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Name Holding Trade Value Shares
Change 		Change in
Stake
FGG
4476
Financial Guidance Group
Florida
$1.42M -$1.95M -10,461 -61%
ASFA
4477
All Season Financial Advisors
Colorado
$1.42M +$37.5K +201 +3%
ACM
4478
Alamar Capital Management
California
$1.41M +$1.25M +6,715 New
VW
4479
Veridan Wealth
Oregon
$1.41M +$1.28M +6,873 New
WAG
4480
Wheelhouse Advisory Group
Missouri
$1.41M -$32.4K -174 -3%
CPCP
4481
Cedar Point Capital Partners
Iowa
$1.41M -$35.6K -191 -3%
TFG
4482
Tilson Financial Group
New Jersey
$1.4M -$99.8K -535 -7%
SP
4483
Sequent Planning
Nebraska
$1.4M -$79.6K -427 -6%
IWP
4484
IAG Wealth Partners
Wisconsin
$1.4M +$16.2K +87 +1%
TT
4485
TI-Trust
Illinois
$1.4M -$390K -2,090 -24%
HFA
4486
Highland Financial Advisors
New Jersey
$1.39M +$127K +680 +11%
AFWM
4487
AMJ Financial Wealth Management
Virginia
$1.39M +$13.4K +72 +1%
BWA
4488
Boulder Wealth Advisors
Colorado
$1.39M -$27.2K -146 -2%
MSRI
4489
Michael S. Ryan Inc
New York
$1.38M -$80.6K -432 -6%
RFG
4490
Range Financial Group
Oregon
$1.38M +$45.9K +246 +4%
SI
4491
Stonekeep Investments
New Mexico
$1.38M +$1.22M +6,532 New
AFG
4492
Altiora Financial Group
Ohio
$1.37M – – –
RA
4493
Rodgers & Associates
Pennsylvania
$1.36M +$45.1K +242 +4%
BFP
4494
Briaud Financial Planning
Texas
$1.36M +$186K +999 +18%
CCM
4495
Cullen Capital Management
New York
$1.36M – – –
FWC
4496
First Washington Corp
Washington
$1.36M +$22.6K +121 +2%
NWM
4497
Napa Wealth Management
California
$1.35M -$422K -2,261 -26%
EPWM
4498
Essex Private Wealth Management
Massachusetts
$1.35M +$73.8K +396 +7%
NPPM
4499
North Point Portfolio Managers
Ohio
$1.35M +$217K +1,164 +22%
RIA
4500
Retirement Investment Advisors
Oklahoma
$1.35M +$1.19M +6,399 New
178 179
180
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