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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
3051
OFC Financial Planning
New Jersey
$536K +$563K +1,378 New
RF
3052
Rossby Financial
Florida
$536K +$563K +1,378 New
KWM
3053
Kiker Wealth Management
Georgia
$535K +$563K +1,377 New
WWM
3054
Whalen Wealth Management
Nevada
$535K +$158K +387 +39%
PCM
3055
Payne Capital Management
New York
$534K +$561K +1,373 New
WCM
3056
WealthBridge Capital Management
Ohio
$534K -$39.6K -97 -7%
CAC
3057
Core Alternative Capital
Georgia
$534K -$45.8K -112 -8%
IFU
3058
iSAM Funds (UK)
United Kingdom
$533K +$560K +1,370 New
GJWM
3059
Gilliland Jeter Wealth Management
Arkansas
$532K +$1.63K +4 +0.3%
DA
3060
Drake & Associates
Wisconsin
$532K +$20.8K +51 +4%
TCM
3061
Tufton Capital Management
Maryland
$531K -$40.9K -100 -7%
EBSAM
3062
Eubel Brady & Suttman Asset Management
Ohio
$530K – – –
BAS
3063
Breakthru Advisory Services
Wisconsin
$529K +$556K +1,361 New
4A
3064
4Wealth Advisors
Illinois
$529K +$556K +1,361 New
NWM
3065
Nova Wealth Management
Florida
$527K +$554K +1,355 New
SDJVC
3066
St. Denis J. Villere & Co
Louisiana
$527K – – –
LAS
3067
LWM Advisory Services
Florida
$526K -$91.9K -225 -14%
SFS
3068
Strategic Financial Services
New York
$526K -$20.4K -50 -4%
JHCP
3069
Jackson Hole Capital Partners
Oklahoma
$525K -$8.99K -22 -2%
AF
3070
AtlasMark Financial
Texas
$525K – – –
CCM
3071
Compass Capital Management
Minnesota
$525K – – –
VCM
3072
Violich Capital Management
California
$525K – – –
KWM
3073
Kaydan Wealth Management
Michigan
$525K -$2.86K -7 -0.5%
BF
3074
Brogan Financial
Tennessee
$524K -$467K -1,142 -46%
MSR
3075
Main Street Research
Connecticut
$523K +$113K +276 +26%
121 122
123
124 125