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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
3301
Second Half Financial Partners
Florida
$413K +$12.3K +30 +3%
NECFA
3302
New England Capital Financial Advisors
Connecticut
$412K – – –
ODIJL
3303
One Day In July LLC
Vermont
$412K -$93.6K -229 -18%
OWCM
3304
One Wealth Capital Management
Arizona
$411K +$432K +1,057 New
KLI
3305
Kelman-Lazarov Inc
Tennessee
$411K -$2.86K -7 -0.7%
PGA
3306
Portland Global Advisors
Maine
$410K +$6.13K +15 +1%
MP
3307
Moment Partners
California
$410K +$431K +1,055 New
NCTC
3308
New Covenant Trust Company
Indiana
$410K -$6.13K -15 -1%
SL
3309
Sentinus LLC
Illinois
$410K +$89.5K +219 +26%
PCMM
3310
Piedmont Capital Management (Montana)
Montana
$409K – – –
HFRG
3311
Houlihan Financial Resource Group
Virginia
$409K -$47.8K -117 -10%
CTB
3312
Country Trust Bank
Illinois
$409K – – –
RCM
3313
Requisite Capital Management
Texas
$409K +$429K +1,051 New
DI
3314
Disciplined Investors
Texas
$409K +$429K +1,050 New
AWM
3315
Avondale Wealth Management
Texas
$408K – – –
GC
3316
Grange Capital
Oregon
$408K +$428K +1,048 New
PDM
3317
Penn Davis McFarland
Texas
$408K – – –
WFA
3318
Wellspring Financial Advisors
Ohio
$407K -$72.7K -178 -15%
PPA
3319
Pacific Point Advisors
California
$407K +$404K +989 New
SSC
3320
Syverson Strege & Co
Iowa
$407K +$200K +489 +88%
MTC
3321
McDaniel Terry & Co
Texas
$406K +$2.04K +5 +0.5%
DFA
3322
DHJJ Financial Advisors
Illinois
$406K – – –
IWP
3323
Innova Wealth Partners
Pennsylvania
$405K +$426K +1,042 New
BFS
3324
Beacon Financial Strategies
North Carolina
$405K – – –
ECAM
3325
East Coast Asset Management
Massachusetts
$405K – – –
131 132
133
134 135