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Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
2901
Standard Family Office
South Dakota
$299K +$314K +1,517 New
CCA
2902
Cadent Capital Advisors
Oklahoma
$298K -$172K -834 -36%
CST
2903
Charles Schwab Trust
Nevada
$298K -$110K -531 -26%
APG
2904
Abacus Planning Group
South Carolina
$298K +$30.6K +148 +11%
WFA
2905
Wellspring Financial Advisors
Ohio
$297K -$64.9K -314 -17%
BEI
2906
Benjamin Edwards Inc
Missouri
$297K -$10.3K -50 -3%
IAG
2907
Investmark Advisory Group
Connecticut
$296K -$17.6K -85 -5%
MCM
2908
Magnolia Capital Management
New York
$295K – – –
SC
2909
Seldon Capital
California
$295K – – –
EW
2910
Element Wealth
Mississippi
$294K +$3.72K +18 +1%
SRC
2911
Shufro Rose & Co
New York
$293K – – –
NFP
2912
Narus Financial Partners
Utah
$291K -$5.58K -27 -2%
FM
2913
Foster & Motley
Ohio
$291K -$26.7K -129 -8%
WWP
2914
Waypoint Wealth Partners
California
$291K -$10.5K -51 -3%
KWA
2915
Kellett Wealth Advisors
Ohio
$291K – – –
HPWM
2916
High Pines Wealth Management
Massachusetts
$290K -$2.68M -12,958 -90%
TFA
2917
Tobias Financial Advisors
Florida
$289K – – –
WP
2918
Wealthspan Partners
Iowa
$288K -$67K -324 -18%
CHA
2919
Cooper/Haims Advisors
New York
$288K -$13.6K -66 -4%
FCFC
2920
First Citizens Financial Corp
Iowa
$288K – – –
BWM
2921
Blossom Wealth Management
California
$288K +$14.5K +70 +5%
RCM
2922
Raleigh Capital Management
North Carolina
$288K +$84.9K +411 +39%
NERM
2923
New England Research & Management
Illinois
$288K +$303K +1,465 New
FMI
2924
F/M Investments
District of Columbia
$287K -$2.07K -10 -0.8%
CIM
2925
Confluence Investment Management
Missouri
$285K -$11.2K -54 -4%
115 116
117
118 119