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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
3351
Cypress Point Wealth Management
Texas
$1.37M +$1.24M +10,335 New
RFP
3352
Roth Financial Partners
Texas
$1.37M +$1.24M +10,340 New
RPG
3353
Resource Planning Group
Georgia
$1.37M -$4.69K -39 -0.4%
KL
3354
KWMG LLC
Kansas
$1.37M +$22.5K +187 +2%
CFIA
3355
Cantor Fitzgerald Investment Advisors
New York
$1.37M +$988K +8,217 +396%
ADIM
3356
Alpha DNA Investment Management
Maryland
$1.36M +$1.23M +10,240 New
ACM
3357
Armbruster Capital Management
New York
$1.35M -$136K -1,134 -10%
HI
3358
Handelsinvest Investeringsforvaltning
Denmark
$1.34M +$221K +1,836 +22%
EPP
3359
ETF Portfolio Partners
Kansas
$1.34M – – –
JMF
3360
Johnson Midwest Financial
Iowa
$1.33M +$1.21M +10,052 New
TWA
3361
Tillar-Wenstrup Advisors
Ohio
$1.33M +$401K +3,335 +50%
AFS
3362
Axiom Financial Strategies
Indiana
$1.32M – – –
PEA
3363
Pacific Edge Advisors
California
$1.31M -$81.3K -676 -6%
GCP
3364
GSA Capital Partners
United Kingdom
$1.31M +$1.19M +9,885 New
RPSA
3365
Richard P. Slaughter Associates
Texas
$1.31M -$121K -1,005 -9%
EC
3366
Estate Counselors
Wisconsin
$1.3M -$187K -1,556 -14%
CCM
3367
Cohen Capital Management
California
$1.3M – – –
WRM
3368
Weybosset Research & Management
Rhode Island
$1.3M -$177K -1,471 -13%
CWM
3369
Curi Wealth Management
North Carolina
$1.3M +$1.18M +9,787 New
RWG
3370
Regal Wealth Group
California
$1.29M +$1.32K +11 +0.1%
WCM
3371
Wealthcare Capital Management
Virginia
$1.29M +$21.2K +176 +2%
SPWG
3372
Sage Private Wealth Group
Illinois
$1.29M +$1.17M +9,722 New
FPTW
3373
Franklin, Parlapiano, Turner & Welch
Texas
$1.29M -$115K -952 -9%
AFS
3374
Access Financial Services
Minnesota
$1.28M +$193K +1,601 +20%
PIA
3375
Powell Investment Advisors
Florida
$1.28M -$8.06K -67 -0.7%
133 134
135
136 137