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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2751
Sitrin Capital Management
California
$778K – – –
AFP
2752
Alpha Financial Partners
Kentucky
$777K +$40.2K +101 +6%
OFG
2753
Omega Financial Group
California
$776K -$70K -176 -9%
ODA
2754
One Degree Advisors
California
$776K +$214K +538 +42%
RC
2755
Resolute Capital
South Carolina
$774K +$27K +68 +4%
KBFS
2756
Kohmann Bosshard Financial Services
Ohio
$774K -$5.17K -13 -0.7%
WPA
2757
Wealth Preservation Advisors
Tennessee
$773K +$358K +900 +96%
AFO
2758
Arrowroot Family Office
California
$772K +$66K +166 +10%
LWM
2759
LongView Wealth Management
Georgia
$772K -$4.38K -11 -0.6%
BWM
2760
BCS Wealth Management
Tennessee
$771K -$7.95K -20 -1%
CFC
2761
Coyle Financial Counsel
Illinois
$770K +$56.9K +143 +8%
OFS
2762
Opus Financial Solutions
Illinois
$769K -$74.8K -188 -9%
SWA
2763
SOA Wealth Advisors
New York
$769K -$210K -529 -7%
FFP
2764
Freedom Financial Partners
Minnesota
$768K -$19.5K -49 -3%
CWA
2765
CM Wealth Advisors
Ohio
$768K +$13.1K +33 +2%
HCM
2766
Hall Capital Management
Rhode Island
$768K -$51.3K -129 -7%
SA
2767
Stewardship Advisors
Pennsylvania
$767K +$42.6K +107 +6%
WCL
2768
Wealth Care LLC
Florida
$766K -$9.94K -25 -1%
FCU
2769
Financial Concepts Unlimited
Maine
$765K -$477K -1,200 -40%
IAP
2770
Indie Asset Partners
Indiana
$765K +$113K +285 +19%
FA
2771
FDx Advisors
Illinois
$765K -$125K -314 -15%
CA
2772
Cannon Advisors
North Carolina
$765K -$28.6K -72 -4%
NWMG
2773
Nicholson Wealth Management Group
South Carolina
$764K +$41.4K +104 +6%
APG
2774
Abacus Planning Group
South Carolina
$764K -$59.3K -149 -8%
CFA
2775
Capstone Financial Advisors
Illinois
$764K -$275K -691 -28%
109 110
111
112 113