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Name Holding Trade Value Shares
Change 		Change in
Stake
BHFP
5601
Blom & Howell Financial Planning
California
$803K +$793K +2,954 New
TWCA
5602
Two West Capital Advisors
Kansas
$803K +$1.34K +5 +0.2%
BFA
5603
Bluestem Financial Advisors
Illinois
$801K +$134K +501 +20%
SIM
5604
Sims Investment Management
Ohio
$800K -$22.6K -84 -3%
FA
5605
Fullerton Advisors
California
$799K +$789K +2,939 New
NPAN
5606
Northeast Planning Associates NH
New Hampshire
$796K – – –
CCM
5607
Capstone Capital Management
$794K +$784K +2,921 New
RC
5608
Randolph Company
Ohio
$793K – – –
KL
5609
Keenan LLC
Massachusetts
$792K +$782K +2,914 New
BHWM
5610
Bay Harbor Wealth Management
Maryland
$792K +$113K +420 +17%
CWWM
5611
Curry Webb Wealth Management
Indiana
$791K +$781K +2,908 New
AFS
5612
Anderson Financial Strategies
Ohio
$790K – – –
CD
5613
Capital Developers
North Carolina
$789K +$779K +2,902 New
CCM
5614
Cannon Capital Management
Utah
$789K +$779K +2,901 New
RWM
5615
Rolek Wealth Management
Pennsylvania
$788K +$6.98K +26 +0.9%
ACM
5616
Ashford Capital Management
Delaware
$787K -$32.2K -120 -4%
EFA
5617
Englebert Financial Advisers
Pennsylvania
$787K +$777K +2,895 New
RWP
5618
Ridgeline Wealth Planning
Ohio
$787K +$113K +420 +17%
FFG
5619
Fortune Financial Group
Florida
$785K +$709K +2,642 New
IWC
5620
Infinity Wealth Counsel
Ohio
$783K – – –
BAWM
5621
Bennett Associates Wealth Management
Pennsylvania
$783K +$315K +1,174 +69%
VP
5622
Verisail Partners
Georgia
$783K – – –
LCM
5623
Lunt Capital Management
Utah
$777K -$7.52K -28 -1%
BCWM
5624
Ball & Co Wealth Management
Tennessee
$777K -$4.56K -17 -0.6%
MWM
5625
Magnolia Wealth Management
Alabama
$776K +$52.3K +195 +7%
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225
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