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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2076
Brucke Financial
Indiana
$496K +$4.08K +98 +0.9%
PFM
2077
Peak Financial Management
Massachusetts
$494K – – –
CC
2078
Callan Capital
California
$494K +$134K +3,222 +42%
WIA
2079
Wetzel Investment Advisors
Indiana
$494K -$141K -3,375 -24%
CG
2080
CFO4Life Group
Texas
$494K +$54.7K +1,313 +14%
SCA
2081
SMH Capital Advisors
Texas
$494K -$22K -529 -5%
OFS
2082
Oldfather Financial Services
Nebraska
$493K +$42 +1 +0%
TWM
2083
TriaGen Wealth Management
California
$493K +$6.99K +168 +2%
APW
2084
Austin Private Wealth
Texas
$491K +$36.5K +877 +9%
PH
2085
Pinnacle Holdings
Oklahoma
$490K -$32.2K -773 -7%
CCA
2086
Childress Capital Advisors
Texas
$490K +$140K +3,357 +45%
PIMG
2087
Patriot Investment Management Group
Tennessee
$490K -$7.99K -192 -2%
VPP
2088
Vertex Planning Partners
Illinois
$488K +$1.46K +35 +0.3%
S
2089
Sunpointe
Missouri
$486K -$29.6K -712 -6%
SCM
2090
Silvant Capital Management
Georgia
$485K – – –
WHC
2091
Wulff, Hansen & Co
California
$484K – – –
LCOV
2092
London Company of Virginia
Virginia
$481K -$306K -7,354 -41%
RS
2093
R Squared
Hong Kong
$480K -$549K -13,190 -55%
NFA
2094
Northern Financial Advisors
Michigan
$479K -$47.5K -1,142 -10%
SHF
2095
Safe Harbor Fiduciary
Florida
$479K -$2.83K -68 -0.6%
MA
2096
MKT Advisors
California
$478K -$7.04K -169 -1%
NEWAS
2097
N.E.W. Advisory Services
Wisconsin
$477K +$9.41K +226 +2%
AIM
2098
Advyzon Investment Management
Illinois
$477K -$40K -960 -8%
BWA
2099
Bestgate Wealth Advisors
Maryland
$476K +$21.6K +520 +5%
CSPIA
2100
Cary Street Partners Investment Advisory
Virginia
$476K +$142K +3,403 +48%
82 83
84
85 86