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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4026
Conestoga Capital Advisors
Pennsylvania
$316K +$254K +3,500 New
SFO
4027
Standard Family Office
South Dakota
$316K +$254K +3,500 New
TCCM
4028
Timber Creek Capital Management
Massachusetts
$316K +$254K +3,500 New
ORG
4029
Optimist Retirement Group
Washington
$315K +$253K +3,490 New
TWM
4030
TSA Wealth Management
Texas
$315K +$253K +3,490 New
TWP
4031
TFO Wealth Partners
Ohio
$314K -$27.5K -380 -10%
HI
4032
Hendershot Investments
Virginia
$313K +$251K +3,460 New
TCM
4033
Tuttle Capital Management
Connecticut
$312K +$250K +3,450 New
EW
4034
Element Wealth
Mississippi
$311K +$249K +3,440 New
SHFA
4035
SC&H Financial Advisors
Maryland
$311K -$149K -2,060 -37%
PFA
4036
Peak Financial Advisors
Colorado
$311K +$249K +3,440 New
OAM
4037
Oxford Asset Management
United Kingdom
$309K +$248K +3,420 New
RC
4038
Rovin Capital
Arizona
$309K +$248K +3,420 New
PFG
4039
Pinnacle Financial Group
Illinois
$308K +$247K +3,410 New
GMFG
4040
Greater Midwest Financial Group
Minnesota
$307K +$246K +3,400 New
LWMNY
4041
Landmark Wealth Management (New York)
New York
$307K -$61.6K -850 -20%
GWM
4042
Gibbs Wealth Management
Georgia
$306K +$246K +3,390 New
CIA
4043
Cohen Investment Advisors
New Hampshire
$305K -$104K -1,430 -30%
APC
4044
Asset Planning Corporation
Tennessee
$304K +$244K +3,360 New
CWMU
4045
Caliber Wealth Management (Utah)
Utah
$304K +$244K +3,360 New
FA
4046
Financial Alternatives
California
$304K +$244K +3,360 New
CWM
4047
Collaborative Wealth Management
Florida
$303K +$243K +3,350 New
NWM
4048
Northcape Wealth Management
New York
$303K +$243K +3,350 New
CSWG
4049
Cardinal Strategic Wealth Guidance
Kentucky
$302K -$399K -5,500 -62%
CCM
4050
Causeway Capital Management
California
$302K +$242K +3,340 New
160 161
162
163 164