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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3576
SRH Advisors
Kansas
$676K +$25.7K +200 +4%
MAM
3577
Marotta Asset Management
Virginia
$669K +$509K +3,968 +47%
SFPM
3578
Sensible Financial Planning & Management
Massachusetts
$668K -$2.43M -18,924 -78%
BWL
3579
Beacon Wealthcare LLC
North Carolina
$661K +$695K +5,415 New
T
3580
TrueFG
Texas
$660K -$50.2K -391 -7%
MAG
3581
Mokosak Advisory Group
Iowa
$659K +$47.6K +371 +7%
APC
3582
Asset Planning Corporation
Tennessee
$654K +$4.75K +37 +0.7%
JC
3583
Jentner Corp
Ohio
$653K -$34.8K -271 -5%
CM
3584
Capital Management
Virginia
$652K -$257 -2 -0%
BWM
3585
Blossom Wealth Management
California
$650K +$248K +1,932 +57%
PIN
3586
Prudent Investors Network
California
$648K +$121K +940 +22%
TAIM
3587
TD Ameritrade Investment Management
Nebraska
$639K – – –
NPPM
3588
North Point Portfolio Managers
Ohio
$634K +$86.4K +673 +15%
CSIA
3589
Charles Schwab Investment Advisory
California
$633K +$74.2K +578 +13%
AR
3590
Advisory Research
Illinois
$632K -$135K -1,055 -17%
MWM
3591
Maltin Wealth Management
New Jersey
$629K +$6.93K +54 +1%
WG
3592
Watchman Group
Texas
$626K -$49.9K -389 -7%
AWA
3593
ARQ Wealth Advisors
Arizona
$626K -$14.8K -115 -2%
NCG
3594
Newport Capital Group
New Jersey
$624K – – –
WAM
3595
Wolverine Asset Management
Illinois
$621K +$653K +5,086 New
NP
3596
Ninepoint Partners
Ontario, Canada
$615K +$47.4K +369 +8%
HWA
3597
Heartwood Wealth Advisors
Virginia
$614K -$40.9K -319 -6%
DACG
3598
Donor Advised Charitable Giving
California
$613K – – –
HFAS
3599
Hummer Financial Advisory Services
Illinois
$613K +$2.05K +16 +0.3%
MMM
3600
Mendel Money Management
Illinois
$612K +$178K +1,385 +38%
142 143
144
145 146