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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
5601
CSP Financial Group
Arizona
$384K +$395K +1,919 New
SWA
5602
ShankerValleau Wealth Advisors
Illinois
$382K – – –
BCA
5603
Ballentine Capital Advisors
South Carolina
$382K -$9.46K -46 -2%
RAM
5604
Rempart Asset Management
Canada
$380K -$65.8K -320 -14%
GW
5605
Graetz Wealth
Michigan
$380K -$59.6K -290 -13%
WG
5606
Watchman Group
Texas
$380K -$2.67K -13 -0.7%
EP
5607
Essential Planning
New Hampshire
$378K +$14.4K +70 +4%
RLIM
5608
Red Lighthouse Investment Management
New York
$378K +$80K +389 +26%
GGI
5609
GPM Growth Investors
Michigan
$378K – – –
IWC
5610
Infinity Wealth Counsel
Ohio
$377K -$411 -2 -0.1%
PP
5611
Pearl Planning
Michigan
$377K +$45.2K +220 +13%
BPWM
5612
BCS Private Wealth Management
New Jersey
$376K +$53.9K +262 +16%
LWM
5613
Level Wealth Management
North Carolina
$376K – – –
TFP
5614
Triune Financial Partners
Kansas
$374K +$90.1K +438 +31%
EWP
5615
Evergreen Wealth Partners
Montana
$374K +$15K +73 +4%
ICP
5616
Ironvine Capital Partners
Nebraska
$374K -$20.8K -101 -5%
KFS
5617
Krane Financial Solutions
California
$374K +$31.7K +154 +9%
FWP
5618
Family Wealth Partners
North Carolina
$372K -$639K -3,110 -63%
ACA
5619
Adirondack Capital Advisors
New York
$372K -$47.9K -233 -11%
SC
5620
Searle & Co
Connecticut
$370K +$103K +500 +37%
VWA
5621
VSM Wealth Advisory
Maryland
$370K -$6.37K -31 -2%
SWIA
5622
Solano Wealth Investment Advisors
California
$369K – – –
SWA
5623
Sightline Wealth Advisors
Connecticut
$369K +$14.2K +69 +4%
LAM
5624
Lotus Asset Management
Tennessee
$367K +$377K +1,836 New
HFA
5625
Hershey Financial Advisers
Pennsylvania
$367K +$3.29K +16 +0.9%
223 224
225
226 227