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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
3076
Kohmann Bosshard Financial Services
Ohio
$213K +$32.7K +226 +17%
SFG
3077
Sunburst Financial Group
Alabama
$213K +$36.9K +255 +20%
OQS
3078
Occudo Quantitative Strategies
Florida
$212K -$5.15M -35,652 -96%
CAM
3079
Campion Asset Management
Virginia
$212K – – –
SWM
3080
Shakespeare Wealth Management
Wisconsin
$212K +$4.63K +32 +2%
AWM
3081
AllSquare Wealth Management
New York
$211K -$30.9K -214 -12%
ML
3082
Mayport LLC
Massachusetts
$211K – – –
IFAM
3083
Institutional & Family Asset Management
Colorado
$211K +$867 +6 +0.4%
QC
3084
QCM Cayman
Texas
$211K +$223K +1,541 New
RHP
3085
Royal Harbor Partners
Texas
$210K -$2.75K -19 -1%
LF
3086
Lee Financial
Texas
$210K -$723 -5 -0.3%
TF
3087
TimeScale Financial
Massachusetts
$210K +$1.74K +12 +0.8%
RCG
3088
Rock Creek Group
District of Columbia
$209K +$34.1K +236 +18%
WP
3089
Wealthspan Partners
Iowa
$208K -$10.6K -73 -5%
GCA
3090
Genesee Capital Advisors
New York
$208K – – –
RWRC
3091
R.W. Roge & Company
New York
$208K – – –
YMRC
3092
Yorktown Management & Research Company
Virginia
$208K – – –
CFAM
3093
Coury Firm Asset Management
Pennsylvania
$208K +$6.79K +47 +3%
CCP
3094
Cassia Capital Partners
North Carolina
$208K +$6.94K +48 +3%
BWM
3095
Birchcreek Wealth Management
Ohio
$208K +$21.7K +150 +11%
IA
3096
Integrity Advisory
Kansas
$208K +$219K +1,518 New
APW
3097
Acima Private Wealth
Virginia
$206K – – –
IWP
3098
Innova Wealth Partners
Pennsylvania
$206K +$289 +2 +0.1%
CW
3099
Cook Wealth
North Carolina
$206K +$4.34K +30 +2%
SSA
3100
Schonfeld Strategic Advisors
New York
$205K -$15.3M -106,000 -99%
122 123
124
125 126