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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3501
DDFG Inc
California
$282K +$220K +634 New
AAMC
3502
Asset Allocation & Management Company
Illinois
$282K – – –
CFCI
3503
Comprehensive Financial Consultants Institutional
Indiana
$281K -$29.5K -85 -12%
PFA
3504
Pathway Financial Advisers
Indiana
$281K -$82.5K -238 -27%
OW
3505
Olistico Wealth
Oklahoma
$281K – – –
HI
3506
Hendershot Investments
Virginia
$280K – – –
MF
3507
Midwestern Financial
Iowa
$280K – – –
BWA
3508
Boulder Wealth Advisors
Colorado
$280K +$219K +630 New
GA
3509
Greenspring Advisors
Maryland
$280K +$219K +630 New
BCM
3510
Brasada Capital Management
Texas
$279K – – –
GJIA
3511
Glass Jacobson Investment Advisors
Maryland
$279K – – –
GIC
3512
GFI Investment Counsel
Ontario, Canada
$279K +$218K +628 New
BIM
3513
Bullseye Investment Management
Ohio
$279K – – –
CWM
3514
Cranbrook Wealth Management
Michigan
$279K +$69.4K +200 +47%
LFP
3515
Lakeshore Financial Planning
Michigan
$278K +$217K +626 New
OPTFSNA
3516
Old Point Trust & Financial Services N A
Virginia
$278K – – –
CWL
3517
Causey Wealth LLC
Colorado
$278K +$217K +625 New
GFA
3518
Grunden Financial Advisory
Texas
$278K +$217K +625 New
PP
3519
Pacifica Partners
Canada
$278K – – –
PA
3520
Prossimo Advisors
California
$278K -$972K -2,803 -82%
IWM
3521
IMG Wealth Management
Florida
$277K +$144K +416 +201%
LFA
3522
Laraway Financial Advisors
Minnesota
$276K +$215K +621 New
CFG
3523
CKW Financial Group
Hawaii
$276K – – –
BC
3524
Barrett & Company
Rhode Island
$276K +$1.04K +3 +0.5%
ACA
3525
Ackerman Capital Advisors
Texas
$276K +$215K +620 New
139 140
141
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