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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3076
Sippican Capital Advisors
Massachusetts
$226K +$198K +768 New
CP
3077
Capital Planning
Washington
$226K +$198K +767 New
CSI
3078
Clark & Stuart Inc
Maine
$226K +$198K +767 New
WFA
3079
West Financial Advisors
Iowa
$226K – – –
KG
3080
Kieckhefer Group
Wisconsin
$226K +$197K +766 New
HWM
3081
Hobbs Wealth Management
Indiana
$226K -$53.8K -209 -21%
AWM
3082
Affinity Wealth Management
Delaware
$226K +$197K +765 New
HG
3083
Harbor Group
New Hampshire
$226K +$197K +765 New
DFG
3084
Dupree Financial Group
Kentucky
$225K -$106K -412 -35%
NWWA
3085
New Wave Wealth Advisors
Arkansas
$225K +$197K +763 New
MAM
3086
Marquette Asset Management
Minnesota
$225K – – –
IWM
3087
IMG Wealth Management
Florida
$224K -$59.5K -231 -23%
FPW
3088
Flywheel Private Wealth
California
$223K +$195K +755 New
PA
3089
PFW Advisors
Georgia
$222K +$194K +754 New
KWA
3090
Kondo Wealth Advisors
California
$222K +$196K +760 New
FLP
3091
Financial Life Planners
Arizona
$221K +$30.7K +119 +19%
NI
3092
NCP Inc
California
$221K -$38.6K -150 -17%
EGA
3093
Eagle Global Advisors
Texas
$221K +$193K +750 New
HCM
3094
Hollencrest Capital Management
California
$221K -$57.2K -222 -23%
THCM
3095
Taylor Hoffman Capital Management
Virginia
$221K +$193K +749 New
DCM
3096
DGS Capital Management
New Jersey
$220K +$193K +748 New
ABLA
3097
Alan B. Lancz & Associates
Ohio
$220K +$192K +746 New
JIR
3098
James Investment Research
Ohio
$219K +$192K +744 New
OBGC
3099
O'Brien Greene & Co
Pennsylvania
$219K +$192K +744 New
SWP
3100
ShoreHaven Wealth Partners
New Jersey
$219K +$191K +743 New
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