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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2851
Bickling Financial Services
Massachusetts
$3.3M +$281K +2,191 +9%
CFFP
2852
Center for Financial Planning
Michigan
$3.3M +$130K +1,015 +4%
MIC
2853
MU Investments Company
Japan
$3.29M -$1.25M -9,720 -26%
BSSFA
2854
Baron Silver Stevens Financial Advisors
Florida
$3.28M -$72.9K -568 -2%
TCM
2855
Tandem Capital Management
New Jersey
$3.28M +$43.6K +340 +1%
LWM
2856
Lionsbridge Wealth Management
Florida
$3.28M +$33.6K +262 +1%
FA
2857
Fiducient Advisors
Illinois
$3.27M -$26.7K -208 -0.8%
VFP
2858
Verus Financial Partners
Virginia
$3.27M -$36.3K -283 -1%
RC
2859
Reik & Co
New York
$3.27M +$109K +850 +3%
MWP
2860
Meridian Wealth Partners
Pennsylvania
$3.27M +$441K +3,434 +15%
BF
2861
Blankinship & Foster
California
$3.25M -$5.13K -40 -0.1%
KOC
2862
Koss-Olinger Consulting
Florida
$3.25M +$3.41M +26,600 New
EHWM
2863
Eads & Heald Wealth Management
Georgia
$3.24M -$360K -2,804 -10%
LWM
2864
Loveless Wealth Management
Montana
$3.23M +$107K +830 +3%
DOA
2865
D'Orazio & Associates
Virginia
$3.23M -$247K -1,921 -7%
WMG
2866
WESCAP Management Group
California
$3.22M -$94.7K -738 -3%
GSC
2867
G&S Capital
Colorado
$3.21M +$146K +1,140 +5%
FF
2868
Fluent Financial
Texas
$3.21M – – –
AWM
2869
Affinity Wealth Management
Delaware
$3.2M +$52.9K +412 +2%
DL
2870
DOHJ LLC
Washington
$3.2M -$60.3K -470 -2%
RF
2871
Robbins Farley
New Hampshire
$3.2M +$351K +2,734 +12%
RG
2872
Retirement Group
California
$3.19M -$2.1M -16,380 -39%
EWP
2873
Engrave Wealth Partners
Texas
$3.19M +$187K +1,459 +6%
DF
2874
Donoghue Forlines
Massachusetts
$3.18M -$195K -1,523 -6%
FA
2875
Financial Advisors
Massachusetts
$3.18M +$352K +2,744 +12%
113 114
115
116 117