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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
4026
Valtinson Bruner Financial Planning
Minnesota
$626K +$68.4K +579 +13%
VI
4027
VanderPol Investments
Michigan
$624K +$4.72K +40 +0.8%
BIM
4028
Breakwater Investment Management
Washington
$623K +$9.45K +80 +2%
TWA
4029
Tandem Wealth Advisors
Arizona
$621K -$40.8K -345 -6%
SC
4030
Shay Capital
New York
$619K -$1.46M -12,400 -71%
4WM
4031
44 Wealth Management
Oregon
$618K +$523K +4,425 New
PA
4032
Promethium Advisors
Maryland
$617K +$600K +5,080 New
RWM
4033
Refined Wealth Management
Utah
$615K -$66.1K -560 -10%
ZIG
4034
Zuckerman Investment Group
Illinois
$614K -$245K -2,074 -29%
BI
4035
BlueSpruce Investments
Illinois
$613K +$179K +1,514 +43%
VV
4036
Verity & Verity
South Carolina
$612K +$117K +990 +24%
PWM
4037
Penobscot Wealth Management
Maine
$612K +$317K +2,680 +114%
SFC
4038
Swisher Financial Concepts
Ohio
$610K +$102K +861 +21%
JGCM
4039
Joseph Group Capital Management
Ohio
$610K +$593K +5,022 New
CWP
4040
Corepath Wealth Partners
Arizona
$609K +$266K +2,250 +104%
BFA
4041
Brendel Financial Advisors
New Hampshire
$609K -$5.67K -48 -0.9%
MB
4042
Mizuho Bank
Japan
$607K – – –
AAA
4043
American Alpha Advisors
New York
$607K +$591K +5,000 New
SHFA
4044
SC&H Financial Advisors
Maryland
$606K +$231K +1,953 +64%
LC
4045
Lincoln Capital
Nebraska
$606K +$22.4K +190 +4%
NWM
4046
Northcape Wealth Management
New York
$606K -$13K -110 -2%
PFG
4047
Pinnacle Financial Group
Illinois
$601K -$7.32K -62 -1%
KTA
4048
Keeley-Teton Advisors
Illinois
$600K – – –
BP
4049
BBR Partners
New York
$598K -$280K -2,367 -32%
RP
4050
Riverwater Partners
Wisconsin
$598K -$111K -938 -16%
160 161
162
163 164