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Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
5176
Leading Edge Financial Planning
Tennessee
$772K +$15.4K +68 +2%
HWM
5177
Horizons Wealth Management
North Carolina
$772K -$41.3K -183 -6%
SIM
5178
Sims Investment Management
Ohio
$771K -$61K -270 -8%
KOMWMG
5179
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$770K -$150K -664 -18%
LFA
5180
LifeGuide Financial Advisors
Pennsylvania
$768K – – –
ACM
5181
Ashford Capital Management
Delaware
$768K – – –
GCM
5182
Glaxis Capital Management
Florida
$764K -$117K -520 -15%
CCAM
5183
Codex Capital Asset Management
Texas
$764K – – –
MS
5184
Mizuho Securities
Japan
$764K +$355K +1,570 +110%
KBG
5185
Kahn Brothers Group
New York
$762K – – –
IFPL
5186
Investments & Financial Planning LLC
Kentucky
$758K +$226 +1 +0%
FFG
5187
Foundry Financial Group
New Hampshire
$757K -$78.4K -347 -10%
MFG
5188
MTM Financial Group
Pennsylvania
$756K +$6.55K +29 +1%
ACM
5189
Absolute Capital Management
Pennsylvania
$752K +$88.3K +391 +15%
CWA
5190
Cascade Wealth Advisors
Washington
$750K -$103K -454 -14%
RHAM
5191
Round Hill Asset Management
California
$749K -$3.39K -15 -0.5%
DWS
5192
Dynamic Wealth Strategies
California
$748K +$28.2K +125 +4%
PIM
5193
Provident Investment Management
Michigan
$748K -$6.78K -30 -1%
NPAN
5194
Northeast Planning Associates NH
New Hampshire
$746K +$31.6K +140 +5%
RC
5195
Randolph Company
Ohio
$743K +$122K +538 +23%
FLFS
5196
Family Legacy Financial Solutions
North Carolina
$742K -$113K -499 -15%
LWIC
5197
Leith Wheeler Investment Counsel
British Columbia, Canada
$740K +$97.4K +431 +17%
AFS
5198
Anderson Financial Strategies
Ohio
$740K – – –
ARC
5199
Advisor Resource Council
Texas
$737K -$6.06M -26,806 -90%
LCM
5200
Lunt Capital Management
Utah
$735K +$37K +164 +6%
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208
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