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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
3751
Forbes Financial Planning
Rhode Island
$483K +$496K +2,900 New
HWM
3752
HighMark Wealth Management
Minnesota
$480K +$6.85K +40 +1%
QT
3753
Quantbot Technologies
New York
$480K +$493K +2,880 New
MA
3754
MAS Advisors
Florida
$479K +$486K +2,840 New
TWA
3755
TPB Wealth Advisors
Texas
$477K +$68.5K +400 +16%
RI
3756
Ridgewood Investments
New Jersey
$476K – – –
MWPCG
3757
Measured Wealth Private Client Group
New Hampshire
$473K -$13.7K -80 -3%
KCA
3758
Karn Couzens & Associates
Connecticut
$473K +$10.3K +60 +2%
JW
3759
Jenkins Wealth
Colorado
$472K +$520K +3,040 New
VBFP
3760
Valtinson Bruner Financial Planning
Minnesota
$470K -$13.7K -80 -3%
NP
3761
Ninepoint Partners
Ontario, Canada
$470K – – –
BWM
3762
Brickley Wealth Management
California
$470K +$68.5K +400 +17%
MCA
3763
Martin Capital Advisors
Texas
$470K +$483K +2,820 New
HR
3764
Hardy Reed
Mississippi
$467K +$47.9K +280 +11%
ATWA
3765
Arbor Trust Wealth Advisors
Michigan
$464K +$17.1K +100 +4%
LPWM
3766
Lake Point Wealth Management
Texas
$463K +$3.42K +20 +0.7%
IWA
3767
IVC Wealth Advisors
Pennsylvania
$463K +$10.3K +60 +2%
OLA
3768
Oliver Luxxe Assets
New Jersey
$460K -$3.42K -20 -0.7%
SWP
3769
ShoreHaven Wealth Partners
New Jersey
$460K – – –
RWA
3770
Redmont Wealth Advisors
Illinois
$460K +$472K +2,760 New
WSWA
3771
Warren Street Wealth Advisors
California
$460K +$472K +2,760 New
WMS
3772
Wealth Management Solutions
Pennsylvania
$457K +$469K +2,740 New
TCB
3773
Texas Capital Bancshares
Texas
$454K – – –
WCM
3774
Wealthcare Capital Management
Virginia
$453K +$10.3K +60 +2%
JA
3775
JVL Associates
Michigan
$453K +$41.1K +240 +10%
149 150
151
152 153