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Name Holding Trade Value Shares
Change 		Change in
Stake
IVP
3926
Intrinsic Value Partners
Arizona
$398K – – –
DWM
3927
Dopkins Wealth Management
New York
$398K +$319K +4,400 New
CP
3928
Coho Partners
Pennsylvania
$397K -$406K -5,600 -56%
DI
3929
DDFG Inc
California
$396K – – –
NA
3930
Nottingham Advisors
New York
$393K – – –
CMA
3931
Cedar Mountain Advisors
Oregon
$392K – – –
PPA
3932
Painted Porch Advisors
California
$391K +$314K +4,330 New
FAM
3933
Family Asset Management
South Carolina
$390K -$7.25K -100 -2%
KFP
3934
Keener Financial Planning
Texas
$390K – – –
AAMA
3935
Advanced Asset Management Advisors
Ohio
$390K -$5.8K -80 -2%
ASFA
3936
All Season Financial Advisors
Colorado
$389K -$22.5K -310 -7%
AG
3937
Algert Global
California
$389K -$371K -5,120 -54%
AIM
3938
Avity Investment Management
Connecticut
$389K +$312K +4,300 New
SCM
3939
Semanteon Capital Management
Massachusetts
$388K +$311K +4,290 New
RA
3940
Ruggaard & Associates
Ohio
$383K -$40.6K -560 -12%
FWM
3941
Foguth Wealth Management
Michigan
$382K +$307K +4,230 New
PCMC
3942
Paragon Capital Management (Colorado)
Colorado
$381K -$160K -2,210 -34%
TFCP
3943
Twin Focus Capital Partners
Massachusetts
$381K -$19.6K -270 -6%
CBC
3944
Coombe, Bender & Co
New York
$381K -$75.4K -1,040 -20%
CCA
3945
Conservest Capital Advisors
Pennsylvania
$379K – – –
TT
3946
TI-Trust
Illinois
$379K +$304K +4,190 New
JWS
3947
Juncture Wealth Strategies
Arizona
$378K +$303K +4,180 New
SWM
3948
Silverlake Wealth Management
Vermont
$376K -$44.9K -620 -13%
W
3949
WorthPointe
California
$375K +$301K +4,150 New
IWP
3950
Innova Wealth Partners
Pennsylvania
$374K +$300K +4,140 New
156 157
158
159 160