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Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
5026
Rainey & Randall Wealth Advisors
Florida
$305K – – –
SFP
5027
Sterling Financial Planning
New Jersey
$305K +$9.82K +78 +4%
BOC
5028
Blue Oak Capital
California
$305K +$243K +1,930 New
SEM
5029
Strategic Equity Management
Arizona
$305K +$5.03K +40 +2%
PA
5030
Probity Advisors
Texas
$304K -$45.4K -361 -16%
CBT
5031
CoreFirst Bank & Trust
Kansas
$303K – – –
JA
5032
JLB & Associates
Michigan
$303K – – –
SWA
5033
ShankerValleau Wealth Advisors
Illinois
$302K – – –
MI
5034
Moneywise Inc
Virginia
$301K – – –
OLA
5035
Oliver Luxxe Assets
New Jersey
$300K +$252 +2 +0.1%
VF
5036
Vawter Financial
Ohio
$299K +$3.9K +31 +2%
DB
5037
Dravo Bay
Delaware
$298K +$237K +1,886 New
LWMT
5038
Legacy Wealth Management (Tennessee)
Tennessee
$296K -$247K -1,959 -51%
SP
5039
SIH Partners
Delaware
$295K -$6.03M -47,926 -96%
IWC
5040
Infinity Wealth Counsel
Ohio
$294K -$16.4K -130 -7%
NWM
5041
Navigoe Wealth Management
California
$293K -$88.3K -702 -27%
SIAS
5042
Summit Investment Advisory Services
Minnesota
$292K -$163K -1,294 -41%
APW
5043
Axim Planning & Wealth
Ohio
$292K -$3.77K -30 -2%
BCA
5044
Ballentine Capital Advisors
South Carolina
$291K -$43.2K -343 -16%
DIP
5045
Davis Investment Partners
North Carolina
$291K +$239K +1,900 New
SF
5046
SWP Financial
California
$290K +$231K +1,835 New
ATIA
5047
American Trust Investment Advisors
New Hampshire
$290K -$95K -755 -29%
IWB
5048
Innovative Wealth Building
Maryland
$289K -$47.4K -377 -17%
IIL
5049
Insight Inv LLC
California
$288K -$1.3M -10,310 -85%
HI
5050
HBK Investments
Texas
$288K -$305K -2,424 -57%
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