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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
5001
Hoese & Co
Minnesota
$473K +$13.1K +31 +3%
AIS
5002
American Investment Services
Massachusetts
$472K +$135K +320 +43%
RVM
5003
Robinson Value Management
Texas
$471K +$445K +1,054 New
RFS
5004
Retirement Financial Solutions
Tennessee
$471K +$25.3K +60 +6%
SC
5005
Swan Capital
Florida
$469K – – –
BOC
5006
Bull Oak Capital
California
$466K – – –
LFA
5007
LifeGuide Financial Advisors
Pennsylvania
$466K +$74.3K +176 +20%
SJGA
5008
Stephen J. Garry & Associates
New York
$463K – – –
PWP
5009
PrairieView Wealth Partners
Illinois
$463K – – –
TFP
5010
Traction Financial Partners
Wyoming
$456K – – –
WS
5011
Wela Strategies
Georgia
$456K +$146K +346 +51%
VF
5012
Vista Finance
Missouri
$456K +$78.1K +185 +22%
SA
5013
Sunesis Advisors
Kansas
$455K – – –
WAM
5014
WFA Asset Management
Wisconsin
$453K -$1.27K -3 -0.3%
HCA
5015
Hyperion Capital Advisors
New York
$450K – – –
TFP
5016
Triune Financial Partners
Kansas
$448K -$25.8K -61 -6%
CWP
5017
Corepath Wealth Partners
Arizona
$447K +$188K +445 +87%
IFA
5018
Interactive Financial Advisors
Illinois
$447K -$11K -26 -3%
G
5019
Gainplan
Michigan
$447K -$181K -428 -30%
WI
5020
WJ Interests
Texas
$446K – – –
JSA
5021
Jacobson & Schmitt Advisors
Wisconsin
$444K +$419K +993 New
SPIA
5022
Strategic Point Investment Advisors
Rhode Island
$441K +$28.3K +67 +7%
SWM
5023
Seaside Wealth Management
California
$439K – – –
TCFP
5024
Treasure Coast Financial Planning
Florida
$438K – – –
CCA
5025
Clarity Capital Advisors
Florida
$436K +$422 +1 +0.1%
199 200
201
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