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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2976
Holistic Financial Partners
Indiana
$314K +$13.8K +25 +5%
1W
2977
1776 Wealth
Georgia
$314K +$19.4K +35 +7%
BDFN
2978
Bond & Devick Financial Network
Minnesota
$314K – – –
BIA
2979
Bell Investment Advisors
California
$314K +$61.9K +112 +25%
CF
2980
Claris Financial
Virginia
$312K -$102K -184 -25%
AFS
2981
Anderson Financial Strategies
Ohio
$312K – – –
WPW
2982
Watershed Private Wealth
Illinois
$312K -$18.8K -34 -6%
BC
2983
Barrett & Company
Rhode Island
$312K +$553 +1 +0.2%
RIS
2984
Richmond Investment Services
Wisconsin
$312K +$306K +554 New
WF
2985
Wayfinding Financial
Washington
$311K +$3.32K +6 +1%
ST
2986
Sentinel Trust
Texas
$310K -$50.9K -92 -14%
HWMO
2987
Heritage Wealth Management (Ohio)
Ohio
$310K – – –
PGA
2988
Portland Global Advisors
Maine
$310K +$305K +551 New
FAP
2989
Financial Advisory Partners
Florida
$309K – – –
PVM
2990
Palogic Value Management
Texas
$309K +$17.7K +32 +6%
YP
2991
YANKCOM Partnership
South Dakota
$309K – – –
SSG
2992
Summit Securities Group
New York
$307K +$302K +546 New
LB
2993
Legacy Bridge
Iowa
$306K – – –
BFWA
2994
Benchmark Financial Wealth Advisors
Florida
$306K +$27.1K +49 +10%
PPC
2995
Park Place Capital
Alabama
$306K -$567K -1,026 -65%
KPPF
2996
Klein Pavlis & Peasley Financial
California
$306K – – –
EPW
2997
Endeavor Private Wealth
Kansas
$305K -$19.9K -36 -6%
MHC
2998
Meyer Handelman Company
New York
$305K – – –
VI
2999
VanderPol Investments
Michigan
$305K -$12.2K -22 -4%
AWA
3000
Alta Wealth Advisors
Massachusetts
$303K – – –
118 119
120
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