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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
5326
VanderPol Investments
Michigan
$756K +$55.4K +130 +8%
EPP
5327
ETF Portfolio Partners
Kansas
$754K – – –
RWM
5328
Rolek Wealth Management
Pennsylvania
$753K +$761K +1,786 New
ICM
5329
Innovator Capital Management
Illinois
$753K +$453K +1,064 +147%
RWM
5330
Riverchase Wealth Management
Texas
$753K +$760K +1,785 New
CFGF
5331
Compass Financial Group (Florida)
Florida
$752K – – –
DI
5332
Disciplined Investments
Oklahoma
$752K +$173K +407 +30%
FI
5333
FIDELIS iM
Oregon
$751K +$1.28K +3 +0.2%
MAP
5334
Moody Aldrich Partners
Massachusetts
$750K -$131K -307 -15%
TB
5335
Terril Brothers
Missouri
$749K +$383K +900 +103%
CFG
5336
Cornerstone Financial Group
Nebraska
$747K +$755K +1,772 New
SC
5337
Scratch Capital
Idaho
$742K +$750K +1,761 New
SWA
5338
ShankerValleau Wealth Advisors
Illinois
$741K -$339K -795 -31%
CCMT
5339
CMT Capital Markets Trading
Germany
$738K -$106K -250 -13%
PM
5340
Parametrica Management
Hong Kong
$738K -$418K -981 -36%
EWA
5341
Elevate Wealth Advisory
Georgia
$737K +$444K +1,043 +148%
SBF
5342
Sara-Bay Financial
Florida
$734K +$53.7K +126 +8%
SSC
5343
Syverson Strege & Co
Iowa
$734K +$518K +1,216 +232%
RFA
5344
RTD Financial Advisors
Pennsylvania
$734K +$132K +311 +22%
PF
5345
Penney Financial
Texas
$732K +$17K +40 +2%
ATC
5346
Advantage Trust Company
Kansas
$732K +$46K +108 +7%
SCM
5347
Sollinda Capital Management
Florida
$728K +$69K +162 +10%
PCMM
5348
Piedmont Capital Management (Montana)
Montana
$724K – – –
CFP
5349
Cypress Financial Planning
New Jersey
$723K +$23.4K +55 +3%
GCWM
5350
Graham Capital Wealth Management
District of Columbia
$723K +$1.7K +4 +0.2%
212 213
214
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