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Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
5401
Higgins & Schmidt Wealth Strategies
Colorado
$649K -$24.7K -58 -4%
SCA
5402
Sippican Capital Advisors
Massachusetts
$648K – – –
N
5403
Numerai
California
$647K +$653K +1,534 New
CWM
5404
Core Wealth Management
Florida
$642K – – –
SWM
5405
SpringVest Wealth Management
Texas
$642K +$649K +1,523 New
CIAS
5406
CBIZ Investment Advisory Services
Ohio
$641K +$15.8K +37 +2%
NPI
5407
New Perspectives Inc
Mississippi
$640K +$426 +1 +0.1%
AWF
5408
Alpha Wealth Funds
Utah
$640K +$641K +1,506 New
CI
5409
Cordant Inc
Oregon
$639K – – –
LWIC
5410
Leith Wheeler Investment Counsel
British Columbia, Canada
$636K +$60.5K +142 +10%
GFG
5411
GR Financial Group
Arizona
$636K +$299K +703 +87%
BOC
5412
Bull Oak Capital
California
$636K +$98.8K +232 +18%
BSWM
5413
Boston Standard Wealth Management
Massachusetts
$635K -$4.26K -10 -0.7%
NI
5414
NFC Investments
Tennessee
$632K – – –
AAMC
5415
Asset Allocation & Management Company
Illinois
$632K +$639K +1,500 New
CC
5416
Climber Capital
Switzerland
$632K +$639K +1,500 New
KP
5417
Kitching Partners
Pennsylvania
$631K +$161K +378 +34%
BS
5418
Brighton Securities
New York
$627K +$633K +1,487 New
AWP
5419
Avid Wealth Partners
Texas
$626K -$173K -406 -21%
NECFA
5420
New England Capital Financial Advisors
Connecticut
$625K -$1.28K -3 -0.2%
CA
5421
Corrado Advisors
New Jersey
$624K -$27.7K -65 -4%
SC
5422
Schiavi & Co
Delaware
$623K -$852 -2 -0.1%
WFPG
5423
Waller Financial Planning Group
Ohio
$622K +$426 +1 +0.1%
EFP
5424
EnRich Financial Partners
Wisconsin
$622K – – –
DLHL
5425
Donald L. Hagan LLC
Florida
$613K – – –
215 216
217
218 219