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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2626
Sandy Cove Advisors
Massachusetts
$775K +$30.3K +163 +4%
IAP
2627
Indie Asset Partners
Indiana
$774K -$93.1K -500 -10%
DWM
2628
Defined Wealth Management
Oregon
$772K +$558 +3 +0.1%
BDF
2629
Black Diamond Financial
Maryland
$772K +$257K +1,380 +42%
EFG
2630
Ethos Financial Group
Pennsylvania
$772K -$158K -849 -17%
NRW
2631
Nova R Wealth
Kansas
$771K +$6.14K +33 +0.7%
VGDSS
2632
VUB Generali dochodkova spravcovska spolocnost
$770K – – –
GC
2633
Guilbault Capital
Louisiana
$769K – – –
SIC
2634
SJS Investment Consulting
Ohio
$765K +$62.9K +338 +8%
GPI
2635
General Partner Inc
Pennsylvania
$764K – – –
AAG
2636
Armstrong Advisory Group
Massachusetts
$764K -$11.9K -64 -1%
OW
2637
Olistico Wealth
Oklahoma
$763K – – –
VDBMI
2638
Van Den Berg Management I
Texas
$761K -$97.3K -523 -10%
BTWM
2639
Baker Tilly Wealth Management
Wisconsin
$761K -$13K -70 -2%
ONSWM
2640
Old North State Wealth Management
North Carolina
$760K -$107K -577 -11%
SP
2641
Stonebrook Private
Michigan
$760K +$111K +596 +15%
TC
2642
TFR Capital
Texas
$760K +$19.7K +106 +2%
SSC
2643
Syverson Strege & Co
Iowa
$759K -$30.5K -164 -3%
AI
2644
Atom Investors
Texas
$759K -$5.76M -30,940 -87%
SAMT
2645
Select Asset Management & Trust
Pennsylvania
$758K -$8.75K -47 -1%
FWP
2646
Falcon Wealth Planning
California
$758K -$107K -575 -11%
NAMNJ
2647
NorthStar Asset Management (New Jersey)
New Jersey
$757K +$49.1K +264 +6%
FM
2648
Family Management
New York
$757K +$124K +668 +17%
WI
2649
WrapManager Inc
California
$756K -$16.4K -88 -2%
C1AG
2650
Client 1st Advisory Group
Florida
$753K +$57.5K +309 +7%
104 105
106
107 108