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Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
4201
Hoertkorn Richard Charles
$424K +$8.27K +70 +2%
RFS
4202
Retirement Financial Solutions
Tennessee
$424K +$12.9K +109 +3%
GSAM
4203
Grant Street Asset Management
Pennsylvania
$423K +$67.6K +572 +20%
LRPA
4204
L. Roy Papp & Associates
Arizona
$422K +$10K +85 +3%
FFM
4205
Flagstone Financial Management
Nebraska
$419K +$118K +1,002 +41%
SFWA
4206
Summit Financial Wealth Advisors
Louisiana
$417K +$74.4K +630 +22%
FWM
4207
Fingerlakes Wealth Management
New York
$417K +$31.8K +269 +8%
CSWG
4208
Cardinal Strategic Wealth Guidance
Kentucky
$416K +$10.2K +86 +3%
PWA
4209
Peterson Wealth Advisors
Utah
$416K +$48.2K +408 +14%
FPWM
4210
FSB Premier Wealth Management
Iowa
$415K +$138K +1,171 +52%
CFG
4211
Clayton Financial Group
Missouri
$414K +$371K +3,144 +1,195%
WFG
4212
Wills Financial Group
Virginia
$411K +$17.7K +150 +5%
SC
4213
Schubert & Co
Texas
$410K +$399K +3,380 New
MMM
4214
Mendel Money Management
Illinois
$409K – – –
CCM
4215
Cohen Capital Management
California
$409K +$194K +1,640 +95%
NLP
4216
Next Level Private
New York
$409K +$54.3K +460 +16%
SGWM
4217
Sterling Group Wealth Management
California
$407K +$94.7K +802 +31%
MIM
4218
Macroview Investment Management
Maryland
$405K +$13.6K +115 +4%
CRIG
4219
Charter Research & Investment Group
Connecticut
$404K +$126K +1,065 +47%
MCM
4220
McRae Capital Management
New Jersey
$404K +$393K +3,325 New
SEA
4221
Stegent Equity Advisors
Texas
$403K +$392K +3,319 New
RCM
4222
RMR Capital Management
California
$403K -$43.9K -372 -10%
ATI
4223
Act Two Investors
California
$402K – – –
KSWWM
4224
Keyes Stange & Wooten Wealth Management
Florida
$402K -$136K -1,155 -26%
LG
4225
LaFleur & Godfrey
Michigan
$401K +$23.6K +200 +6%
167 168
169
170 171