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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
5376
Cypress Financial Planning
New Jersey
$678K -$122K -281 -17%
LWIC
5377
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K -$792K -1,823 -57%
AAG
5378
Avalon Advisory Group
Pennsylvania
$676K -$9.55K -22 -2%
FAM
5379
Fenimore Asset Management
New York
$676K – – –
SF
5380
Seek First
California
$675K +$8.69K +20 +1%
5W
5381
5T Wealth
California
$675K +$66.9K +154 +13%
AFA
5382
Alpha Financial Advisors
North Carolina
$675K +$200K +461 +51%
TR
5383
Tepp RIA
New Jersey
$672K -$111K -255 -16%
LWA
5384
Ledgewood Wealth Advisors
New Hampshire
$671K – – –
GC
5385
GatePass Capital
Ohio
$671K +$138K +317 +31%
SP
5386
SIH Partners
Delaware
$670K +$585K +1,347 New
MGWA
5387
Monument Group Wealth Advisors
Massachusetts
$669K +$184K +424 +46%
LFWA
5388
LBJ Family Wealth Advisors
Texas
$664K +$434 +1 +0.1%
MC
5389
Maren Capital
Illinois
$664K -$391K -900 -40%
MAP
5390
Moody Aldrich Partners
Massachusetts
$663K – – –
CAM
5391
Clarity Asset Management
Iowa
$663K +$246K +566 +74%
FF
5392
Financial Futures
New Jersey
$663K -$45.2K -104 -7%
SOWAS
5393
Silver Oak Wealth Advisors Services
California
$663K -$47.3K -109 -8%
BWL
5394
Beacon Wealthcare LLC
North Carolina
$662K +$13K +30 +2%
CAAM
5395
Cornerstone Advisors Asset Management
Pennsylvania
$662K +$32.6K +75 +6%
MFG
5396
Mustico Financial Group
New York
$660K +$546K +1,257 New
NJBEST
5397
New Jersey Better Educational Savings Trust
New Jersey
$658K -$1.47M -3,387 -72%
LAMNM
5398
Longview Asset Management (New Mexico)
New Mexico
$657K +$40K +92 +7%
DWA
5399
Delta Wealth Advisors
Indiana
$656K -$131K -301 -19%
SIA
5400
Spectrum Investment Advisors
Wisconsin
$653K +$16.9K +39 +3%
214 215
216
217 218