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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2251
JSF Financial
California
$240K – – –
MWA
2252
MN Wealth Advisors
Kansas
$240K +$222K +3,550 New
CPA
2253
Capital Planning Advisors
California
$239K -$58.7K -940 -21%
1SB
2254
1ST Source Bank
Indiana
$239K +$221K +3,540 New
FZCM
2255
Flynn Zito Capital Management
New York
$238K +$625 +10 +0.3%
KFI
2256
Key Financial Inc
Pennsylvania
$238K +$112K +1,790 +103%
MCM
2257
MV Capital Management
Maryland
$238K +$8.12K +130 +4%
WFA
2258
Wellspring Financial Advisors
Ohio
$237K +$3.75K +60 +2%
3IP
2259
3Chopt Investment Partners
Virginia
$237K +$219K +3,510 New
SSC
2260
Syverson Strege & Co
Iowa
$237K +$219K +3,510 New
BCM
2261
Birch Capital Management
Texas
$236K – – –
CB
2262
Community Bank
New York
$236K – – –
CFA
2263
CWS Financial Advisors
Michigan
$236K – – –
CG
2264
CFO4Life Group
Texas
$236K +$219K +3,500 New
BMWM
2265
Brown Miller Wealth Management
Virginia
$236K – – –
TPW
2266
Tiller Private Wealth
Pennsylvania
$235K – – –
SC
2267
Solstein Capital
California
$235K -$20K -320 -8%
CW
2268
Channel Wealth
California
$235K -$6.25K -100 -3%
CPIA
2269
Cornell Pochily Investment Advisors
New York
$235K +$217K +3,480 New
DFG
2270
Dupree Financial Group
Kentucky
$234K – – –
AWM
2271
Abound Wealth Management
Tennessee
$234K -$21.2K -340 -9%
PFS
2272
Prospect Financial Services
New York
$234K +$216K +3,460 New
SFC
2273
SYM Financial Corp
Indiana
$234K -$67.5K -1,080 -24%
OAS
2274
Optivise Advisory Services
Tennessee
$234K +$216K +3,460 New
EFG
2275
Ethos Financial Group
Pennsylvania
$233K -$154K -2,470 -42%
89 90
91
92 93