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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
3651
Wallace Hart
Kentucky
$291K +$268K +600 New
FSG
3652
Financial Strategies Group
Michigan
$290K -$9.81K -22 -4%
JWM
3653
JPL Wealth Management
Colorado
$290K +$266K +596 New
FFG
3654
Foundry Financial Group
New Hampshire
$289K +$266K +596 New
HFS
3655
Heritage Financial Services
Massachusetts
$289K +$265K +595 New
VFPW
3656
Vantage Financial Partners (Wisconsin)
Wisconsin
$289K -$325K -729 -55%
AA
3657
Axiom Advisory
California
$288K – – –
PSFG
3658
Prairie Sky Financial Group
Illinois
$288K +$1.78K +4 +0.7%
BIA
3659
Barry Investment Advisors
Massachusetts
$288K -$22.3K -50 -8%
TWM
3660
Trueblood Wealth Management
Ohio
$287K -$4.46K -10 -2%
FFO
3661
Fortitude Family Office
Arizona
$287K – – –
SWG
3662
Summit Wealth Group
Vermont
$287K +$1.78K +4 +0.7%
GJIA
3663
Glass Jacobson Investment Advisors
Maryland
$287K +$3.12K +7 +1%
FCIM
3664
Fairview Capital Investment Management
California
$286K +$263K +590 New
HHGA
3665
Halbert Hargrove Global Advisors
California
$286K +$263K +590 New
PWMA
3666
Pension & Wealth Management Advisors
Massachusetts
$286K -$10.3K -23 -4%
AFO
3667
Arrowroot Family Office
California
$286K -$44.6K -100 -15%
LFP
3668
Leeward Financial Partners
Washington
$286K +$262K +588 New
BFAG
3669
Blackston Financial Advisory Group
Florida
$285K -$245K -549 -48%
PC
3670
Port Capital
Illinois
$285K +$262K +587 New
CWM
3671
Chronos Wealth Management
Florida
$284K +$261K +585 New
BFPW
3672
BOK Financial Private Wealth
Colorado
$284K +$62.5K +140 +32%
HKAM
3673
Horizon Kinetics Asset Management
New York
$283K – – –
SRSA
3674
S.R. Schill & Associates
Washington
$282K +$259K +580 New
CFO
3675
Collective Family Office
Pennsylvania
$281K +$258K +579 New
145 146
147
148 149