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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
5576
SpringVest Wealth Management
Texas
$668K -$2.43K -6 -0.3%
CIAS
5577
CBIZ Investment Advisory Services
Ohio
$667K – – –
EPP
5578
ETF Portfolio Partners
Kansas
$667K – – –
LAM
5579
Lountzis Asset Management
Pennsylvania
$667K +$190K +470 +36%
MAS
5580
MPWM Advisory Solutions
Georgia
$667K +$6.56M +16,213 +973%
GC
5581
Giverny Capital
Quebec, Canada
$667K -$49.8K -123 -6%
RWM
5582
Riverchase Wealth Management
Texas
$666K -$16.6K -41 -2%
AC
5583
Avant Capital
Louisiana
$666K +$50.6K +125 +8%
FF
5584
Foronjy Financial
California
$665K +$2.02K +5 +0.3%
SLWM
5585
Stone Loft Wealth Management
Pennsylvania
$663K +$405 +1 +0.1%
DFC
5586
DBK Financial Counsel
Ohio
$663K -$6.88K -17 -0.9%
COFSG
5587
Carbahal Olsen Financial Services Group
California
$662K -$6.88K -17 -0.9%
RYA
5588
Richard Young Associates
Georgia
$662K -$19K -47 -3%
BOC
5589
Bull Oak Capital
California
$662K +$130K +321 +22%
AWA
5590
Adapt Wealth Advisors
Georgia
$662K -$63.1K -156 -8%
HAP
5591
Harbor Asset Planning
Massachusetts
$662K -$61.1K -151 -8%
PFG
5592
Pinnacle Financial Group
Illinois
$657K +$70.4K +174 +11%
MA
5593
Maxele Advisors
Missouri
$656K +$712K +1,759 New
HSWS
5594
Higgins & Schmidt Wealth Strategies
Colorado
$652K +$107K +264 +18%
PCM
5595
Payne Capital Management
New York
$652K -$1.1M -2,727 -61%
RFS
5596
RM Financial Services
Maine
$652K +$27.5K +68 +4%
HBFP
5597
Henderson Brothers Financial Partners
Pennsylvania
$650K -$734K -1,813 -51%
TPW
5598
TL Private Wealth
Texas
$650K – – –
GWAM
5599
Guardian Wealth Advisors (Minnesota)
Minnesota
$649K +$210K +518 +42%
SWA
5600
ShankerValleau Wealth Advisors
Illinois
$649K – – –
222 223
224
225 226