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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3076
Clune & Associates
Illinois
$493K – – –
KFP
3077
Kroeger Financial Partners
California
$492K +$438K +4,191 New
PF
3078
Prota Financial
Texas
$492K -$18.3K -175 -4%
LF
3079
Lighthouse Financial
Florida
$491K -$3.66K -35 -0.8%
CIM
3080
Capital Investment Management
Missouri
$491K -$523 -5 -0.1%
I
3081
INVST
Indiana
$491K -$10.2K -98 -2%
SDH
3082
Sloy Dahl & Holst
Washington
$490K – – –
MLA
3083
MB, Levis & Associates
Pennsylvania
$490K -$4.92K -47 -1%
CWA
3084
Consilio Wealth Advisors
Washington
$490K +$523 +5 +0.1%
REMPR
3085
Roof Eidam Maycock Peralta (REMP)
California
$489K – – –
BA
3086
Brightwater Advisory
Florida
$488K – – –
CSB
3087
City State Bank
Iowa
$488K -$2.51K -24 -0.6%
WCA
3088
Westover Capital Advisors
Delaware
$487K -$2.09K -20 -0.5%
RIA
3089
Richwood Investment Advisors
Ohio
$487K -$34K -325 -7%
EMAM
3090
Encompass More Asset Management
California
$487K -$67.7K -647 -14%
SIM
3091
SSI Investment Management
California
$486K – – –
GA
3092
Goldstein Advisors
Wisconsin
$485K +$67K +641 +18%
BFA
3093
Bright Financial Advisors
Michigan
$484K +$4.18K +40 +1%
ACM
3094
Argent Capital Management
Missouri
$483K – – –
NP
3095
Ninepoint Partners
Ontario, Canada
$483K -$343K -3,280 -44%
GAG
3096
Goodman Advisory Group
Massachusetts
$482K -$515K -4,928 -55%
SWM
3097
Seed Wealth Management
Illinois
$482K – – –
SWM
3098
Shakespeare Wealth Management
Wisconsin
$481K +$73.5K +703 +21%
BDF
3099
Black Diamond Financial
Maryland
$481K -$16.6K -159 -4%
LD
3100
Lipe & Dalton
New York
$480K -$18.3K -175 -4%
122 123
124
125 126