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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
3576
Churchill Financial Advisors
Kentucky
$343K – – –
NI
3577
Natural Investments
California
$343K +$54.5K +137 +20%
WP
3578
Walleye Partners
Wisconsin
$343K +$6.36K +16 +2%
AWM
3579
Alterna Wealth Management
Texas
$343K +$19.9K +50 +7%
TCFP
3580
Treasure Coast Financial Planning
Florida
$342K -$8.35K -21 -3%
RGF
3581
Retirement Guys Formula
Ohio
$342K -$80.3K -202 -20%
WCM
3582
Warburton Capital Management
Oklahoma
$341K +$4.77K +12 +1%
EF
3583
Elite Financial
Idaho
$341K +$11.9K +30 +4%
JGCM
3584
Joseph Group Capital Management
Ohio
$341K +$111K +279 +53%
CCIA
3585
Cherry Creek Investment Advisors
Colorado
$340K +$15.9K +40 +5%
TFP
3586
Triune Financial Partners
Kansas
$340K +$60.1K +151 +23%
NWP
3587
NerdWallet Wealth Partners
New York
$340K +$35.4K +89 +12%
ACIM
3588
Azimuth Capital Investment Management
Michigan
$339K -$1.99K -5 -0.6%
RFG
3589
RFP Financial Group
Georgia
$339K – – –
DWM
3590
Dogwood Wealth Management
Kansas
$339K +$5.57K +14 +2%
SWM
3591
Sculati Wealth Management
Michigan
$339K – – –
AMBIA
3592
Allen Mooney & Barnes Investment Advisors
Georgia
$338K -$196K -492 -38%
BPW
3593
BlueDoor Private Wealth
Massachusetts
$338K +$94.7K +238 +42%
AP
3594
Appleton Partners
Massachusetts
$338K +$6.76K +17 +2%
DI
3595
Decision Investments
California
$338K – – –
FIC
3596
Family Investment Center
Missouri
$336K – – –
PHIMC
3597
Private Harbour Investment Management & Counsel
Ohio
$336K – – –
ACM
3598
Armbruster Capital Management
New York
$336K – – –
BIM
3599
Bullseye Investment Management
Ohio
$336K -$4.38K -11 -1%
LJAC
3600
L.J. Altfest & Co
New York
$336K -$2.39K -6 -0.7%
142 143
144
145 146