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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
2551
RDA Financial Network
Iowa
$397K -$1.78K -29 -0.4%
CPA
2552
Capital Performance Advisors
California
$397K +$396K +6,432 New
WLIM
2553
White Lighthouse Investment Management
Massachusetts
$397K -$2.59K -42 -0.6%
HA
2554
Harfst & Associates
Wyoming
$396K -$54.1K -878 -12%
WCFA
2555
Walkner Condon Financial Advisors
Wisconsin
$396K +$35K +568 +10%
AC
2556
AXQ Capital
New Jersey
$396K +$395K +6,411 New
HWMG
2557
Hurlow Wealth Management Group
Indiana
$395K +$36.8K +598 +10%
BFM
2558
Boothbay Fund Management
New York
$394K +$393K +6,389 New
FWTB
2559
First Western Trust Bank
Colorado
$393K -$185 -3 -0%
KFS
2560
Kurt F. Somerville
$392K – – –
LF
2561
LifeSteps Financial
California
$392K +$19.7K +320 +5%
PAG
2562
Private Advisory Group
Washington
$392K +$70.9K +1,152 +22%
OFA
2563
Oak Family Advisors
Illinois
$391K -$163K -2,649 -29%
HBFP
2564
Henderson Brothers Financial Partners
Pennsylvania
$391K +$312K +5,075 New
MC
2565
Montag & Caldwell
Georgia
$390K – – –
FGWP
2566
Founders Grove Wealth Partners
Virginia
$390K +$2.15K +35 +0.6%
CA
2567
Cortland Associates
Missouri
$390K – – –
MCM
2568
Mengis Capital Management
Oregon
$389K – – –
AL
2569
ADE LLC
Maryland
$389K – – –
GSWM
2570
Golden State Wealth Management
California
$389K +$37.7K +612 +11%
GWM
2571
Greenhouse Wealth Management
Connecticut
$388K +$2.34K +38 +0.6%
CTI
2572
Community Trust & Investment
Kentucky
$387K -$1.54K -25 -0.4%
TIM
2573
Total Investment Management
Arizona
$387K – – –
SN
2574
Sittner & Nelson
Oregon
$387K +$123 +2 +0%
LPAM
2575
Lodestar Private Asset Management
California
$387K -$739 -12 -0.2%
101 102
103
104 105