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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
4226
Socha Financial Group
New York
$928K -$6.79K -37 -0.7%
BFP
4227
Beacon Financial Planning
Massachusetts
$926K -$19.8K -108 -2%
GG
4228
Gleason Group
Kentucky
$922K -$25.9K -141 -3%
HPCM
4229
Hunter Perkins Capital Management
Illinois
$920K -$67.9K -370 -6%
HFAS
4230
Hummer Financial Advisory Services
Illinois
$919K +$18.3K +100 +2%
SM
4231
Sciencast Management
New Jersey
$919K +$984K +5,367 New
RTL
4232
Red Tortoise LLC
Georgia
$916K -$6.6K -36 -0.7%
CWR
4233
Chico Wealth RIA
California
$913K +$127K +695 +15%
SWM
4234
Seaside Wealth Management
California
$912K +$84.5K +461 +9%
PIC
4235
Portland Investment Counsel
Ontario, Canada
$909K – – –
PM
4236
Parametrica Management
Hong Kong
$907K +$972K +5,300 New
WFA
4237
Websterrogers Financial Advisors
South Carolina
$904K -$734 -4 -0.1%
VF
4238
Vista Finance
Missouri
$900K -$51.7K -282 -5%
CWM
4239
Capital Wealth Management
Rhode Island
$899K – – –
TFP
4240
TrueWealth Financial Partners
Washington
$892K +$651K +3,552 +214%
CCP
4241
Cassia Capital Partners
North Carolina
$892K +$11K +60 +1%
PMIA
4242
Patrick Mauro Investment Advisor
Illinois
$889K – – –
WWM
4243
Wiser Wealth Management
Georgia
$885K +$40.7K +222 +4%
CP
4244
Camelot Portfolios
Ohio
$881K -$342K -1,866 -27%
RP
4245
Riverwater Partners
Wisconsin
$880K +$97K +529 +11%
BA
4246
Bellwether Advisors
Nebraska
$877K +$117K +640 +14%
JC
4247
Jentner Corp
Ohio
$876K +$367 +2 +0%
IWM
4248
Iams Wealth Management
Nebraska
$874K +$936K +5,103 New
UWM
4249
USAdvisors Wealth Management
Minnesota
$872K +$157K +855 +20%
HA
4250
HFG Advisors
Ohio
$872K +$133K +725 +17%
168 169
170
171 172