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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2251
Range Financial Group
Oregon
$240K +$222K +3,560 New
WCP
2252
Wick Capital Partners
Pennsylvania
$240K +$222K +3,560 New
QFA
2253
Quantum Financial Advisors
California
$240K -$15K -240 -6%
JF
2254
JSF Financial
California
$240K – – –
MWA
2255
MN Wealth Advisors
Kansas
$240K +$222K +3,550 New
CPA
2256
Capital Planning Advisors
California
$239K -$58.7K -940 -21%
1SB
2257
1ST Source Bank
Indiana
$239K +$221K +3,540 New
FZCM
2258
Flynn Zito Capital Management
New York
$238K +$625 +10 +0.3%
KFI
2259
Key Financial Inc
Pennsylvania
$238K +$112K +1,790 +103%
MCM
2260
MV Capital Management
Maryland
$238K +$8.12K +130 +4%
WFA
2261
Wellspring Financial Advisors
Ohio
$237K +$3.75K +60 +2%
3IP
2262
3Chopt Investment Partners
Virginia
$237K +$219K +3,510 New
SSC
2263
Syverson Strege & Co
Iowa
$237K +$219K +3,510 New
BCM
2264
Birch Capital Management
Texas
$236K – – –
CB
2265
Community Bank
New York
$236K – – –
CFA
2266
CWS Financial Advisors
Michigan
$236K – – –
CG
2267
CFO4Life Group
Texas
$236K +$219K +3,500 New
BMWM
2268
Brown Miller Wealth Management
Virginia
$236K – – –
TPW
2269
Tiller Private Wealth
Pennsylvania
$235K – – –
SC
2270
Solstein Capital
California
$235K -$20K -320 -8%
CW
2271
Channel Wealth
California
$235K -$6.25K -100 -3%
CPIA
2272
Cornell Pochily Investment Advisors
New York
$235K +$217K +3,480 New
DFG
2273
Dupree Financial Group
Kentucky
$234K – – –
AWM
2274
Abound Wealth Management
Tennessee
$234K -$21.2K -340 -9%
PFS
2275
Prospect Financial Services
New York
$234K +$216K +3,460 New
89 90
91
92 93