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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3001
Westshore Wealth
California
$297K – – –
CFFP
3002
Center for Financial Planning
Michigan
$296K +$28K +139 +11%
AC
3003
Apella Capital
Connecticut
$295K +$51.6K +256 +22%
JCM
3004
Jag Capital Management
Missouri
$295K -$1.52M -7,562 -84%
CWS
3005
Cypress Wealth Services
California
$295K +$15.9K +79 +6%
WCM
3006
Wallace Capital Management
Texas
$295K -$30.9K -153 -10%
BAM
3007
Brave Asset Management
New Jersey
$295K – – –
YWS
3008
Yarger Wealth Strategies
Ohio
$294K +$605 +3 +0.2%
MIM
3009
Martin Investment Management
Florida
$294K – – –
BFG
3010
Barber Financial Group
Kansas
$294K +$45.2K +224 +19%
EWS
3011
Evergreen Wealth Solutions
Pennsylvania
$293K -$5.45K -27 -2%
GWM
3012
Greenwich Wealth Management
Connecticut
$293K – – –
HFS
3013
Howard Financial Services
Texas
$293K +$4.24K +21 +2%
CA
3014
CGN Advisors
Kansas
$292K -$81.7K -405 -22%
AR
3015
Apeiron RIA
Texas
$292K -$16.3K -81 -5%
WCA
3016
Westover Capital Advisors
Delaware
$291K -$165K -817 -37%
VDI
3017
Vaughan David Investments
Illinois
$291K -$55.5K -275 -16%
FCFC
3018
First Citizens Financial Corp
Iowa
$291K – – –
CCMI
3019
Creative Capital Management Investments
California
$291K +$282K +1,400 New
FWP
3020
Firethorn Wealth Partners
Georgia
$290K +$29.6K +147 +12%
III
3021
Independent Investors Inc
New York
$289K – – –
PBO
3022
Peoples Bank (Ohio)
Ohio
$288K -$9.07K -45 -3%
AMG
3023
Advisors Management Group
Wisconsin
$288K +$3.83K +19 +1%
PWM
3024
Prosperity Wealth Management
California
$288K +$280K +1,386 New
RGF
3025
Retirement Guys Formula
Ohio
$288K +$280K +1,386 New
119 120
121
122 123