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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3126
Tran Capital Management
California
$405K +$365K +1,000 New
OC
3127
Oakmont Corp
California
$405K – – –
CTFG
3128
Capstone Triton Financial Group
Oklahoma
$405K – – –
DJYG
3129
David J. Yvars Group
Florida
$405K – – –
EIA
3130
Eldridge Investment Advisors
New Hampshire
$404K – – –
AFO
3131
Arrowroot Family Office
California
$404K -$7.29K -20 -2%
SHFA
3132
SS&H Financial Advisors
Michigan
$403K +$88.3K +242 +32%
IWP
3133
IAG Wealth Partners
Wisconsin
$402K +$138K +377 +61%
NCM
3134
Northwest Capital Management
Oregon
$401K – – –
WWM
3135
Whalen Wealth Management
Nevada
$401K +$361K +989 New
RWM
3136
Revisor Wealth Management
Ohio
$400K +$7.29K +20 +2%
AWM
3137
Ameliora Wealth Management
Switzerland
$400K – – –
OWP
3138
ORG Wealth Partners
Texas
$400K +$360K +986 New
LI
3139
LVZ Inc
Michigan
$398K – – –
BFW
3140
Brady Family Wealth
Missouri
$398K +$126K +346 +54%
PSF
3141
Pacific Sun Financial
California
$396K -$25.5K -70 -7%
AWA
3142
Aletheian Wealth Advisors
Washington
$395K +$4.74K +13 +1%
FPCG
3143
Forum Private Client Group
Indiana
$395K – – –
LD
3144
Lipe & Dalton
New York
$393K – – –
HFS
3145
HBC Financial Services
Washington
$392K – – –
SFS
3146
Security Financial Services
Indiana
$392K +$19.3K +53 +6%
CWM
3147
Campbell Wealth Management
Virginia
$391K +$352K +965 New
CIC
3148
Chase Investment Counsel
Virginia
$390K +$10.9K +30 +3%
RRA
3149
Round Rock Advisors
Connecticut
$388K -$1.4M -3,852 -80%
G
3150
GenTrust
Florida
$387K +$71.9K +197 +26%
124 125
126
127 128