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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
2751
Widmann Financial Services
Maryland
$458K -$86.1K -1,100 -16%
BCB
2752
Brian C. Broderick
$457K +$143K +1,825 +45%
SIC
2753
Sage Investment Counsel
Tennessee
$457K – – –
QWM
2754
Quaker Wealth Management
New Jersey
$457K +$235 +3 +0.1%
CFGA
2755
Cambridge Financial Group (Arizona)
Arizona
$457K -$1.1K -14 -0.2%
FGWP
2756
Founders Grove Wealth Partners
Virginia
$456K -$106K -1,359 -19%
FBC
2757
Fairfield, Bush & Co
Connecticut
$456K – – –
DCBT
2758
Dakota Community Bank & Trust
North Dakota
$455K -$13.2K -168 -3%
TGY2IT
2759
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$455K +$459K +5,859 New
HWMC
2760
Heritage Wealth Management (California)
California
$455K -$4.62K -59 -1%
AL
2761
ADE LLC
Maryland
$454K – – –
VCM
2762
Vivaldi Capital Management
Illinois
$453K -$16.1K -206 -3%
OFA
2763
Oak Family Advisors
Illinois
$453K -$60.9K -778 -12%
TIM
2764
Tortoise Investment Management
New York
$453K -$187K -2,393 -29%
SNBOSD
2765
Security National Bank of So Dak
Iowa
$450K – – –
SWP
2766
Semus Wealth Partners
Florida
$449K +$1.96K +25 +0.4%
FRM
2767
Fox Run Management
Connecticut
$449K +$456K +5,829 New
BFS
2768
BridgePort Financial Solutions
Iowa
$448K -$128K -1,631 -22%
BFA
2769
Brown Financial Advisors
Ohio
$448K -$42.4K -542 -9%
CWG
2770
Crown Wealth Group
North Carolina
$447K +$235 +3 +0.1%
WA
2771
Westfuller Advisors
New York
$447K -$13.1K -167 -3%
FPFC
2772
Financial Planning Fort Collins
Colorado
$446K +$393K +5,015 New
WCM
2773
Warburton Capital Management
Oklahoma
$446K +$12.3K +157 +3%
PCMNC
2774
Piedmont Capital Management (North Carolina)
North Carolina
$445K +$14K +179 +3%
TWM
2775
Topsail Wealth Management
North Carolina
$445K -$29.5K -377 -6%
109 110
111
112 113