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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
5876
Pearl Planning
Michigan
$402K -$11.3K -27 -2%
TR
5877
Tepp RIA
New Jersey
$401K -$1.09M -2,616 -71%
PIA
5878
Polaris Investment Advisors
Massachusetts
$401K – – –
FJWM
5879
Ferguson Johnson Wealth Management
Maryland
$399K -$87.9K -210 -16%
CCA
5880
Cottonwood Capital Advisors
Utah
$398K – – –
KCM
5881
Key Capital Management
Tennessee
$398K +$70.7K +169 +19%
LG
5882
LAM Group
Oregon
$398K +$68.2K +163 +18%
AAG
5883
Avalon Advisory Group
Pennsylvania
$398K – – –
TFA
5884
TrustWell Financial Advisors
Florida
$397K -$8.37K -20 -2%
EL
5885
EQ LLC
Washington
$397K +$26.8K +64 +6%
BWS
5886
BFI Wealth Solutions
Texas
$396K – – –
FWMP
5887
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$395K +$1.67K +4 +0.4%
FCU
5888
Financial Concepts Unlimited
Maine
$395K +$446K +1,067 New
SG
5889
Strid Group
Pennsylvania
$393K -$61.5K -147 -12%
BWMG
5890
Bannerman Wealth Management Group
Texas
$390K -$30.1K -72 -6%
SWM
5891
Stonebridge Wealth Management
Illinois
$390K +$2.09K +5 +0.5%
KP
5892
Kitching Partners
Pennsylvania
$390K -$251K -601 -36%
GFG
5893
Grantvest Financial Group
New Jersey
$389K +$24.7K +59 +6%
KHC
5894
Koesten Hirschmann & Crabtree
Kansas
$389K +$73.2K +175 +20%
SA
5895
Sacks & Associates
New Jersey
$389K -$42.3K -101 -9%
HP
5896
Highlander Partners
Texas
$389K – – –
JPT
5897
Jordan Park Trust
New Hampshire
$388K – – –
M
5898
MYeCFO
California
$386K +$14.2K +34 +3%
FWM
5899
FMA Wealth Management
Massachusetts
$386K -$4.18K -10 -1%
GKFF
5900
George Kaiser Family Foundation
Oklahoma
$384K – – –
234 235
236
237 238