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Name Holding Trade Value Shares
Change 		Change in
Stake
BS
2076
Brighton Securities
New York
$497K +$41.2K +990 +10%
HAIM
2077
Hunter Associates Investment Management
Pennsylvania
$496K -$2.96K -71 -0.6%
HWA
2078
HCR Wealth Advisors
California
$496K +$25.2K +605 +6%
BF
2079
Brucke Financial
Indiana
$496K +$4.08K +98 +0.9%
PFM
2080
Peak Financial Management
Massachusetts
$494K – – –
CC
2081
Callan Capital
California
$494K +$134K +3,222 +42%
WIA
2082
Wetzel Investment Advisors
Indiana
$494K -$141K -3,375 -24%
CG
2083
CFO4Life Group
Texas
$494K +$54.7K +1,313 +14%
SCA
2084
SMH Capital Advisors
Texas
$494K -$22K -529 -5%
OFS
2085
Oldfather Financial Services
Nebraska
$493K +$42 +1 +0%
TWM
2086
TriaGen Wealth Management
California
$493K +$6.99K +168 +2%
APW
2087
Austin Private Wealth
Texas
$491K +$36.5K +877 +9%
PH
2088
Pinnacle Holdings
Oklahoma
$490K -$32.2K -773 -7%
CCA
2089
Childress Capital Advisors
Texas
$490K +$140K +3,357 +45%
PIMG
2090
Patriot Investment Management Group
Tennessee
$490K -$7.99K -192 -2%
BWM
2091
Bullock Wealth Management
Indiana
$489K -$9.57K -230 -2%
VPP
2092
Vertex Planning Partners
Illinois
$488K +$1.46K +35 +0.3%
S
2093
Sunpointe
Missouri
$486K -$29.6K -712 -6%
SCM
2094
Silvant Capital Management
Georgia
$485K – – –
WHC
2095
Wulff, Hansen & Co
California
$484K – – –
LCOV
2096
London Company of Virginia
Virginia
$481K -$306K -7,354 -41%
RS
2097
R Squared
Hong Kong
$480K -$549K -13,190 -55%
NFA
2098
Northern Financial Advisors
Michigan
$479K -$47.5K -1,142 -10%
SHF
2099
Safe Harbor Fiduciary
Florida
$479K -$2.83K -68 -0.6%
MA
2100
MKT Advisors
California
$478K -$7.04K -169 -1%
82 83
84
85 86