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Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
4776
Plan Group Financial
Oklahoma
$713K -$209K -586 -24%
CCM
4777
Cinctive Capital Management
New York
$711K -$31.7M -88,986 -98%
VF
4778
VitalStone Financial
Texas
$711K +$95.4K +268 +17%
VFPW
4779
Vantage Financial Partners (Wisconsin)
Wisconsin
$710K +$114K +319 +20%
BGAI
4780
Bruce G. Allen Investments
Colorado
$709K +$671K +1,885 New
MSF
4781
Mustard Seed Financial
Arkansas
$707K +$670K +1,881 New
AWM
4782
Altus Wealth Management
Kentucky
$706K -$208K -585 -24%
DFG
4783
Dupree Financial Group
Kentucky
$705K +$667K +1,875 New
LAM
4784
LECAP Asset Management
United Kingdom
$704K +$666K +1,872 New
PFC
4785
Poplar Forest Capital
California
$703K -$19.6K -55 -3%
OA
4786
Oceanside Advisors
South Carolina
$703K +$665K +1,869 New
MIM
4787
Martin Investment Management
Florida
$698K – – –
RWM
4788
Ruedi Wealth Management
Illinois
$696K +$21.4K +60 +3%
FFP
4789
Forbes Financial Planning
Rhode Island
$694K – – –
PWM
4790
Provident Wealth Management
Tennessee
$693K -$2.49K -7 -0.4%
SMF
4791
Sterling Manor Financial
New York
$691K -$55.5K -156 -8%
RWG
4792
Regal Wealth Group
California
$691K +$209K +586 +45%
SIA
4793
Spectrum Investment Advisors
Wisconsin
$689K +$652K +1,833 New
RDIA
4794
RE Dickinson Investment Advisors
Iowa
$688K -$7.47K -21 -1%
IWP
4795
IAG Wealth Partners
Wisconsin
$684K -$21.4K -60 -3%
HA
4796
HC Advisors
Georgia
$679K +$1.78K +5 +0.3%
GA
4797
Gordian Advisors
Arizona
$677K +$640K +1,799 New
EPP
4798
ETF Portfolio Partners
Kansas
$673K – – –
GWAG
4799
Garrett Wealth Advisory Group
Texas
$670K +$56.2K +158 +10%
G
4800
Gainplan
Michigan
$668K +$207K +581 +49%
190 191
192
193 194