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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
4201
Stuart Chaussee & Associates
California
$637K – – –
NP
4202
Ninepoint Partners
Ontario, Canada
$636K -$71.3K -297 -10%
WF
4203
Warner Financial
Maryland
$636K – – –
TWP
4204
Tower Wealth Partners
Pennsylvania
$635K -$19.7K -82 -3%
SAM
4205
Sequent Asset Management
Texas
$633K +$240 +1 +0%
SS
4206
Sound Stewardship
Kansas
$631K +$632K +2,633 New
SFP
4207
Sterling Financial Planning
New Jersey
$629K -$44.4K -185 -7%
TWA
4208
Tandem Wealth Advisors
Arizona
$629K +$629K +2,621 New
NCM
4209
Next Capital Management
New York
$628K -$120K -500 -16%
KHC
4210
Koesten Hirschmann & Crabtree
Kansas
$627K +$628K +2,616 New
PWMA
4211
Pension & Wealth Management Advisors
Massachusetts
$627K +$628K +2,615 New
OAJ
4212
Ogorek Anthony Joseph
New York
$625K +$240 +1 +0%
PIA
4213
Powell Investment Advisors
Florida
$625K +$5.76K +24 +0.9%
FF
4214
Francis Financial
$624K +$11K +46 +2%
W
4215
WPWealth
Texas
$624K +$624K +2,602 New
WIC
4216
Wilkins Investment Counsel
Massachusetts
$624K -$24K -100 -4%
GCM
4217
Glaxis Capital Management
Florida
$624K – – –
BWP
4218
Bernardo Wealth Planning
Pennsylvania
$623K -$87.6K -365 -12%
ICM
4219
Intrepid Capital Management
Florida
$623K +$36.7K +153 +6%
MFGP
4220
Marshall Financial Group (Pennsylvania)
Pennsylvania
$622K – – –
FI
4221
FIDELIS iM
Oregon
$619K +$1.2K +5 +0.2%
KCM
4222
Kaye Capital Management
California
$619K +$619K +2,581 New
PFA
4223
Petra Financial Advisors
Colorado
$618K +$619K +2,578 New
HAS
4224
Holland Advisory Services
Florida
$618K -$4.32K -18 -0.7%
SW
4225
Simplicity Wealth
New Jersey
$615K +$321K +1,338 +109%
167 168
169
170 171