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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3501
Wade Financial Advisory
California
$514K +$2.5K +20 +0.4%
MFS
3502
Madrona Financial Services
Washington
$513K +$11.1K +89 +2%
SAM
3503
Stone Asset Management
Texas
$512K -$108K -860 -15%
DWMG
3504
DB Wealth Management Group
California
$512K – – –
HRC
3505
Hoertkorn Richard Charles
$512K +$415K +3,320 +221%
HA
3506
HC Advisors
Georgia
$510K – – –
T
3507
TNF
Montana
$510K +$116K +927 +29%
RS
3508
Retirement Solution
Washington
$509K -$547K -4,370 -48%
SFP
3509
Sterling Financial Planning
New Jersey
$508K -$12.5K -100 -2%
MWM
3510
MinichMacGregor Wealth Management
New York
$508K +$60.8K +486 +11%
TA
3511
TrueWealth Advisors
Alabama
$508K +$348K +2,783 +139%
CCFP
3512
Charles Carroll Financial Partners
Massachusetts
$507K -$4.77M -38,110 -89%
HCM
3513
Hutchinson Capital Management
California
$507K +$140K +1,116 +30%
FGG
3514
Financial Guidance Group
Florida
$506K -$250K -2,000 -30%
PCFFS
3515
Pacific Center for Financial Services
California
$506K +$35K +280 +6%
AWM
3516
Aspire Wealth Management
Massachusetts
$506K +$55.1K +440 +10%
VW
3517
Vance Wealth
California
$505K +$56.4K +451 +10%
MF
3518
Meridian Financial
Massachusetts
$503K +$5K +40 +0.9%
CA
3519
Cambridge Advisors
Nebraska
$503K +$27.5K +220 +5%
VDI
3520
Vaughan David Investments
Illinois
$502K +$43.2K +345 +8%
SFWC
3521
Strategic Family Wealth Counselors
New Jersey
$502K +$109K +870 +23%
CPSC
3522
Carl P. Sherr & Co
Massachusetts
$501K +$80K +639 +16%
AFO
3523
Allie Family Office
Florida
$500K +$551K +4,406 New
LWMG
3524
Levy Wealth Management Group
Pennsylvania
$499K +$60.1K +480 +11%
COCM
3525
Charter Oak Capital Management
New Hampshire
$496K -$6.26K -50 -1%
139 140
141
142 143