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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3301
Grange Capital
Oregon
$385K +$390 +1 +0.1%
IFS
3302
Ifrah Financial Services
Arkansas
$384K -$23.8K -61 -5%
PDM
3303
Penn Davis McFarland
Texas
$384K – – –
WFA
3304
Wellspring Financial Advisors
Ohio
$384K – – –
GA
3305
Greenspring Advisors
Maryland
$384K +$408K +1,047 New
YWS
3306
Yarger Wealth Strategies
Ohio
$383K +$28.4K +73 +8%
CWA
3307
Consilio Wealth Advisors
Washington
$383K -$24.2K -62 -6%
PAG
3308
Powers Advisory Group
Illinois
$383K -$8.96K -23 -2%
IWP
3309
Innova Wealth Partners
Pennsylvania
$382K – – –
CMAI
3310
Capital Management Associates Inc
Minnesota
$382K +$186K +476 +84%
BFS
3311
Beacon Financial Strategies
North Carolina
$382K – – –
PCMK
3312
Paragon Capital Management (Kansas)
Kansas
$382K -$39.8K -102 -9%
SSC
3313
Syverson Strege & Co
Iowa
$381K -$1.95K -5 -0.5%
ECAM
3314
East Coast Asset Management
Massachusetts
$381K – – –
MF
3315
Montis Financial
Massachusetts
$381K -$77.9K -200 -16%
OC
3316
Oakmont Corp
California
$378K – – –
LPFG
3317
Landing Point Financial Group
Ohio
$378K +$390 +1 +0.1%
SHFP
3318
Second Half Financial Partners
Florida
$378K -$11.7K -30 -3%
ICM
3319
Intrepid Capital Management
Florida
$377K +$189K +484 +89%
OCM
3320
Osterweis Capital Management
California
$376K -$712K -1,828 -64%
RA
3321
Ruggaard & Associates
Ohio
$376K – – –
FF
3322
Francis Financial
$374K -$164K -422 -29%
MIAS
3323
Mason Investment Advisory Services
Virginia
$374K -$108K -276 -21%
LD
3324
Lipe & Dalton
New York
$374K +$39K +100 +11%
LAM
3325
Lifestyle Asset Management
Texas
$373K +$37.8K +97 +11%
131 132
133
134 135