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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
3751
Second Half Financial Partners
Florida
$520K +$42K +580 +11%
VFPI
3752
Vantage Financial Partners (Illinois)
Illinois
$520K -$76.1K -1,050 -15%
SFG
3753
Sather Financial Group
Texas
$520K -$15.2K -210 -4%
EDRIA
3754
Edmonds Duncan Registered Investment Advisors
Kansas
$520K – – –
DIM
3755
DLK Investment Management
California
$519K +$416K +5,740 New
AWMNH
3756
Arcadia Wealth Management (New Hampshire)
New Hampshire
$518K +$82.6K +1,140 +25%
EWA
3757
Evolution Wealth Advisors
Florida
$518K -$24.6K -340 -6%
NCM
3758
Noesis Capital Mangement
Florida
$517K -$609K -8,400 -59%
CJFS
3759
Coulter & Justus Financial Services
Tennessee
$517K +$415K +5,720 New
PHS
3760
Pekin Hardy Strauss
Illinois
$515K -$448K -6,180 -52%
CSWM
3761
Cassady Schiller Wealth Management
Ohio
$515K +$22.5K +310 +6%
LI
3762
Lafayette Investments
Maryland
$515K -$29K -400 -7%
CPP
3763
Capasso Planning Partners
South Carolina
$514K +$6.52K +90 +2%
MWS
3764
Maxwell Wealth Strategies
California
$514K +$337K +4,650 New
MADR
3765
Milestones Administradora de Recursos
Brazil
$512K +$411K +5,670 New
SAM
3766
Satovsky Asset Management
New York
$512K -$136K -1,880 -25%
LRIA
3767
Leonard Rickey Investment Advisors
Washington
$512K -$28.3K -390 -6%
LI
3768
LVZ Inc
Michigan
$511K -$6.52K -90 -2%
WHC
3769
Wulff, Hansen & Co
California
$511K – – –
RCM
3770
Rain Capital Management
Oregon
$511K +$42K +580 +11%
LA
3771
Lynch & Associates
Indiana
$511K +$47.1K +650 +13%
TWA
3772
Tandem Wealth Advisors
Arizona
$511K -$63.8K -880 -13%
GLLW
3773
Graves Light Lenhart Wealth
Virginia
$511K +$23.2K +320 +6%
TFP
3774
Tilia Fiduciary Partners
North Carolina
$510K -$10.1K -140 -2%
SCA
3775
Southern Capital Advisors
Tennessee
$510K -$2.3M -31,730 -85%
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