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Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
4101
James Hambro & Partners
United Kingdom
$526K +$572K +935 New
DFCM
4102
Dark Forest Capital Management
Puerto Rico
$525K +$210K +344 +59%
ACM
4103
Absolute Capital Management
Pennsylvania
$525K +$114K +186 +25%
SFS
4104
Summit Financial Strategies
Ohio
$525K +$82.5K +135 +17%
IA
4105
IMZ Advisory
Florida
$525K -$4.28K -7 -0.7%
AWM
4106
Accel Wealth Management
Iowa
$524K -$89.3K -146 -14%
FPN
4107
Financial Planning Navigators
Minnesota
$524K -$75.8K -124 -12%
LOIP
4108
Live Oak Investment Partners
Texas
$524K -$24.5K -40 -4%
RWM
4109
Rolek Wealth Management
Pennsylvania
$523K +$611 +1 +0.1%
GWM
4110
GoalFusion Wealth Management
Texas
$523K +$30.6K +50 +6%
OFG
4111
Opulen Financial Group
Virginia
$523K +$77K +126 +16%
RAS
4112
RPS Advisory Solutions
Kentucky
$523K +$11.6K +19 +2%
RA
4113
Rational Advisors
New York
$522K -$424K -693 -43%
PIWA
4114
Prevail Innovative Wealth Advisors
Kansas
$522K +$331K +541 +140%
EFG
4115
Elm3 Financial Group
Georgia
$521K -$611 -1 -0.1%
IMC
4116
Investment Management Corporation
Virginia
$519K -$20.8K -34 -4%
BW
4117
Balance Wealth
Ohio
$518K +$109K +179 +24%
LFS
4118
Lutz Financial Services
Nebraska
$517K +$77.7K +127 +16%
CIM
4119
Capital Investment Management
Missouri
$516K -$83.2K -136 -13%
TFS
4120
Targeted Financial Services
Florida
$516K +$152K +248 +37%
LC
4121
LCNB Corp
Ohio
$515K +$9.78K +16 +2%
CCMI
4122
Creative Capital Management Investments
California
$514K +$418K +683 +297%
CFCS
4123
CDM Financial Counseling Services
Connecticut
$513K -$165K -270 -23%
BSAM
4124
Blue Square Asset Management
New York
$513K -$9.17K -15 -2%
MMHP
4125
Murphy Middleton Hinkle & Parker
Georgia
$511K – – –
163 164
165
166 167