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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
5301
Compton Financial Group
Maryland
$778K – – –
NA
5302
Note Advisors
New York
$778K +$786K +1,846 New
FFP
5303
Forbes Financial Planning
Rhode Island
$778K – – –
PFC
5304
Poplar Forest Capital
California
$777K -$10.6K -25 -1%
HPCM
5305
Hunter Perkins Capital Management
Illinois
$776K – – –
SNWA
5306
Siligmueller & Norvid Wealth Advisors
Illinois
$776K +$784K +1,841 New
DFG
5307
Dupree Financial Group
Kentucky
$776K -$61.8K -145 -7%
KBG
5308
Kahn Brothers Group
New York
$775K – – –
FWS
5309
FinDec Wealth Services
California
$773K -$670K -1,574 -46%
VFIC
5310
Valley Forge Investment Consultants
Pennsylvania
$771K +$171K +401 +28%
WAM
5311
Weinberger Asset Management
California
$768K +$76.2K +179 +11%
DWMS
5312
Dominguez Wealth Management Solutions
Virginia
$768K +$43.9K +103 +6%
VP
5313
Verisail Partners
Georgia
$767K +$775K +1,820 New
SF
5314
Strategent Financial
Virginia
$767K +$775K +1,819 New
GRA
5315
Golden Road Advisors
Florida
$765K +$3.41K +8 +0.4%
FG
5316
Fairman Group
Pennsylvania
$765K -$12.8K -30 -2%
SIM
5317
Synergy Investment Management
Florida
$764K +$772K +1,812 New
QC
5318
Quadrature Capital
United Kingdom
$763K -$128M -300,469 -99%
GFWA
5319
Grey Fox Wealth Advisors
Delaware
$763K +$43K +101 +6%
CCP
5320
Carmel Capital Partners
California
$760K +$35.4K +83 +5%
LWMT
5321
Legacy Wealth Management (Tennessee)
Tennessee
$760K +$46.4K +109 +6%
PWM
5322
Praetorian Wealth Management
California
$760K +$768K +1,803 New
AWMNH
5323
Arcadia Wealth Management (New Hampshire)
New Hampshire
$759K -$59.2K -139 -7%
BWP
5324
BlueStem Wealth Partners
Minnesota
$757K +$765K +1,796 New
GWA
5325
Gutierrez Wealth Advisory
Arkansas
$756K +$764K +1,794 New
211 212
213
214 215