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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3401
NCM Capital Management
New Jersey
$593K +$25K +200 +4%
MA
3402
Maxele Advisors
Missouri
$592K -$30.7K -245 -4%
CWM
3403
Cahill Wealth Management
Michigan
$592K +$95.1K +760 +16%
AAM
3404
Austin Asset Management
Texas
$591K -$37.5K -300 -5%
AA
3405
Addison Advisors
Vermont
$590K -$40.3K -322 -5%
MAG
3406
Mayfair Advisory Group
Alabama
$589K +$82.7K +661 +18%
PG
3407
Prostatis Group
Maryland
$588K -$141K -1,123 -17%
BC
3408
Brio Consultants
California
$588K +$68.3K +546 +11%
MSFP
3409
Mark Sheptoff Financial Planning
Connecticut
$587K -$151K -1,210 -18%
MA
3410
MBA Advisors
Pennsylvania
$586K +$22.6K +181 +3%
IPW
3411
Inlet Private Wealth
Florida
$586K +$138K +1,100 +25%
GSAM
3412
Grant Street Asset Management
Pennsylvania
$586K +$410K +3,280 +146%
3F
3413
360 Financial
Minnesota
$585K -$581K -4,645 -49%
FMP
3414
Financial Management Professionals
Texas
$583K -$11.3K -90 -2%
KL
3415
KilterHowling LLC
Colorado
$583K +$68.7K +549 +11%
CSWM
3416
Cassady Schiller Wealth Management
Ohio
$582K +$12.5K +100 +2%
CFP
3417
Curran Financial Partners
South Carolina
$580K +$105K +840 +18%
CA
3418
CSM Advisors
Pennsylvania
$579K +$213K +1,700 +45%
HWM
3419
Howard Wealth Management
Connecticut
$576K -$512K -4,089 -43%
SPP
3420
Single Point Partners
Massachusetts
$575K -$55.3K -442 -8%
IVP
3421
Intrinsic Value Partners
Arizona
$574K – – –
DCM
3422
Driehaus Capital Management
Illinois
$574K +$7.51K +60 +1%
BMD
3423
Better Money Decisions
New Mexico
$574K +$10K +80 +2%
DA
3424
Drake & Associates
Wisconsin
$573K +$675K +5,394 New
IA
3425
IFG Advisors
Missouri
$572K -$44.8K -358 -6%
135 136
137
138 139