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Name Holding Trade Value Shares
Change 		Change in
Stake
SO
3601
Sierra Ocean
California
$648K +$649K +1,106 New
KCIC
3602
Kuhn & Co Investment Counsel
Illinois
$645K -$58.7K -100 -8%
AFG
3603
Allegheny Financial Group
Pennsylvania
$644K -$79.8K -136 -11%
ACP
3604
Argyle Capital Partners
California
$644K +$645K +1,099 New
GCP
3605
Gill Capital Partners
Colorado
$643K +$11.2K +19 +2%
ACM
3606
Arlington Capital Management
Illinois
$643K – – –
ACS
3607
Archford Capital Strategies
Illinois
$641K +$4.7K +8 +0.7%
JJBC
3608
James J. Burns & Company
New York
$639K +$32.3K +55 +5%
FB
3609
Finward Bancorp
Indiana
$639K +$640K +1,091 New
VPW
3610
Variant Private Wealth
Virginia
$638K +$639K +1,089 New
CFFP
3611
Center for Financial Planning
Michigan
$638K +$29.9K +51 +5%
UL
3612
Unionview LLC
Washington
$638K +$45.2K +77 +8%
SFG
3613
Sterling Financial Group
California
$637K +$14.1K +24 +2%
MFC
3614
Morris Financial Concepts
South Carolina
$637K +$12.9K +22 +2%
PAM
3615
Peak Asset Management
Colorado
$636K – – –
GGI
3616
Godsey & Gibb Inc
Virginia
$634K -$17K -29 -3%
WJA
3617
Willis Johnson & Associates
Texas
$634K -$211K -359 -25%
CP
3618
Castleview Partners
Texas
$633K +$83.3K +142 +16%
FFO
3619
Fortitude Family Office
Arizona
$632K +$25.2K +43 +4%
IF
3620
IRON Financial
Illinois
$632K – – –
WCM
3621
Windsor Capital Management
Arizona
$630K – – –
SWMG
3622
Stillwater Wealth Management Group
Florida
$630K +$632K +1,076 New
CW
3623
Code Waechter
Florida
$628K +$129K +220 +26%
VCP
3624
Vista Capital Partners
Oregon
$628K +$279K +476 +80%
RCI
3625
RS Crum Inc
California
$627K +$15.3K +26 +2%
143 144
145
146 147