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Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
4001
Independent Family Office
New York
$440K – – –
TFA
4002
TPG Financial Advisors
Oregon
$440K +$8.39K +13 +2%
LAS
4003
Lloyd Advisory Services
Georgia
$439K +$135K +209 +38%
M
4004
MYeCFO
California
$439K -$3.87K -6 -0.8%
FMTCOCP
4005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$438K +$9.68K +15 +2%
WIA
4006
Wetzel Investment Advisors
Indiana
$437K -$8.39K -13 -2%
LTL
4007
Lowery Thomas LLC
California
$437K – – –
JF
4008
Joule Financial
Kentucky
$437K +$9.68K +15 +2%
TWP
4009
Tower Wealth Partners
Pennsylvania
$436K +$141K +218 +40%
CICC
4010
Capital Investment Counsel (Colorado)
Colorado
$435K +$126K +196 +35%
MIM
4011
MTM Investment Management
South Carolina
$435K -$78.7K -122 -14%
OWP
4012
ORG Wealth Partners
Texas
$435K +$189K +293 +65%
CPCP
4013
Cedar Point Capital Partners
Iowa
$433K +$10.3K +16 +2%
ATI
4014
ARK & TLK Investments
Oklahoma
$433K +$3.87K +6 +0.8%
ACM
4015
Ayrshire Capital Management
Connecticut
$432K +$129K +200 +36%
ACM
4016
Alamar Capital Management
California
$432K -$163K -252 -25%
ICM
4017
Intrepid Capital Management
Florida
$432K +$53.5K +83 +12%
DWA
4018
Delap Wealth Advisory
Oregon
$429K +$481K +745 New
CFGA
4019
Cambridge Financial Group (Arizona)
Arizona
$429K +$64.5K +100 +16%
RWM
4020
Rolek Wealth Management
Pennsylvania
$429K +$531K +823 New
SCA
4021
Stillwater Capital Advisors
Pennsylvania
$429K – – –
AL
4022
ACAS LLC
California
$429K +$38.7K +60 +9%
HBWM
4023
Hollow Brook Wealth Management
New York
$428K – – –
BWA
4024
Boulder Wealth Advisors
Colorado
$427K +$18.1K +28 +4%
HFA
4025
Highland Financial Advisors
New Jersey
$427K – – –
159 160
161
162 163