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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
4176
Davis Investment Partners
North Carolina
$816K – – –
BWM
4177
Brickley Wealth Management
California
$813K -$20.4K -80 -3%
W
4178
WPWealth
Texas
$813K +$55.9K +219 +8%
PFM
4179
Phillips Financial Management
Indiana
$812K +$69.1K +271 +11%
AWM
4180
Arista Wealth Management
Nevada
$811K -$33.9K -133 -5%
FWA
4181
Freedom Wealth Alliance
Wisconsin
$811K -$40.6K -159 -5%
CF
4182
Clarity Financial
Texas
$811K -$4.78M -18,756 -87%
ICM
4183
Intrepid Capital Management
Florida
$810K +$54.1K +212 +8%
BRA
4184
Biechele Royce Advisors
Indiana
$810K +$30.6K +120 +4%
OFS
4185
Oldfather Financial Services
Nebraska
$809K +$136K +535 +24%
WA
4186
Waterford Advisors
New York
$806K +$9.95K +39 +1%
WA
4187
Wealthstar Advisors
Texas
$805K +$1.02K +4 +0.1%
HPCM
4188
Hunter Perkins Capital Management
Illinois
$804K -$25.5K -100 -3%
MWP
4189
Meredith Wealth Planning
Illinois
$804K -$58.7K -230 -8%
HA
4190
HFG Advisors
Ohio
$803K -$8.42K -33 -1%
BIA
4191
Bell Investment Advisors
California
$796K -$4.85K -19 -0.7%
DI
4192
Disciplined Investments
Oklahoma
$794K +$171K +670 +32%
IWA
4193
IVC Wealth Advisors
Pennsylvania
$793K -$8.42K -33 -1%
CSIA
4194
Conrad Siegel Investment Advisors
Pennsylvania
$792K -$121K -474 -15%
BF
4195
Brogan Financial
Tennessee
$791K +$255 +1 +0%
SWAG
4196
Spectrum Wealth Advisory Group
California
$790K -$10.7K -42 -2%
HA
4197
Hofer & Associates
California
$789K – – –
CIAS
4198
CBIZ Investment Advisory Services
Ohio
$783K -$536K -2,101 -44%
IIA
4199
Integral Investment Advisors
California
$783K -$1.27K -5 -0.2%
EW
4200
Element Wealth
Mississippi
$781K +$76.8K +301 +13%
166 167
168
169 170