
$242K -$20.8K -92 -8%
IIM
5437
Illumine Investment Management
Washington
$242K – – –
KMC
5438
Kirr Marbach & Co
Indiana
$242K – – –
SHJ
5439
Sharkey, Howes & Javer
Colorado
$241K +$32.4K +143 +15%
HIGP
5440
Hill Investment Group Partners
Missouri
$241K +$1.81K +8 +0.7%
CWM
5441
Capital Wealth Management
Rhode Island
$240K +$247K +1,093 New
EFP
5442
EnRich Financial Partners
Wisconsin
$239K +$453 +2 +0.2%
FWMM
5443
Foundation Wealth Management (Missouri)
Missouri
$239K -$19.5K -86 -7%
UFPG
5444
United Financial Planning Group
New York
$238K +$245K +1,083 New
TFP
5445
Triune Financial Partners
Kansas
$237K +$1.13K +5 +0.5%
FIC
5446
Family Investment Center
Missouri
$235K -$337K -1,490 -58%
HHWM
5447
Hiley Hunt Wealth Management
Nebraska
$235K – – –
UFA
5448
Uptown Financial Advisors
Texas
$234K -$94.2K -416 -28%
ACM
5449
Aurdan Capital Management
Pennsylvania
$234K +$241K +1,065 New
WF
5450
Williams Financial
Vermont
$234K +$241K +1,064 New
216 217
218
219 220