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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
4476
Disciplined Investors
Texas
$344K -$40.4K -66 -10%
KC
4477
Knuff & Co
California
$344K +$245K +400 +190%
OPOWM
4478
One Plus One Wealth Management
Florida
$343K – – –
AF
4479
Abound Financial
California
$343K -$2.45K -4 -0.7%
RIA
4480
RPG Investment Advisory
California
$343K +$6.73K +11 +2%
CGFA
4481
Colton Groome Financial Advisors
North Carolina
$343K -$23.8K -39 -6%
GWWM
4482
Great Waters Wealth Management
Minnesota
$342K -$1.22K -2 -0.3%
OE
4483
OFS Enterprise
Nebraska
$342K -$58.1K -95 -14%
LFP
4484
Lakeshore Financial Planning
Michigan
$341K – – –
HFS
4485
Hughes Financial Services
Virginia
$341K +$57.5K +94 +18%
AWA
4486
Aquire Wealth Advisors
Utah
$341K +$37.3K +61 +11%
IC
4487
Iconiq Capital
California
$341K -$141K -230 -28%
VAS
4488
Valicenti Advisory Services
New York
$340K -$20.2K -33 -5%
LF
4489
Lighthouse Financial
Florida
$340K -$638K -1,044 -63%
ACM
4490
Armbruster Capital Management
New York
$339K – – –
JGIA
4491
Jackson Grant Investment Advisers
Connecticut
$339K – – –
CAM
4492
Capco Asset Management
Florida
$339K +$152K +249 +71%
LWM
4493
LightSquare Wealth Management
Michigan
$339K -$16.5K -27 -4%
CWM
4494
Cahaba Wealth Management
Georgia
$338K -$14.1K -23 -4%
JWM
4495
JDH Wealth Management
California
$338K -$21.4K -35 -6%
FCMA
4496
Foresight Capital Management Advisors
Michigan
$338K -$12.8K -21 -3%
EAMH
4497
Eurizon Asset Management Hungary
$338K – – –
FAM
4498
Forte Asset Management
New York
$338K – – –
TM
4499
TigerOak Management
New Mexico
$338K +$14.1K +23 +4%
CGA
4500
Compound Global Advisors
Washington
$338K +$61.1K +100 +20%
178 179
180
181 182