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Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
6001
Financial Management Inc
Arkansas
$425K +$440K +878 New
SWP
6002
Significant Wealth Partners
Illinois
$425K -$56.6K -113 -11%
HFG
6003
Harborfront Financial Group
Michigan
$424K +$439K +877 New
KHC
6004
Koesten Hirschmann & Crabtree
Kansas
$424K +$203K +406 +86%
IIM
6005
Invariant Investment Management
Pennsylvania
$423K +$443K +884 New
RWM
6006
Refined Wealth Management
Utah
$423K +$438K +875 New
SIA
6007
Stegner Investment Associates
Kentucky
$422K -$4.51K -9 -1%
SAM
6008
Smith Asset Management
Florida
$419K +$434K +866 New
UA
6009
URS Advisory
Florida
$418K +$433K +865 New
SCA
6010
Sippican Capital Advisors
Massachusetts
$417K -$338K -675 -44%
CIM
6011
Corbyn Investment Management
Maryland
$416K +$90.7K +181 +27%
KIC
6012
Keating Investment Counselors
Florida
$415K -$20K -40 -4%
WF
6013
Williams Financial
Vermont
$415K +$10.5K +21 +3%
IASG
6014
Investment Advisory Services Group
Florida
$415K +$429K +857 New
AA
6015
ArborFi Advisors
Michigan
$414K -$56.1K -112 -12%
LFG
6016
Leverty Financial Group
Wisconsin
$413K – – –
CEI
6017
Clark Estates Inc
New York
$413K – – –
SIAS
6018
Summit Investment Advisory Services
Minnesota
$412K +$62.6K +125 +17%
AIS
6019
American Investment Services
Massachusetts
$411K – – –
EWP
6020
Equity Wealth Partners
Missouri
$410K +$5.01K +10 +1%
DK
6021
David Kennon
Florida
$409K – – –
FF
6022
Friday Financial
Iowa
$406K +$6.01K +12 +1%
FWP
6023
Family Wealth Partners
North Carolina
$404K -$18.5K -37 -4%
CWA
6024
Cornerstone Wealth Advisors
Minnesota
$403K – – –
NL
6025
NDWM LLC
California
$403K -$2K -4 -0.5%
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