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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4976
SigFig Wealth Management
California
$401K – – –
NRWA
4977
North Ridge Wealth Advisors
Oregon
$400K +$355K +1,901 New
CG
4978
Castellan Group
Kentucky
$397K – – –
DJFS
4979
Dean Jacobson Financial Services
Texas
$394K – – –
ARA
4980
Alexander Randolph Advisory
Virginia
$393K – – –
KSWA
4981
Kathleen S. Wright Associates
Pennsylvania
$388K – – –
IIM
4982
Ironwood Investment Management
Massachusetts
$387K – – –
PRC
4983
Pearl River Capital
Michigan
$383K +$339K +1,817 New
MSA
4984
Marathon Strategic Advisors
Pennsylvania
$382K -$32.8K -176 -9%
FW
4985
Fairway Wealth
Ohio
$379K +$216K +1,156 +180%
WBWA
4986
William B. Walkup & Associates
South Carolina
$377K +$334K +1,792 New
AA
4987
AF Advisors
California
$377K -$1.68K -9 -0.5%
IA
4988
IFS Advisors
Kansas
$373K – – –
MIM
4989
Meixler Investment Management
Arizona
$371K +$60K +322 +22%
SC
4990
Schiavi & Co
Delaware
$368K -$7.83K -42 -2%
LFA
4991
Livelsberger Financial Advisory
Ohio
$364K +$373 +2 +0.1%
RCM
4992
Richardson Capital Management
Wisconsin
$361K +$6.34K +34 +2%
DRS
4993
Deane Retirement Strategies
Louisiana
$359K – – –
MC
4994
McCarthy & Cox
Ohio
$358K -$86.7K -465 -21%
BWM
4995
Buska Wealth Management
Wisconsin
$354K -$26.1K -140 -8%
MFG
4996
Marmo Financial Group
Tennessee
$354K – – –
AOG
4997
Alpha Omega Group
Virginia
$353K +$17.9K +96 +6%
ETS
4998
ESL Trust Services
New York
$349K +$50K +268 +19%
FAM
4999
Frontier Asset Management
Wyoming
$349K +$373 +2 +0.1%
JSA
5000
Jacobson & Schmitt Advisors
Wisconsin
$348K +$308K +1,651 New
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200
201 202