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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
5601
American Capital Management
New York
$810K – – –
HCP
5602
Hamilton Capital Partners
Georgia
$808K -$546K -1,909 -41%
SVWA
5603
Sarver Vrooman Wealth Advisors
Missouri
$807K – – –
MCFP
5604
Mallini Complete Financial Planning
Florida
$806K – – –
FOFP
5605
Fee-Only Financial Planning
South Carolina
$804K -$37.2K -130 -4%
NW
5606
N10 Wealth
Connecticut
$803K +$793K +2,774 New
BFA
5607
Bridgelight Financial Advisors
Connecticut
$797K -$32.6K -114 -4%
KCM
5608
Key Capital Management
Tennessee
$795K -$1.52M -5,327 -66%
BFA
5609
Bluestem Financial Advisors
Illinois
$794K -$5.43K -19 -0.7%
PWS
5610
Peloton Wealth Strategists
Indiana
$792K – – –
TFG
5611
Team Financial Group
California
$788K +$572 +2 +0.1%
SWM
5612
StoneCrest Wealth Management
Arizona
$788K -$10.3K -36 -1%
MWA
5613
Merkkuri Wealth Advisors
New York
$786K -$11.7K -41 -1%
HBFP
5614
Henderson Brothers Financial Partners
Pennsylvania
$785K -$950K -3,323 -55%
TWA
5615
Trellis Wealth Advisors
California
$784K – – –
LRWM
5616
Lord & Richards Wealth Management
Colorado
$779K +$2.57K +9 +0.3%
FFG
5617
Fortune Financial Group
Florida
$778K -$742K -2,594 -49%
EWA
5618
Elevate Wealth Advisory
Georgia
$778K +$44.3K +155 +6%
EMCIP
5619
Ewing Morris & Co Investment Partners
Ontario, Canada
$776K -$9.72K -34 -1%
LWM
5620
Luminvest Wealth Management
Arizona
$776K +$224K +783 +44%
TFG
5621
Turner Financial Group
Florida
$773K +$764K +2,671 New
RC
5622
RBO & Co
California
$772K – – –
VF
5623
Vestment Financial
Minnesota
$772K +$1.43K +5 +0.2%
PCM
5624
Perkins Capital Management
Minnesota
$767K – – –
G
5625
GuidedMoney
Wisconsin
$767K – – –
223 224
225
226 227