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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
4076
Summit Financial Consulting
Michigan
$212K – – –
SICM
4077
Sustainable Insight Capital Management
New York
$211K – – –
BWA
4078
Brave Warrior Advisors
New York
$211K – – –
WFP
4079
Wrenne Financial Planning
Kentucky
$211K – – –
AWC
4080
Adamsbrown Wealth Consultants
Kansas
$210K +$5.54K +16 +3%
RIM
4081
RW Investment Management
Idaho
$210K -$5.54K -16 -3%
AA
4082
ACT Advisors
North Carolina
$210K +$5.54K +16 +3%
SWM
4083
SK Wealth Management
Rhode Island
$210K +$346 +1 +0.2%
CFP
4084
Comprehensive Financial Planning
Pennsylvania
$209K – – –
SFO
4085
Standard Family Office
South Dakota
$209K – – –
OAJ
4086
Ogorek Anthony Joseph
New York
$208K -$8.65K -25 -4%
PCM
4087
Payne Capital Management
New York
$208K -$7.61K -22 -3%
KBFS
4088
Kohmann Bosshard Financial Services
Ohio
$208K +$7.27K +21 +4%
NA
4089
Note Advisors
New York
$208K +$210K +608 New
FAM
4090
Flaharty Asset Management
Florida
$207K -$14.2K -41 -6%
SFS
4091
Security Financial Services
Indiana
$207K +$1.04K +3 +0.5%
DWS
4092
Dynamic Wealth Strategies
California
$207K +$4.84K +14 +2%
JF
4093
Joule Financial
Kentucky
$207K -$58.1K -168 -22%
AWMNY
4094
Arcadia Wealth Management (New York)
New York
$207K +$7.96K +23 +4%
DWM
4095
Daner Wealth Management
Georgia
$207K – – –
KA
4096
Kooman & Associates
Pennsylvania
$206K -$8.31K -24 -4%
SI
4097
Stonekeep Investments
New Mexico
$205K -$1.04K -3 -0.5%
WAM
4098
Wilsey Asset Management
California
$205K -$5.19K -15 -2%
BWM
4099
Bosman Wealth Management
California
$205K – – –
FCMT
4100
Founders Capital Management (Texas)
Texas
$205K – – –
162 163
164
165 166