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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
5476
Highland Financial Advisors
New Jersey
$621K +$84.7K +166 +16%
CPP
5477
Capasso Planning Partners
South Carolina
$619K -$339K -664 -36%
WCM
5478
WealthTrak Capital Management
Virginia
$617K +$57.6K +113 +10%
BFP
5479
Beacon Financial Planning
Massachusetts
$615K -$12.8K -25 -2%
MF
5480
Midwestern Financial
Iowa
$613K +$1.02K +2 +0.2%
OFP
5481
OLIO Financial Planning
Virginia
$612K -$8.67K -17 -1%
SG
5482
Strid Group
Pennsylvania
$610K +$15.8K +31 +3%
LWMNY
5483
Landmark Wealth Management (New York)
New York
$609K -$8.67K -17 -1%
JWBC
5484
John W. Brooker & Co
California
$602K +$185K +362 +45%
PIS
5485
POM Investment Strategies
North Carolina
$601K +$494K +969 +505%
SCM
5486
Schnieders Capital Management
California
$598K +$215K +421 +0.4%
MFG
5487
Marmo Financial Group
Tennessee
$595K +$9.69K +19 +2%
TSS
5488
Two Sigma Securities
New York
$595K -$342K -671 -37%
TWCA
5489
Two West Capital Advisors
Kansas
$593K +$82.1K +161 +17%
BS
5490
Brighton Securities
New York
$592K -$21.9K -43 -4%
DIM
5491
DC Investments Management
Virginia
$591K – – –
GG
5492
GenWealth Group
New Jersey
$591K -$19.9K -39 -3%
TFP
5493
Triune Financial Partners
Kansas
$587K -$11.2K -22 -2%
SMAM
5494
Sugar Maple Asset Management
Wisconsin
$585K -$1.53K -3 -0.3%
HCA
5495
Hyperion Capital Advisors
New York
$584K – – –
LIM
5496
Lagoda Investment Management
New York
$583K -$76.5K -150 -12%
SA
5497
Sicart Associates
New York
$581K – – –
A
5498
AlphaQuest
New York
$581K +$398K +780 +228%
BRIA
5499
Balanced Rock Investment Advisors
Massachusetts
$578K +$5.1K +10 +0.9%
WI
5500
WJ Interests
Texas
$578K – – –
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220
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