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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2801
Lantz Financial
Illinois
$411K -$40.2K -186 -9%
TWP
2802
Tempus Wealth Planning
California
$410K -$68.6K -317 -15%
AFAS
2803
Acorn Financial Advisory Services
Virginia
$410K -$3.89K -18 -1%
DB
2804
Dravo Bay
Delaware
$410K -$6.27K -29 -2%
UAS
2805
United Asset Strategies
New York
$409K -$132K -612 -25%
KFA
2806
Kelleher Financial Advisors
New York
$409K +$8.44K +39 +2%
KFI
2807
Key Financial Inc
Pennsylvania
$409K +$72.5K +335 +22%
CFD
2808
Creative Financial Designs
Indiana
$408K +$11.5K +53 +3%
BFM
2809
Boothbay Fund Management
New York
$408K +$398K +1,841 New
MCM
2810
Monarch Capital Management
Indiana
$406K – – –
1CP
2811
17 Capital Partners
Arizona
$406K +$54.1K +250 +16%
CL
2812
CIM LLC
New York
$405K -$60.8K -281 -13%
SFG
2813
Sunburst Financial Group
Alabama
$405K +$33.7K +156 +9%
RFN
2814
Redwood Financial Network
Ohio
$405K +$395K +1,826 New
WFA
2815
Wellspring Financial Advisors
Ohio
$404K +$42K +194 +12%
SWM
2816
Scissortail Wealth Management
Oklahoma
$403K +$24.2K +112 +6%
AIM
2817
Axiom Investment Management
New York
$401K -$310K -1,432 -44%
FCIM
2818
Fairview Capital Investment Management
California
$401K -$10.4K -48 -3%
LC
2819
Lincoln Capital
Nebraska
$401K +$74.4K +344 +24%
KCM
2820
Kanawha Capital Management
Virginia
$399K -$5.41K -25 -1%
BBW
2821
Blue Barn Wealth
Utah
$399K +$88.9K +411 +30%
WP
2822
Wealthspan Partners
Iowa
$397K -$43.5K -201 -10%
HFP
2823
Holistic Financial Partners
Indiana
$396K -$28.1K -130 -7%
W
2824
Wealthquest
Ohio
$394K – – –
AFS
2825
Annapolis Financial Services
Maryland
$392K +$3.03K +14 +0.8%
111 112
113
114 115