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Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
5126
Hudson Oak Wealth Advisory
New Jersey
$706K -$7.89K -43 -1%
VFIC
5127
Valley Forge Investment Consultants
Pennsylvania
$705K +$62.4K +340 +9%
SFS
5128
Searcy Financial Services
Kansas
$702K +$14.7K +80 +2%
DF
5129
Define Financial
California
$702K +$17.4K +95 +2%
CPP
5130
Capasso Planning Partners
South Carolina
$701K +$4.22K +23 +0.6%
DCM
5131
Davis Capital Management
Florida
$701K -$99.6K -543 -12%
CP
5132
Capital Planning
Washington
$700K -$173K -945 -19%
TFG
5133
Taylor Financial Group
Virginia
$700K – – –
HWMG
5134
Hurlow Wealth Management Group
Indiana
$699K +$18.9K +103 +3%
MFG
5135
Marmo Financial Group
Tennessee
$698K +$33.9K +185 +5%
AAM
5136
Ameraudi Asset Management
New York
$694K -$39.8K -217 -5%
PRS
5137
Pinkerton Retirement Specialists
Idaho
$691K -$10.6K -58 -2%
KSWWM
5138
Keyes Stange & Wooten Wealth Management
Florida
$691K +$175K +955 +32%
LD
5139
Lipe & Dalton
New York
$689K – – –
IAA
5140
Ironsides Asset Advisors
North Carolina
$688K -$18.2K -99 -2%
SCM
5141
Sterneck Capital Management
Missouri
$688K -$1.47K -8 -0.2%
AC
5142
Attessa Capital
Arizona
$686K +$110K +600 +18%
M
5143
MYeCFO
California
$685K -$2.57K -14 -0.4%
SM
5144
Sensible Money
Arizona
$685K -$45.3K -247 -6%
SA
5145
Sincerus Advisory
New York
$685K +$46.2K +252 +7%
HIW
5146
Holos Integrated Wealth
Pennsylvania
$684K -$35K -191 -5%
LOIP
5147
Live Oak Investment Partners
Texas
$683K -$1.39M -7,567 -66%
RCWM
5148
Red Crane Wealth Management
California
$683K +$12.8K +70 +2%
NMC
5149
Nine Masts Capital
Hong Kong
$679K -$959K -5,227 -57%
APFP
5150
Action Point Financial Planning
Michigan
$676K +$711K +3,878 New
204 205
206
207 208