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Name Holding Trade Value Shares
Change 		Change in
Stake
XFP
5626
Xena Financial Planning
Oregon
$286K +$286K +1,535 New
SEA
5627
Stegent Equity Advisors
Texas
$286K -$51.6K -277 -15%
CCA
5628
Conestoga Capital Advisors
Pennsylvania
$285K – – –
MWML
5629
M Wealth Management LLC
California
$285K – – –
GOCP
5630
Great Oak Capital Partners
Massachusetts
$285K +$10.2K +55 +4%
NC
5631
North Capital
Utah
$285K -$186 -1 -0.1%
MWA
5632
Merkkuri Wealth Advisors
New York
$284K +$931 +5 +0.3%
AIM
5633
Archer Investment Management
Texas
$283K +$19.4K +104 +7%
NI
5634
NFC Investments
Tennessee
$282K -$93.1K -500 -25%
KIA
5635
Koenig Investment Advisory
Oregon
$282K +$283K +1,523 New
EP
5636
EPIQ Partners
Minnesota
$281K +$281K +1,509 New
CB
5637
Centennial Bank
Arkansas
$281K – – –
GCIA
5638
Gabelli & Co Investment Advisers
New York
$280K +$279K +1,500 New
CWAG
5639
Compton Wealth Advisory Group
Virginia
$280K -$55.8K -300 -17%
TP
5640
Trailhead Planners
Minnesota
$280K +$279K +1,499 New
SIM
5641
Sterling Investment Management
Arizona
$279K – – –
MIM
5642
Miller Investment Management
Pennsylvania
$279K – – –
TCM
5643
Twele Capital Management
Minnesota
$279K – – –
AWM
5644
Absher Wealth Management
North Carolina
$278K -$272K -1,461 -49%
LSC
5645
Lesa Sroufe & Co
Washington
$277K -$81K -435 -23%
WBCM
5646
Wilson & Boucher Capital Management
California
$277K -$64.4K -346 -19%
CFS
5647
CGC Financial Services
Oregon
$277K +$43.4K +233 +19%
BOC
5648
Bull Oak Capital
California
$276K -$19.5K -105 -7%
PPWM
5649
Premier Private Wealth Management
Florida
$276K +$277K +1,486 New
DC
5650
Dahring Cusmano
Michigan
$275K -$86K -462 -24%
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