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Name Holding Trade Value Shares
Change 		Change in
Stake
FIT
5651
Financially in Tune
Massachusetts
$263K +$276K +1,507 New
SL
5652
SWF LLC
Nebraska
$263K +$18.3K +100 +7%
CBT
5653
CoreFirst Bank & Trust
Kansas
$262K -$40.4K -220 -13%
LEFP
5654
Leading Edge Financial Planning
Tennessee
$262K +$276K +1,503 New
LSWM
5655
Lorne Steinberg Wealth Management
Canada
$262K -$56.9K -310 -17%
RLIM
5656
Red Lighthouse Investment Management
New York
$262K +$275K +1,500 New
TCM
5657
Twele Capital Management
Minnesota
$261K – – –
NWA
5658
Northwest Wealth Advisors
Washington
$260K -$14.3K -78 -5%
LSC
5659
Lesa Sroufe & Co
Washington
$259K – – –
KPPF
5660
Klein Pavlis & Peasley Financial
California
$259K +$272K +1,484 New
KIA
5661
Koenig Investment Advisory
Oregon
$259K -$7.52K -41 -3%
CB
5662
Centennial Bank
Arkansas
$258K -$4.59K -25 -2%
CFG
5663
Compass Financial Group
Ohio
$258K +$25.7K +140 +10%
FWM
5664
Forza Wealth Management
Florida
$258K +$50.8K +277 +23%
DC
5665
Dahring Cusmano
Michigan
$257K -$734 -4 -0.3%
1CM
5666
1492 Capital Management
Wisconsin
$256K +$66.2K +361 +33%
ST
5667
Sentinel Trust
Texas
$255K +$26.1K +142 +11%
RC
5668
Randolph Company
Ohio
$255K – – –
CAM
5669
Cobblestone Asset Management
Virginia
$254K -$71.5K -390 -21%
SA
5670
Seneschal Advisors
Washington
$253K -$183K -1,000 -41%
WFS
5671
Weitzel Financial Services
Iowa
$252K -$1.83K -10 -0.7%
BOC
5672
Bull Oak Capital
California
$252K -$6.42K -35 -2%
WBCM
5673
Wilson & Boucher Capital Management
California
$251K -$8.26K -45 -3%
PHWM
5674
Palatine Hill Wealth Management
Michigan
$251K +$51.2K +279 +24%
GOCP
5675
Great Oak Capital Partners
Massachusetts
$250K -$24.2K -132 -9%
225 226
227
228 229