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Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
3626
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$317K +$297K +6,410 New
LFS
3627
Lutz Financial Services
Nebraska
$317K -$47.3K -1,020 -14%
CWAF
3628
Core Wealth Advisors (Florida)
Florida
$317K +$7.42K +160 +3%
SIM
3629
Sterling Investment Management
Arizona
$317K +$297K +6,400 New
WA
3630
WealthTrust Axiom
Pennsylvania
$316K -$1.39K -30 -0.5%
VBFP
3631
Valtinson Bruner Financial Planning
Minnesota
$316K +$296K +6,380 New
B
3632
Bridgeworth
Alabama
$315K -$52.4K -1,130 -15%
ANHIM
3633
Alan N. Hoffman Investment Management
Massachusetts
$315K +$295K +6,360 New
MLA
3634
MB, Levis & Associates
Pennsylvania
$314K – – –
ACM
3635
Ayrshire Capital Management
Connecticut
$313K +$38.9K +840 +15%
PSFG
3636
Prairie Sky Financial Group
Illinois
$313K -$4.63K -100 -2%
HDIM
3637
Hanson & Doremus Investment Management
Vermont
$313K – – –
YWM
3638
Yoder Wealth Management
California
$313K +$11.1K +240 +4%
LODC
3639
Lanham O'Dell & Company
West Virginia
$312K +$67.7K +1,460 +30%
MS
3640
Mizuho Securities
Japan
$312K -$1.98M -42,700 -87%
IF
3641
Ironwood Financial
Arizona
$311K – – –
MSWMA
3642
Market Street Wealth Management Advisors
Indiana
$311K +$65.8K +1,420 +29%
MF
3643
Montis Financial
Massachusetts
$309K – – –
FLI
3644
Family Legacy Inc
South Carolina
$309K +$32.4K +700 +13%
OGF
3645
Orin Green Financial
California
$309K – – –
CPW
3646
Crestmont Private Wealth
Texas
$308K +$1.85K +40 +0.6%
FI
3647
FWG Investments
Kentucky
$307K +$287K +6,200 New
LI
3648
Louisbourg Investments
New Brunswick, Canada
$307K +$287K +6,200 New
BZWA
3649
Blue Zone Wealth Advisors
California
$307K – – –
ACA
3650
Affinity Capital Advisors
California
$306K -$14.4K -310 -5%
144 145
146
147 148