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Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
3076
Vertex Planning Partners
Illinois
$252K -$50.8K -158 -16%
MPW
3077
MA Private Wealth
California
$252K – – –
HIC
3078
Harvey Investment Company
Kentucky
$252K – – –
SHFP
3079
Second Half Financial Partners
Florida
$252K -$633K -1,968 -70%
UCI
3080
Uncommon Cents Investing
Wisconsin
$250K – – –
WFS
3081
Walker Financial Services
Kentucky
$250K +$1.29K +4 +0.5%
WFA
3082
Wellspring Financial Advisors
Ohio
$250K +$643 +2 +0.2%
AA
3083
AlphaQ Advisors
Florida
$250K -$11.3K -35 -4%
MFS
3084
Mirabella Financial Services
United Kingdom
$250K -$1.4M -4,351 -84%
SC
3085
Seldon Capital
California
$249K – – –
CA
3086
CSM Advisors
Pennsylvania
$249K – – –
NRA
3087
NSI Retail Advisors
Pennsylvania
$249K – – –
ZIMP
3088
Zimmermann Investment Management & Planning
Pennsylvania
$249K -$527K -1,639 -67%
AFP
3089
Advus Financial Partners
Florida
$248K – – –
WA
3090
WESPAC Advisors
California
$248K – – –
HBWM
3091
Hollow Brook Wealth Management
New York
$247K – – –
TC
3092
Trilogy Capital
California
$247K -$77.8K -242 -23%
QC
3093
QCM Cayman
Texas
$246K +$262K +814 New
AI
3094
Auour Investments
Massachusetts
$246K – – –
DIM
3095
Delta Investment Management
California
$246K – – –
SR
3096
Syntax Research
Florida
$245K +$261K +812 New
FWI
3097
Facet Wealth Inc
Maryland
$245K +$16.4K +51 +6%
KFA
3098
Kelleher Financial Advisors
New York
$245K +$41.8K +130 +19%
AG
3099
Algert Global
California
$245K +$260K +810 New
NRW
3100
Nova R Wealth
Kansas
$244K +$643 +2 +0.2%
122 123
124
125 126