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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
5051
Benchmark Wealth Management
Connecticut
$441K -$42.7K -100 -9%
VF
5052
Vista Finance
Missouri
$440K +$855 +2 +0.2%
WS
5053
Wela Strategies
Georgia
$439K – – –
SA
5054
Sunesis Advisors
Kansas
$438K – – –
OTL
5055
Oak Thistle LLC
New York
$435K +$433K +1,012 New
PWP
5056
PrairieView Wealth Partners
Illinois
$435K -$10.7K -25 -2%
WC
5057
Wexford Capital
Florida
$434K -$88.1K -206 -17%
HCA
5058
Hyperion Capital Advisors
New York
$433K – – –
HP
5059
Highlander Partners
Texas
$433K – – –
OFP
5060
OLIO Financial Planning
Virginia
$433K – – –
TFP
5061
Triune Financial Partners
Kansas
$432K +$855 +2 +0.2%
IFA
5062
Interactive Financial Advisors
Illinois
$430K – – –
QOP
5063
Quinn Opportunity Partners
Virginia
$430K +$427K +1,000 New
BFP
5064
Briaud Financial Planning
Texas
$429K +$42.7K +100 +11%
WPWM
5065
Windward Private Wealth Management
Kansas
$427K +$188K +440 +80%
ACM
5066
Altrius Capital Management
North Carolina
$426K +$23.1K +54 +6%
SPIA
5067
Strategic Point Investment Advisors
Rhode Island
$424K – – –
AA
5068
AlphaMark Advisors
Kentucky
$424K -$82.1K -192 -16%
SWM
5069
Seaside Wealth Management
California
$422K – – –
JSA
5070
Jacobson & Schmitt Advisors
Wisconsin
$422K -$5.56K -13 -1%
SC
5071
Swan Capital
Florida
$420K -$31.6K -74 -7%
CCA
5072
Clarity Capital Advisors
Florida
$419K – – –
TCFP
5073
Treasure Coast Financial Planning
Florida
$418K -$3.85K -9 -0.9%
BWM
5074
BCGM Wealth Management
Indiana
$416K -$69.2K -162 -14%
VF
5075
Vawter Financial
Ohio
$413K +$75.2K +176 +22%
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