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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
5651
DiPaolo Financial Group
Florida
$334K +$353K +1,602 New
LKIM
5652
Lawson Kroeker Investment Management
Nebraska
$333K -$44K -200 -11%
DC
5653
Dahring Cusmano
Michigan
$332K -$4.4K -20 -1%
LCM
5654
LRT Capital Management
Texas
$331K +$350K +1,591 New
AIS
5655
American Investment Services
Massachusetts
$331K +$350K +1,590 New
HF
5656
Holcombe Financial
Georgia
$331K +$220 +1 +0.1%
BC
5657
Barnett & Company
Tennessee
$331K +$350K +1,589 New
SAP
5658
Strategic Advisory Partners
North Carolina
$331K -$28.2K -128 -7%
IWS
5659
Intentional Wealth Strategies
Colorado
$330K +$349K +1,584 New
IW
5660
Imprint Wealth
South Carolina
$328K -$44.7K -203 -11%
IFA
5661
Interactive Financial Advisors
Illinois
$328K +$14.8K +67 +4%
BF
5662
Benchmark Financial
Delaware
$328K -$33K -150 -9%
HIC
5663
Harvey Investment Company
Kentucky
$327K – – –
CMA
5664
Cedar Mountain Advisors
Oregon
$326K +$30.8K +140 +10%
FWWM
5665
Fiscal Wisdom Wealth Management
Connecticut
$326K -$1.76K -8 -0.5%
SSW
5666
Stone Summit Wealth
Florida
$325K -$17.4K -79 -5%
KWM
5667
Kaydan Wealth Management
Michigan
$325K +$64.7K +294 +23%
LFA
5668
LifeGuide Financial Advisors
Pennsylvania
$322K -$8.81K -40 -3%
ACM
5669
Armbruster Capital Management
New York
$322K +$26.4K +120 +8%
BIA
5670
Barry Investment Advisors
Massachusetts
$322K – – –
OFP
5671
OFC Financial Planning
New Jersey
$321K +$440 +2 +0.1%
DEM
5672
Disciplined Equity Management
Florida
$321K – – –
ATI
5673
ARK & TLK Investments
Oklahoma
$319K +$31K +141 +10%
VPW
5674
Vericrest Private Wealth
Pennsylvania
$319K -$88.1K -400 -21%
MPCL
5675
My Personal CFO LLC
Washington
$317K -$99.5K -452 -23%
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227
228 229