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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
5001
CoreFirst Bank & Trust
Kansas
$208K -$5.07K -40 -2%
JA
5002
JLB & Associates
Michigan
$208K – – –
SWIA
5003
Solano Wealth Investment Advisors
California
$207K +$8.37K +66 +4%
SWA
5004
ShankerValleau Wealth Advisors
Illinois
$207K – – –
FIA
5005
FPC Investment Advisory
California
$207K -$73.5K -580 -24%
MI
5006
Moneywise Inc
Virginia
$206K – – –
CFG
5007
Certior Financial Group
Pennsylvania
$206K +$8.62K +68 +4%
OLA
5008
Oliver Luxxe Assets
New Jersey
$206K -$56.8K -448 -19%
BWA
5009
Babb Wealth Advisors
Arizona
$205K -$19.8K -156 -8%
CAM
5010
Cobblestone Asset Management
Virginia
$205K +$240K +1,890 New
SEM
5011
Strategic Equity Management
Arizona
$205K -$44.4K -350 -16%
AFA
5012
Alpha Financial Advisors
North Carolina
$204K -$25.9K -204 -10%
WMWM
5013
Wilkins Miller Wealth Management
Alabama
$204K – – –
APW
5014
Axim Planning & Wealth
Ohio
$204K +$238K +1,878 New
OC
5015
OxenFree Capital
Florida
$204K -$31.1K -245 -10%
PWM
5016
Provident Wealth Management
Tennessee
$203K -$211K -1,664 -47%
VF
5017
Vawter Financial
Ohio
$202K +$27.4K +216 +13%
SFP
5018
Sterling Financial Planning
New Jersey
$201K +$39.2K +309 +20%
AWM
5019
Accredited Wealth Management
Kentucky
$197K -$17.7K -140 -7%
PMIM
5020
Prudent Man Investment Management
Colorado
$194K – – –
VWA
5021
Valued Wealth Advisors
Utah
$189K -$57.5K -454 -21%
PC
5022
Promus Capital
Illinois
$188K -$76.7K -605 -26%
SRCM
5023
Signature Resources Capital Management
California
$187K +$1.14K +9 +0.5%
KWM
5024
Kiker Wealth Management
Georgia
$185K +$217K +1,710 New
WCM
5025
WealthTrak Capital Management
Virginia
$184K +$48.7K +384 +29%
199 200
201
202 203