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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
4551
WJ Interests
Texas
$310K -$10.2K -40 -4%
ACM
4552
Alethea Capital Management
Washington
$310K – – –
BFP
4553
Beacon Financial Planning
Massachusetts
$309K – – –
LCM
4554
Linker Capital Management
Kentucky
$308K – – –
WFC
4555
Western Financial Corp
California
$308K -$739K -2,899 -73%
HPA
4556
High Probability Advisors
New York
$306K -$36.7K -144 -12%
OFP
4557
OLIO Financial Planning
Virginia
$306K -$8.16K -32 -3%
IFA
4558
Interactive Financial Advisors
Illinois
$303K – – –
SC
4559
Saybrook Capital
North Carolina
$303K – – –
JCG
4560
John C. Goff
$300K +$265K +1,040 New
WC
4561
Weil Company
California
$299K -$96.2K -377 -27%
ACM
4562
Ardent Capital Management
Ohio
$298K – – –
MAP
4563
Milestone Advisory Partners
North Carolina
$298K – – –
WIM
4564
Warwick Investment Management
Texas
$298K +$2.3K +9 +0.9%
AC
4565
Avant Capital
Louisiana
$296K +$765 +3 +0.3%
SHFP
4566
Second Half Financial Partners
Florida
$296K -$17.9K -70 -6%
SA
4567
Sunesis Advisors
Kansas
$293K +$259K +1,017 New
FPCG
4568
Forum Private Client Group
Indiana
$293K +$5.61K +22 +2%
AIA
4569
Acute Investment Advisory
Arizona
$292K -$3.57K -14 -1%
TWM
4570
Tanglewood Wealth Management
Texas
$292K -$1.02K -4 -0.4%
HCA
4571
Hyperion Capital Advisors
New York
$290K – – –
BP
4572
BFAM Partners
Hong Kong
$288K +$255K +1,000 New
AFCM
4573
Applied Finance Capital Management
Puerto Rico
$288K +$255K +998 New
HB
4574
Horizon Bancorp
Indiana
$285K -$292K -1,143 -54%
DGI
4575
Disciplined Growth Investors
Minnesota
$283K -$103K -405 -29%
181 182
183
184 185