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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
2601
Intrepid Financial Planning Group
Indiana
$320K +$21.4K +94 +8%
CPSAC
2602
Chas P. Smith & Associates (CPS)
Florida
$319K +$2.74K +12 +1%
FB
2603
First Bancorp
Maine
$319K -$16K -70 -5%
OHIS
2604
Oak Harvest Investment Services
Texas
$319K +$278K +1,220 New
SFWC
2605
Strategic Family Wealth Counselors
New Jersey
$319K -$20.8K -91 -7%
BFA
2606
Bright Financial Advisors
Michigan
$319K – – –
AA
2607
AF Advisors
California
$319K – – –
OWP
2608
Obermeyer Wealth Partners
Colorado
$318K +$7.98K +35 +3%
LF
2609
Lantz Financial
Illinois
$318K +$277K +1,216 New
PBF
2610
Petix & Botte Financial
California
$317K – – –
TNB
2611
Thomasville National Bank
Georgia
$316K -$59.3K -260 -18%
SFG
2612
Sather Financial Group
Texas
$316K +$43.8K +192 +19%
LIS
2613
Legacy Investment Solutions
Idaho
$316K +$218K +956 New
LWMI
2614
Legacy Wealth Management (Idaho)
Idaho
$316K +$218K +956 New
FC
2615
FCA Corp
Texas
$316K +$228 +1 +0.1%
CPA
2616
Capital Performance Advisors
California
$315K +$275K +1,205 New
SFP
2617
Sweet Financial Partners
Minnesota
$315K -$684 -3 -0.2%
PFA
2618
Pathway Financial Advisors
Vermont
$315K -$154K -675 -36%
CFO
2619
Callan Family Office
Pennsylvania
$314K +$274K +1,202 New
WFS
2620
Weitzel Financial Services
Iowa
$313K – – –
BFPW
2621
BOK Financial Private Wealth
Colorado
$313K – – –
EA
2622
Echo45 Advisors
California
$313K -$684 -3 -0.3%
CPA
2623
Clear Point Advisors
New York
$313K +$7.07K +31 +3%
SI
2624
Seeds Investor
New York
$312K +$272K +1,194 New
PWA
2625
Provenance Wealth Advisors
Florida
$312K -$6.16K -27 -2%
103 104
105
106 107