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Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
4351
Sara-Bay Financial
Florida
$562K +$26.3K +103 +6%
SPIO
4352
Seven Post Investment Office
California
$558K – – –
TB
4353
Treynor Bancshares
Iowa
$558K -$5.61K -22 -1%
PFC
4354
Poplar Forest Capital
California
$558K – – –
BC
4355
Brio Consultants
California
$554K +$45.4K +178 +10%
CFG
4356
Compton Financial Group
Maryland
$553K +$36.7K +144 +8%
GWA
4357
Geometric Wealth Advisors
District of Columbia
$552K – – –
PWM
4358
Provident Wealth Management
Tennessee
$551K +$53.8K +211 +12%
CFP
4359
Cypress Financial Planning
New Jersey
$551K +$5.36K +21 +1%
SSWG
4360
Seven Springs Wealth Group
Tennessee
$550K – – –
PI
4361
Pachira Investments
California
$549K -$332K -1,300 -41%
HG
4362
Harbor Group
New Hampshire
$548K +$68.9K +270 +17%
PCM
4363
Presidio Capital Management
California
$548K +$7.65K +30 +2%
RDIA
4364
RE Dickinson Investment Advisors
Iowa
$546K +$17.9K +70 +4%
JPLA
4365
Joseph P. Lucia & Associates
New York
$545K -$1.53K -6 -0.3%
WCP
4366
Welch Capital Partners
New York
$545K -$380K -1,490 -44%
MBFW
4367
Morton Brown Family Wealth
Pennsylvania
$544K +$12K +47 +3%
WRM
4368
Weybosset Research & Management
Rhode Island
$540K +$7.65K +30 +2%
AWM
4369
Activest Wealth Management
Florida
$540K +$484K +1,899 New
OFG
4370
OmniStar Financial Group
North Carolina
$537K +$474K +1,860 New
KL
4371
KilterHowling LLC
Colorado
$535K -$33.7K -132 -7%
AFG
4372
Affinia Financial Group
Massachusetts
$534K +$255 +1 +0.1%
FFP
4373
Forbes Financial Planning
Rhode Island
$532K +$9.18K +36 +2%
MAM
4374
MMA Asset Management
Pennsylvania
$530K -$37K -145 -7%
T
4375
TNF
Montana
$530K -$11.2K -44 -2%
173 174
175
176 177