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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3276
Holistic Planning
Texas
$385K +$82.1K +227 +28%
PDM
3277
Penn Davis McFarland
Texas
$384K – – –
PAS
3278
Parsonex Advisory Services
Colorado
$384K +$379K +1,047 New
HFS
3279
Hughes Financial Services
Virginia
$383K +$2.17K +6 +0.6%
ICM
3280
Intrepid Capital Management
Florida
$383K +$5.43K +15 +1%
IWP
3281
Innova Wealth Partners
Pennsylvania
$382K – – –
BFS
3282
Beacon Financial Strategies
North Carolina
$382K – – –
KWM
3283
Kiker Wealth Management
Georgia
$382K -$26.8K -74 -7%
ECAM
3284
East Coast Asset Management
Massachusetts
$381K – – –
MF
3285
Montis Financial
Massachusetts
$381K – – –
IFS
3286
Ifrah Financial Services
Arkansas
$380K -$4.34K -12 -1%
LPFG
3287
Landing Point Financial Group
Ohio
$380K +$1.81K +5 +0.5%
JTWM
3288
Jackson Thornton Wealth Management
Alabama
$380K +$14.8K +41 +4%
MP
3289
Moment Partners
California
$379K -$7.24K -20 -2%
YWM
3290
Yukon Wealth Management
Kansas
$379K +$14.1K +39 +4%
OC
3291
Oakmont Corp
California
$378K – – –
PHAM
3292
Palisades Hudson Asset Management
Florida
$378K -$96.6K -267 -21%
SHFP
3293
Second Half Financial Partners
Florida
$378K – – –
HIM
3294
Hanlon Investment Management
New Jersey
$377K -$14.5K -40 -4%
CFSG
3295
Clark Financial Services Group
Missouri
$377K +$19.5K +54 +6%
4WM
3296
49 Wealth Management
Texas
$376K -$28.6K -79 -7%
HGA
3297
Hobbs Group Advisors
South Carolina
$376K -$10.5K -29 -3%
MS
3298
Madden Securities
Texas
$375K +$32.2K +89 +10%
RA
3299
Ruggaard & Associates
Ohio
$375K -$1.09K -3 -0.3%
PCM
3300
Poehling Capital Management
Wisconsin
$375K +$31.1K +86 +9%
130 131
132
133 134