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Name Holding Trade Value Shares
Change 		Change in
Stake
T
4501
TrueFG
Texas
$377K +$19.6K +77 +6%
AI
4502
Arrien Investments
Idaho
$376K +$333K +1,304 New
RPG
4503
Resource Planning Group
Georgia
$375K -$171K -671 -34%
AC
4504
Applied Capital
Arkansas
$374K +$331K +1,297 New
SG
4505
Sharper & Granite
California
$368K -$30.6K -120 -9%
CCMIC
4506
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$367K – – –
BWM
4507
Benchmark Wealth Management
Connecticut
$362K -$41.1K -161 -11%
BC
4508
Barnett & Company
Tennessee
$362K +$320K +1,255 New
BWL
4509
Beacon Wealthcare LLC
North Carolina
$362K +$50.5K +198 +19%
DA
4510
DSC Advisors
Illinois
$360K -$60.2K -236 -16%
DSCM
4511
Del-Sette Capital Management
New York
$360K -$805K -3,157 -72%
PFG
4512
Peterson Financial Group
Iowa
$359K -$5.01M -19,646 -94%
MWM
4513
MorganRosel Wealth Management
Colorado
$356K -$18.6K -73 -6%
GWMI
4514
Guardian Wealth Management (Illinois)
Illinois
$354K +$255 +1 +0.1%
WMWM
4515
Whitaker-Myers Wealth Managers
Ohio
$353K +$47.4K +186 +18%
JMF
4516
Johnson Midwest Financial
Iowa
$353K +$510 +2 +0.2%
GF
4517
Goodman Financial
Texas
$353K +$312K +1,224 New
AFG
4518
Arkansas Financial Group
Arkansas
$353K – – –
UCIG
4519
Ulrich Consultants & Investment Group
New Mexico
$353K +$18.6K +73 +6%
OF
4520
Outfitter Financial
Maine
$352K -$34.7K -136 -10%
TDC
4521
Thompson Davis & Co
Virginia
$350K -$98.5K -386 -24%
BI
4522
Bramshill Investments
Florida
$343K +$148K +582 +96%
XT
4523
XTX Topco
Cayman Islands
$342K +$303K +1,186 New
FOFP
4524
Fee-Only Financial Planning
South Carolina
$340K – – –
AAM
4525
Ameraudi Asset Management
New York
$340K -$27.5K -108 -8%
179 180
181
182 183