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Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
3651
Southeast Asset Advisors
Georgia
$318K – – –
CFSG
3652
Clark Financial Services Group
Missouri
$318K +$307K +632 New
GFWA
3653
Grey Fox Wealth Advisors
Delaware
$318K -$1.94K -4 -0.6%
ATI
3654
ARK & TLK Investments
Oklahoma
$318K +$72.9K +150 +31%
DI
3655
DAGCO Inc
Ohio
$317K – – –
SFS
3656
Security Financial Services
Indiana
$316K -$94.3K -194 -24%
BAG
3657
Bridgewealth Advisory Group
California
$316K +$7.29K +15 +2%
AAG
3658
Armstrong Advisory Group
Massachusetts
$315K +$132K +271 +77%
PFM
3659
Peak Financial Management
Massachusetts
$315K +$10.7K +22 +4%
BAM
3660
Bosun Asset Management
Illinois
$315K -$967K -1,989 -76%
SW
3661
StrongBox Wealth
Missouri
$315K – – –
FWM
3662
Foguth Wealth Management
Michigan
$314K -$76.8K -158 -20%
VWA
3663
Valued Wealth Advisors
Utah
$313K +$30.1K +62 +11%
RFS
3664
Richardson Financial Services
Massachusetts
$313K +$259K +533 +606%
WWMSC
3665
Wagner Wealth Management (South Carolina)
South Carolina
$313K +$34.5K +71 +13%
PFA
3666
Pettinga Financial Advisors
Indiana
$313K +$52.5K +108 +21%
IF
3667
Integrity Financial
Wyoming
$313K -$388K -798 -56%
FCFC
3668
First Citizens Financial Corp
Iowa
$313K +$301K +620 New
T
3669
Tidemark
California
$312K +$5.83K +12 +2%
HS
3670
Horan Securities
United States
$312K +$300K +618 New
MA
3671
MAS Advisors
Florida
$311K -$59.3K -122 -17%
PCM
3672
Presidio Capital Management
California
$310K +$47.2K +97 +19%
BDFN
3673
Bond & Devick Financial Network
Minnesota
$310K +$7.29K +15 +3%
SC
3674
Saiph Capital
New Jersey
$310K +$26.2K +54 +10%
RCM
3675
Requisite Capital Management
Texas
$309K +$298K +613 New
145 146
147
148 149