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Name Holding Trade Value Shares
Change 		Change in
Stake
JAIC
4401
Josh Arnold Investment Consultant
Minnesota
$317K +$305K +942 New
WFA
4402
Wade Financial Advisory
California
$312K – – –
PWMG
4403
Provence Wealth Management Group
California
$312K +$301K +928 New
JAWM
4404
J. Arnold Wealth Management
Ohio
$311K +$40.9K +126 +16%
TAM
4405
Tucker Asset Management
Colorado
$303K +$23K +71 +9%
TI
4406
Telemetry Investments
New York
$303K -$49.9K -154 -15%
UID
4407
Union Investments & Development
Israel
$303K +$292K +900 New
ICMP
4408
Integrated Capital Management (Pennsylvania)
Pennsylvania
$302K – – –
FAM
4409
Fulcrum Asset Management
United Kingdom
$301K – – –
OFG
4410
Omega Financial Group
California
$301K +$290K +895 New
BFP
4411
Briaud Financial Planning
Texas
$300K -$6.48K -20 -2%
JSA
4412
Jacobson & Schmitt Advisors
Wisconsin
$300K – – –
TCM
4413
TimesSquare Capital Management
New York
$299K -$9.73K -30 -3%
APSP
4414
Asset Planning Services (Pennsylvania)
Pennsylvania
$299K +$324 +1 +0.1%
HFM
4415
Hartford Funds Management
Pennsylvania
$299K +$289K +891 New
HG
4416
Harbor Group
New Hampshire
$298K -$79.8K -246 -22%
KCM
4417
Kendall Capital Management
Maryland
$298K +$5.84K +18 +2%
GIA
4418
Goodwin Investment Advisory
Georgia
$298K +$21.1K +65 +8%
VFIC
4419
Valley Forge Investment Consultants
Pennsylvania
$297K +$1.62K +5 +0.6%
LL
4420
LPWM LLC
Minnesota
$295K – – –
HWM
4421
HFR Wealth Management
New York
$293K -$38.6K -119 -12%
LWP
4422
Laurel Wealth Planning
Minnesota
$291K -$37.6K -116 -12%
HWA
4423
Hillcrest Wealth Advisors
New Jersey
$289K – – –
NHFG
4424
New Harbor Financial Group
Massachusetts
$285K – – –
SC
4425
Skylands Capital
Wisconsin
$283K -$38.9K -120 -13%
175 176
177
178 179