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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
3776
Triune Financial Partners
Kansas
$244K – – –
PCM
3777
Pointe Capital Management
Michigan
$244K – – –
SPW
3778
Stillwater Private Wealth
Pennsylvania
$244K +$271K +658 New
WFL
3779
Wealth Forward LLC
North Dakota
$244K +$2.06K +5 +0.8%
BWA
3780
Boulder Wealth Advisors
Colorado
$244K +$21K +51 +8%
SIA
3781
Serenity Investment Advisors
Illinois
$244K +$236K +572 New
MHIC
3782
Marble Harbor Investment Counsel
Massachusetts
$243K – – –
QFPS
3783
Quantum Financial Planning Services
Washington
$243K +$22.2K +54 +9%
PCP
3784
Perbak Capital Partners
United Kingdom
$243K +$270K +655 New
AC
3785
Annandale Capital
Texas
$242K +$2.06K +5 +0.8%
NRWA
3786
North Ridge Wealth Advisors
Oregon
$242K – – –
MWM
3787
Mascoma Wealth Management
New Hampshire
$242K +$412 +1 +0.2%
FB
3788
First Bancorp
Maine
$241K -$30.9K -75 -10%
DFS
3789
Demming Financial Services
Ohio
$241K +$1.65K +4 +0.6%
SWM
3790
Shakespeare Wealth Management
Wisconsin
$241K +$31.3K +76 +13%
DIP
3791
Davis Investment Partners
North Carolina
$241K -$115K -279 -30%
RA
3792
Rodgers & Associates
Pennsylvania
$241K -$9.89K -24 -4%
CKAIS
3793
Christensen King & Associates Investment Services
Washington
$240K +$412 +1 +0.2%
SFC
3794
Summit Financial Consulting
Michigan
$240K +$36.3K +88 +16%
DI
3795
DDFG Inc
California
$240K +$2.06K +5 +0.8%
REMPR
3796
Roof Eidam Maycock Peralta (REMP)
California
$240K -$82.4K -200 -24%
NCM
3797
Nelson Capital Management
California
$240K -$66.3K -161 -20%
SFG
3798
Seamount Financial Group
Colorado
$240K – – –
OPCM
3799
Osborne Partners Capital Management
California
$239K -$19.8K -48 -7%
TCM
3800
Teza Capital Management
Illinois
$239K -$103K -250 -28%
150 151
152
153 154