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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
5226
Investments & Financial Planning LLC
Kentucky
$661K – – –
LFA
5227
LifeGuide Financial Advisors
Pennsylvania
$660K +$14.6K +63 +2%
TCM
5228
Teza Capital Management
Illinois
$660K -$6.3M -27,206 -90%
RWM
5229
Refined Wealth Management
Utah
$660K -$2.26M -9,759 -77%
CWM
5230
Core Wealth Management
Florida
$657K – – –
BFS
5231
Beacon Financial Strategies
North Carolina
$657K +$92.7K +400 +16%
BCWM
5232
Ball & Co Wealth Management
Tennessee
$655K -$192K -830 -22%
MF
5233
Manuka Financial
Virginia
$654K -$242K -1,045 -26%
LWMT
5234
Legacy Wealth Management (Tennessee)
Tennessee
$653K -$78.5K -339 -10%
TFP
5235
Traction Financial Partners
Wyoming
$648K -$111K -481 -14%
AAM
5236
American Asset Management
Florida
$646K – – –
EI
5237
Ecofi Investissements
France
$646K -$11.6K -50 -1%
AFS
5238
Anderson Financial Strategies
Ohio
$646K +$662K +2,857 +5,831%
JCM
5239
J2 Capital Management
Michigan
$644K -$199K -860 -23%
MFG
5240
MTM Financial Group
Pennsylvania
$644K +$1.62K +7 +0.2%
HCC
5241
Hirtle Callaghan & Co
Pennsylvania
$641K -$16.4M -70,981 -96%
TFG
5242
Tull Financial Group
Virginia
$639K +$463 +2 +0.1%
IWC
5243
Infinity Wealth Counsel
Ohio
$638K -$14.4K -62 -2%
MCM
5244
MontVue Capital Management
Virginia
$638K -$140K -605 -17%
BWS
5245
BCR Wealth Strategies
Alabama
$637K +$303K +1,310 +84%
IPA
5246
Investment Planning Advisors
Georgia
$635K -$14.6K -63 -2%
BFA
5247
Bluestem Financial Advisors
Illinois
$635K -$56.3K -243 -8%
TCM
5248
Twele Capital Management
Minnesota
$631K +$463 +2 +0.1%
CW
5249
Cooksen Wealth
Texas
$629K – – –
DWS
5250
Dynamic Wealth Strategies
California
$629K -$12.5K -54 -2%
208 209
210
211 212