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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2926
Quantum Financial Advisors
California
$593K -$1.56K -4 -0.2%
BWM
2927
BCS Wealth Management
Tennessee
$593K -$142K -364 -18%
WA1
2928
Wimmer Associates 1
California
$593K -$57.7K -148 -9%
BBA
2929
Braun-Bostich & Associates
Pennsylvania
$592K -$7.79K -20 -1%
FI
2930
FIDELIS iM
Oregon
$592K +$3.9K +10 +0.6%
GCM
2931
Gallacher Capital Management
Colorado
$592K -$3.51K -9 -0.6%
AWMG
2932
Alliance Wealth Management Group
New Jersey
$592K – – –
BW
2933
Basepoint Wealth
Iowa
$591K -$12.1K -31 -2%
IFA
2934
Independence Financial Advisors
New Hampshire
$590K +$628K +1,611 New
RMF
2935
Red Mountain Financial
Colorado
$590K – – –
CG
2936
Clifford Group
Massachusetts
$589K -$78.7K -202 -11%
CPA
2937
Cardiff Park Advisors
California
$588K – – –
PPG
2938
Peak Planning Group
Colorado
$586K -$234K -601 -27%
PSFG
2939
Prairie Sky Financial Group
Illinois
$586K – – –
WCFA
2940
Walkner Condon Financial Advisors
Wisconsin
$586K +$37.4K +96 +6%
HI
2941
Hendershot Investments
Virginia
$585K – – –
RPCA
2942
Running Point Capital Advisors
California
$585K +$77.9K +200 +14%
VH
2943
Visionary Horizons
Tennessee
$583K – – –
TCM
2944
Tributary Capital Management
Nebraska
$581K -$148K -380 -19%
PMA
2945
Prudent Man Advisors
Illinois
$580K +$13.6K +35 +2%
SGCA
2946
Steel Grove Capital Advisors
Tennessee
$579K -$152K -390 -20%
F4L
2947
Fortune 45 LLC
Louisiana
$578K +$413K +1,061 +206%
HC
2948
Hara Capital
Washington
$577K – – –
CWS
2949
Cypress Wealth Services
California
$577K -$8.18K -21 -1%
AA
2950
AJ Advisors
Tennessee
$576K +$42.1K +108 +7%
116 117
118
119 120