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Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
5176
Harbor Asset Planning
Massachusetts
$954K +$833K +1,919 New
ATI
5177
ARK & TLK Investments
Oklahoma
$952K -$225K -518 -21%
RWM
5178
Ruedi Wealth Management
Illinois
$952K – – –
AIFS
5179
A&I Financial Services
Colorado
$951K +$7.38K +17 +0.9%
PP
5180
PFS Partners
New Jersey
$951K +$98.6K +227 +13%
FEG
5181
Fund Evaluation Group
Ohio
$951K +$830K +1,911 New
WWA
5182
Wingate Wealth Advisors
Massachusetts
$949K +$55.2K +127 +7%
KBG
5183
Kahn Brothers Group
New York
$948K +$28.7K +66 +4%
KSWA
5184
Kathleen S. Wright Associates
Pennsylvania
$947K – – –
SMF
5185
Sterling Manor Financial
New York
$945K +$5.65K +13 +0.7%
TSS
5186
Thomas Story & Son
Indiana
$943K – – –
FFG
5187
Foundry Financial Group
New Hampshire
$942K +$40.8K +94 +5%
MCM
5188
MontVue Capital Management
Virginia
$940K – – –
DFA
5189
DHK Financial Advisors
New Hampshire
$937K -$9.99K -23 -1%
LIM
5190
Letson Investment Management
Georgia
$937K – – –
T
5191
Transce3nd
Texas
$935K -$65.1K -150 -7%
UFA
5192
Uptown Financial Advisors
Texas
$935K +$869 +2 +0.1%
CWA
5193
Capital Wealth Alliance
Arizona
$934K +$434 +1 +0.1%
ICCON
5194
Investment Counsel Company of Nevada
Nevada
$933K +$434 +1 +0.1%
AWM
5195
Allen Wealth Management
North Carolina
$932K -$32.1K -74 -4%
CCA
5196
Cypress Capital Advisors
Tennessee
$932K +$24.8K +57 +3%
SNWA
5197
Siligmueller & Norvid Wealth Advisors
Illinois
$931K – – –
AAS
5198
AdviceOne Advisory Services
Connecticut
$930K +$86.9K +200 +12%
OBWP
5199
O'Brien Wealth Partners
Massachusetts
$930K -$185K -426 -19%
SHF
5200
Stage Harbor Financial
Massachusetts
$929K -$114K -262 -12%
206 207
208
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