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Name Holding Trade Value Shares
Change 		Change in
Stake
FAP
5501
Financial Advisory Partners
Florida
$462K -$6.58K -32 -1%
BBFA
5502
Brindle & Bay Financial Advisors
Texas
$461K +$474K +2,304 New
PVI
5503
Pura Vida Investments
New York
$460K -$41.1K -200 -8%
BBNB
5504
Baker Boyer National Bank
Washington
$459K +$48.7K +237 +12%
CWWM
5505
Curry Webb Wealth Management
Indiana
$457K +$47.5K +231 +11%
RIM
5506
RW Investment Management
Idaho
$457K -$617 -3 -0.1%
BCA
5507
Bitterroot Capital Advisors
Montana
$456K -$117K -570 -20%
PFGWM
5508
Price Financial Group Wealth Management
Oregon
$454K +$411 +2 +0.1%
CW
5509
Curio Wealth
Maryland
$454K +$4.93K +24 +1%
TFG
5510
Tilson Financial Group
New Jersey
$451K +$62.7K +305 +16%
GCIA
5511
Gabelli & Co Investment Advisers
New York
$450K – – –
SSW
5512
Stone Summit Wealth
Florida
$446K +$42.8K +208 +10%
BI
5513
BlueSpruce Investments
Illinois
$446K +$458K +2,228 New
CCP
5514
Cushing Capital Partners
Wisconsin
$445K +$10.9K +53 +2%
MW
5515
Merited Wealth
Florida
$444K +$7.61K +37 +2%
NPI
5516
New Perspectives Inc
Mississippi
$443K – – –
FWWM
5517
Fiscal Wisdom Wealth Management
Connecticut
$442K -$47.1K -229 -9%
HWA
5518
Heritage Wealth Architects
Minnesota
$442K – – –
RIAS
5519
Rachor Investment Advisory Services
Michigan
$441K -$41.5K -202 -8%
SC
5520
Schiavi & Co
Delaware
$440K +$123K +600 +37%
ACM
5521
Argyle Capital Management
Pennsylvania
$440K -$61.7K -300 -12%
BI
5522
BFI Infinity
Switzerland
$440K – – –
BFA
5523
Buttonwood Financial Advisors
Maryland
$440K – – –
FS
5524
Financially Speaking
Colorado
$439K – – –
CCM
5525
Charter Capital Management
Wisconsin
$437K -$29.2K -142 -6%
219 220
221
222 223