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Name Holding Trade Value Shares
Change 		Change in
Stake
KFSN
4851
Keystone Financial Services (Nebraska)
Nebraska
$1.43M +$1.58K +7 +0.1%
WCP
4852
Welch Capital Partners
New York
$1.43M – – –
AC
4853
AWM Capital
Arizona
$1.42M -$11.5K -51 -0.9%
SFP
4854
SwitchPoint Financial Planning
Utah
$1.42M +$47K +208 +4%
BFA
4855
Brown Financial Advisory
Alabama
$1.42M -$22.6K -100 -2%
AZ
4856
Alpha Zero
Florida
$1.42M -$178K -789 -12%
DFG
4857
Dynamic Financial Group
Iowa
$1.42M -$14K -62 -1%
AFWM
4858
AMJ Financial Wealth Management
Virginia
$1.42M -$15.1K -67 -1%
BFS
4859
Bare Financial Services
Pennsylvania
$1.42M -$134K -594 -10%
BCI
4860
Blue Capital Inc
Nebraska
$1.42M -$22.8K -101 -2%
ACM
4861
Alamar Capital Management
California
$1.42M +$226 +1 +0%
AMIM
4862
Aull & Monroe Investment Management
Alabama
$1.42M -$19.9K -88 -2%
SA
4863
Seneschal Advisors
Washington
$1.41M +$21.9K +97 +2%
GCM
4864
Gunderson Capital Management
South Carolina
$1.41M +$235K +1,041 +23%
SHJ
4865
Sharkey, Howes & Javer
Colorado
$1.41M +$156K +691 +14%
GOCP
4866
Great Oak Capital Partners
Massachusetts
$1.4M +$118K +523 +11%
MPCL
4867
My Personal CFO LLC
Washington
$1.4M -$11.3M -50,199 -90%
FWMP
4868
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.4M -$21.7K -96 -2%
CWA
4869
Clearview Wealth Advisors
Oregon
$1.4M -$14.7K -65 -1%
TWA
4870
Tandem Wealth Advisors
Arizona
$1.39M -$165K -729 -12%
EA
4871
Evolution Advisers
Virginia
$1.38M +$34.6K +153 +3%
KDA
4872
Kraft Davis & Associates
Missouri
$1.38M -$94.4K -418 -7%
SFP
4873
Strategic Financial Partners
Oregon
$1.38M +$18.3K +81 +2%
G
4874
Gainplan
Michigan
$1.38M -$2.94K -13 -0.2%
DSCM
4875
Del-Sette Capital Management
New York
$1.38M -$37K -164 -3%
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