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Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
3226
White Lighthouse Investment Management
Massachusetts
$223K +$225K +1,514 New
VI
3227
VanderPol Investments
Michigan
$223K -$11.5K -77 -5%
CCM
3228
Check Capital Management
California
$222K +$1.49K +10 +0.7%
CIS
3229
Continental Investors Services
Washington
$222K -$8.48K -57 -4%
SFPG
3230
Stonebridge Financial Planning Group
Florida
$221K – – –
FNBOH
3231
First National Bank of Hutchinson
Kansas
$221K – – –
R
3232
Rebalance
California
$221K – – –
AWA
3233
Aletheian Wealth Advisors
Washington
$220K -$559K -3,753 -71%
GAM
3234
Groupama Asset Management
France
$220K -$32.5M -218,172 -99%
CWM
3235
Centurion Wealth Management
Virginia
$219K +$221K +1,488 New
WWP
3236
Waypoint Wealth Partners
California
$219K -$303K -2,039 -58%
CM
3237
Columbus Macro
Pennsylvania
$219K -$18.6K -125 -8%
BRG
3238
Bay Rivers Group
Virginia
$218K +$29.8K +200 +16%
MF
3239
Montis Financial
Massachusetts
$218K +$2.68K +18 +1%
IFA
3240
Interactive Financial Advisors
Illinois
$217K – – –
HWM
3241
Hemington Wealth Management
Virginia
$217K +$217K +1,459 New
WAOI
3242
Wealth Advisors of Iowa
Iowa
$215K -$95.6K -642 -31%
USWIA
3243
UP Strategic Wealth Investment Advisors
Pennsylvania
$215K +$217K +1,457 New
CP
3244
Capital Planning
Washington
$214K +$217K +1,456 New
HB
3245
Horizon Bancorp
Indiana
$214K +$33.6K +226 +18%
WFA
3246
Wade Financial Advisory
California
$214K – – –
HIF
3247
Hill Island Financial
Michigan
$214K – – –
MWA
3248
Motive Wealth Advisors
Michigan
$213K – – –
CCAL
3249
City Center Advisors LLC
Michigan
$213K -$181K -1,216 -46%
VF
3250
VitalStone Financial
Texas
$212K -$11.2K -75 -5%
128 129
130
131 132