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Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
4576
Valtinson Bruner Financial Planning
Minnesota
$539K -$157K -1,138 -22%
EHAM
4577
Eagle Harbor Asset Management
Washington
$539K -$13.8K -100 -2%
Index Fund Advisors
4578
Index Fund Advisors
California
$538K -$544K -3,944 -50%
KSWWM
4579
Keyes Stange & Wooten Wealth Management
Florida
$538K +$96.5K +700 +21%
AFA
4580
Avant Financial Advisors
Texas
$536K +$550K +3,990 New
TI
4581
tru Independence
Oregon
$534K -$66K -479 -11%
KFG
4582
Kropog Financial Group
Louisiana
$533K +$547K +3,968 New
HCM
4583
Hudson Capital Management
New Jersey
$532K – – –
BI
4584
BFI Infinity
Switzerland
$531K +$545K +3,954 New
FWM
4585
Forefront Wealth Management
Pennsylvania
$529K +$543K +3,941 New
PIN
4586
Prudent Investors Network
California
$529K +$97.4K +707 +22%
OC
4587
Optima Capital
Oregon
$527K +$541K +3,926 New
GSAM
4588
Grant Street Asset Management
Pennsylvania
$526K +$60.2K +437 +13%
AC
4589
AIFG Consultants
New York
$526K +$51.3K +372 +10%
BPC
4590
Bryce Point Capital
New York
$526K +$540K +3,917 New
LFP
4591
Lakeshore Financial Planning
Michigan
$526K -$34.5K -250 -6%
NA
4592
Nottingham Advisors
New York
$524K – – –
LWMNY
4593
Landmark Wealth Management (New York)
New York
$523K -$23.4K -170 -4%
TVM
4594
True Vision MN
Minnesota
$523K -$25.2K -183 -4%
CWP
4595
Corepath Wealth Partners
Arizona
$521K -$62.9K -456 -10%
SFS
4596
Searcy Financial Services
Kansas
$521K – – –
JPT
4597
Jordan Park Trust
New Hampshire
$521K +$535K +3,881 New
CI
4598
Ceera Investments
Texas
$518K – – –
CWM
4599
Collaborative Wealth Management
Florida
$518K -$12.5K -91 -2%
HI
4600
Hendershot Investments
Virginia
$518K -$21.4K -155 -4%