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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3051
Basepoint Wealth
Iowa
$229K +$2.72K +39 +1%
HIS
3052
Harvest Investment Services
Illinois
$229K +$228K +3,271 New
SMF
3053
Sterling Manor Financial
New York
$229K – – –
ICM
3054
Intrepid Capital Management
Florida
$228K +$3.07K +44 +1%
RLH
3055
RD Lewis Holdings
Florida
$228K +$5.72K +82 +3%
MF
3056
Meridian Financial
Massachusetts
$228K +$3.28K +47 +1%
WFPG
3057
Waller Financial Planning Group
Ohio
$228K – – –
YP
3058
YANKCOM Partnership
South Dakota
$228K +$14.4K +206 +7%
AWM
3059
Ariadne Wealth Management
California
$228K -$77.6K -1,113 -28%
KWM
3060
KFG Wealth Management
Indiana
$228K -$127K -1,817 -36%
OFS
3061
Oldfather Financial Services
Nebraska
$228K +$227K +3,255 New
AFP
3062
Alpha Financial Partners
Kentucky
$227K +$227K +3,254 New
CA
3063
Crumly & Associates
Illinois
$227K -$45.2K -648 -17%
FCIM
3064
Fairview Capital Investment Management
California
$227K – – –
VST
3065
Van Strum & Towne
California
$227K – – –
RFN
3066
Redwood Financial Network
Ohio
$227K -$22.8K -327 -9%
CWA
3067
Cura Wealth Advisors
Illinois
$227K +$226K +3,241 New
MWP
3068
Meridian Wealth Partners
Pennsylvania
$226K +$5.23K +75 +2%
IWM
3069
IMG Wealth Management
Florida
$226K +$13.9K +199 +7%
E3F
3070
Eight 31 Financial
Texas
$226K – – –
EP
3071
Essential Planning
New Hampshire
$226K +$225K +3,233 New
UWS
3072
Unique Wealth Strategies
Illinois
$226K +$225K +3,233 New
ORI
3073
Oak Ridge Investments
Illinois
$226K -$25.6K -367 -10%
DFG
3074
Dupree Financial Group
Kentucky
$225K +$70 +1 +0%
HF
3075
Holcombe Financial
Georgia
$224K – – –
121 122
123
124 125