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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2401
Cravens & Co Advisors
Tennessee
$301K +$286K +4,738 New
SFS
2402
Security Financial Services
Indiana
$300K +$121 +2 +0%
RAM
2403
Redmond Asset Management
Virginia
$298K +$60 +1 +0%
BWP
2404
Balboa Wealth Partners
Arizona
$297K +$241 +4 +0.1%
KWS
2405
Keystone Wealth Services
California
$296K +$25.1K +415 +10%
DA
2406
Drake & Associates
Wisconsin
$296K +$7.06K +117 +3%
TCCM
2407
Timber Creek Capital Management
Massachusetts
$294K – – –
DG
2408
DMC Group
Alabama
$294K – – –
NC
2409
NovaPoint Capital
Georgia
$294K -$208K -3,444 -43%
SIM
2410
Studio Investment Management
Illinois
$293K +$10.1K +167 +4%
IFS
2411
Intelligent Financial Strategies
Minnesota
$293K +$966 +16 +0.3%
PFP
2412
Paragon Financial Partners
California
$293K – – –
FI
2413
Financial Insights
Washington
$293K +$21.9K +362 +9%
AFT
2414
Alpha Family Trust
California
$293K +$278K +4,600 New
HFG
2415
Heron Financial Group
New York
$292K – – –
LA
2416
Latitude Advisors
Florida
$292K -$16.7K -276 -6%
WWM
2417
Windsor Wealth Management
Indiana
$292K -$1.33K -22 -0.5%
GWP
2418
Gateway Wealth Partners
Wisconsin
$291K +$276K +4,578 New
SFM
2419
Signet Financial Management
New Jersey
$291K -$35.8K -593 -11%
OBWP
2420
O'Brien Wealth Partners
Massachusetts
$291K +$276K +4,571 New
WWC
2421
Waypoint Wealth Counsel
Georgia
$291K +$276K +4,568 New
PK
2422
Pflug Koory
Nebraska
$289K -$34K -563 -11%
WRM
2423
Weybosset Research & Management
Rhode Island
$289K – – –
HCP
2424
Holt Capital Partners
Texas
$288K – – –
MA
2425
MKT Advisors
California
$287K -$785 -13 -0.3%
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