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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3976
Seneca Financial Advisors
New York
$354K +$284K +3,920 New
BFS
3977
Burkett Financial Services
South Carolina
$353K -$43.5K -600 -13%
SS
3978
Sound Stewardship
Kansas
$352K +$282K +3,890 New
SFG
3979
Socha Financial Group
New York
$352K +$282K +3,890 New
PP
3980
PrairieView Partners
Minnesota
$351K +$73.9K +1,020 +36%
GWP
3981
Gen-Wealth Partners
Michigan
$350K +$280K +3,870 New
G
3982
Gainplan
Michigan
$349K -$31.9K -440 -10%
FWM
3983
Fonville Wealth Management
Virginia
$348K +$279K +3,850 New
CA
3984
Crane Advisory
California
$348K +$294K +4,050 New
CPG
3985
Custom Portfolio Group
Colorado
$348K -$5.07K -70 -2%
AFGAS
3986
Allegiance Financial Group Advisory Services
Virginia
$347K +$278K +3,840 New
SFS
3987
Searcy Financial Services
Kansas
$345K +$277K +3,820 New
AAS
3988
Asset Allocation Strategies
Michigan
$342K +$275K +3,790 New
CFO
3989
Callan Family Office
Pennsylvania
$342K -$88.4K -1,220 -24%
LSWM
3990
Lorne Steinberg Wealth Management
Canada
$342K -$43.5K -600 -14%
ECM
3991
Elgethun Capital Management
South Dakota
$342K -$512K -7,060 -65%
CCWM
3992
Correct Capital Wealth Management
Missouri
$342K -$34.1K -470 -11%
RI
3993
Rinkey Investments
California
$341K +$273K +3,770 New
SC
3994
Swan Capital
Florida
$339K +$272K +3,750 New
KAM
3995
Knightsbridge Asset Management
California
$339K – – –
DB
3996
Dravo Bay
Delaware
$336K +$270K +3,720 New
DCM
3997
Disciplina Capital Management
Tennessee
$335K – – –
ECG
3998
EPIQ Capital Group
California
$334K +$268K +3,700 New
MF
3999
Meridian Financial
Massachusetts
$334K +$268K +3,700 New
WC
4000
Wexford Capital
Florida
$334K +$268K +3,700 New
158 159
160
161 162