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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2826
Jessup Wealth Management
Ohio
$204K +$1.1K +10 +0.6%
WP
2827
WealthPLAN Partners
Nebraska
$203K -$8.15K -74 -4%
VFP
2828
Vilga Financial Planning
New Jersey
$203K +$197K +1,785 New
ACA
2829
Aspire Capital Advisors
Washington
$203K +$881 +8 +0.5%
WB
2830
West Bancorporation
Iowa
$203K – – –
SHFP
2831
Second Half Financial Partners
Florida
$202K -$55.1K -500 -22%
PFM
2832
Phillips Financial Management
Indiana
$202K +$2.53K +23 +1%
GG
2833
Greenwood Gearhart
Arkansas
$202K +$220 +2 +0.1%
VC
2834
Vestor Capital
Illinois
$202K -$85.2K -774 -34%
KAM
2835
KEB Asset Management
Illinois
$202K +$195K +1,774 New
HSG
2836
Helen Stephens Group
Texas
$202K +$195K +1,773 New
CWA
2837
Consilio Wealth Advisors
Washington
$201K -$4.41K -40 -2%
PDM
2838
Penn Davis McFarland
Texas
$201K – – –
HFP
2839
Holistic Financial Partners
Indiana
$201K -$1.32K -12 -0.7%
EIG
2840
Ellenbecker Investment Group
Wisconsin
$201K +$194K +1,763 New
CCT
2841
Capital City Trust
Florida
$200K – – –
ZWA
2842
Zinnia Wealth Advisory
Florida
$200K +$194K +1,759 New
JE
2843
JMAC Enterprises
Pennsylvania
$199K +$192K +1,747 New
S
2844
Sachetta
Massachusetts
$198K -$540K -4,899 -74%
HWA
2845
Heritage Wealth Advisors
Virginia
$196K – – –
DT
2846
DV Trading
Illinois
$195K +$189K +1,712 New
CPG
2847
Cornerstone Planning Group
New Jersey
$187K +$174K +1,576 +1,212%
PAI
2848
Pittenger & Anderson Inc
Nebraska
$185K +$13.8K +125 +8%
TVWM
2849
Tower View Wealth Management
Wisconsin
$184K – – –
OCM
2850
Osterweis Capital Management
California
$182K -$112K -1,020 -39%
112 113
114
115 116