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Name Holding Trade Value Shares
Change 		Change in
Stake
STFP
5801
Signal Tree Financial Partners
Ohio
$460K +$57.5K +142 +13%
OAP
5802
One Advisory Partners
Kansas
$460K -$47.7K -118 -9%
IWM
5803
IMG Wealth Management
Florida
$459K +$85.4K +211 +21%
KCM
5804
Key Capital Management
Tennessee
$456K +$59.1K +146 +14%
SA
5805
SoundView Advisors
Washington
$455K +$40.5K +100 +9%
MWA
5806
Mills Wealth Advisors
Texas
$455K +$15.8K +39 +3%
SCA
5807
Sippican Capital Advisors
Massachusetts
$453K +$79.7K +197 +19%
OFP
5808
OLIO Financial Planning
Virginia
$453K -$25.1K -62 -5%
DWM
5809
DKM Wealth Management
California
$449K -$44.1K -109 -8%
SWM
5810
Sherman Wealth Management
Maryland
$449K -$73.2K -181 -13%
PJC
5811
Phillip James Consulting
Minnesota
$448K +$23.1K +57 +5%
HIA
5812
HTG Investment Advisors
Connecticut
$447K -$2.83K -7 -0.6%
WWWM
5813
White Wing Wealth Management
Texas
$444K +$15.4K +38 +3%
CWWM
5814
Curry Webb Wealth Management
Indiana
$443K +$11.7K +29 +3%
FJWM
5815
Ferguson Johnson Wealth Management
Maryland
$442K +$42.9K +106 +10%
AFA
5816
Alpha Financial Advisors
North Carolina
$442K -$5.26K -13 -1%
AI
5817
AdvisorShares Investments
Maryland
$442K – – –
RWA
5818
Reicon Wealth Advisors
Georgia
$442K +$78.1K +193 +19%
BFS
5819
Bare Financial Services
Pennsylvania
$440K +$105K +259 +28%
FOFP
5820
Fee-Only Financial Planning
South Carolina
$439K – – –
FF
5821
Friday Financial
Iowa
$438K +$74K +183 +19%
HWMT
5822
Heritage Wealth Management (Texas)
Texas
$435K – – –
MVF
5823
Markin Volterra Fund
New York
$434K +$471K +1,164 New
JCIA
5824
Jackson Creek Investment Advisors
Colorado
$433K -$98.3K -243 -21%
KC
5825
Kinloch Capital
Virginia
$433K +$155K +384 +49%
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