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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
5026
OLIO Financial Planning
Virginia
$433K – – –
DB
5027
Dravo Bay
Delaware
$431K -$55.7K -132 -12%
AC
5028
AIFG Consultants
New York
$428K +$5.49K +13 +1%
CAM
5029
Clarity Asset Management
Iowa
$427K -$215K -509 -35%
IAIM
5030
Industrial Alliance Investment Management
Quebec, Canada
$426K +$403K +954 New
AFS
5031
AFG Fiduciary Services
Massachusetts
$426K +$3.8K +9 +0.9%
OF
5032
Outfitter Financial
Maine
$425K – – –
GS
5033
Gagnon Securities
New York
$425K +$2.11K +5 +0.5%
CFO
5034
Custos Family Office
Texas
$425K -$16.5K -39 -4%
HP
5035
Highlander Partners
Texas
$424K – – –
TAM
5036
TCP Asset Management
Ohio
$424K +$60.4K +143 +18%
AP
5037
Aspect Partners
Virginia
$424K – – –
HWM
5038
HRC Wealth Management
Idaho
$424K +$422 +1 +0.1%
ICMP
5039
Integrated Capital Management (Pennsylvania)
Pennsylvania
$423K – – –
KCM
5040
Kennicott Capital Management
California
$421K +$398K +942 New
SAM
5041
Simplify Asset Management
Nevada
$421K – – –
CCM
5042
Causeway Capital Management
California
$420K -$10.6K -25 -3%
ACM
5043
Andina Capital Management
Utah
$420K +$64.2K +152 +19%
VCM
5044
Verde Capital Management
Michigan
$419K +$104K +247 +36%
LWIC
5045
Leith Wheeler Investment Counsel
British Columbia, Canada
$418K -$343K -812 -46%
ACM
5046
Altrius Capital Management
North Carolina
$418K +$92.9K +220 +31%
DK
5047
David Kennon
Florida
$418K – – –
SA
5048
Sicart Associates
New York
$414K – – –
SWMG
5049
Sanchez Wealth Management Group
Florida
$409K +$4.22K +10 +1%
LG
5050
LAM Group
Oregon
$408K +$5.91K +14 +2%
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