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Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
3751
Paradigm Strategies in Wealth Management
Minnesota
$368K – – –
TBWA
3752
Three Bridge Wealth Advisors
California
$367K +$16.5K +171 +5%
CWA
3753
Clearview Wealth Advisors
Oregon
$366K -$14.1K -146 -4%
SDAM
3754
Shulman DeMeo Asset Management
New York
$366K -$773 -8 -0.2%
KA
3755
Kooman & Associates
Pennsylvania
$366K +$23.6K +244 +7%
HF
3756
Halpern Financial
Virginia
$366K -$48.3K -500 -12%
CS
3757
Crescent Sterling
Louisiana
$366K +$51.4K +532 +18%
RCM
3758
Requisite Capital Management
Texas
$366K – – –
IW
3759
Instrumental Wealth
Florida
$365K +$340K +3,521 New
3F
3760
360 Financial
Minnesota
$365K -$18.1K -187 -5%
RBCM
3761
Raub Brock Capital Management
California
$364K +$341K +3,528 New
FAM
3762
Forte Asset Management
New York
$364K +$88.9K +920 +35%
VCM
3763
Versant Capital Management
Arizona
$362K -$1.35K -14 -0.4%
DI
3764
DDFG Inc
California
$362K +$24.6K +255 +8%
GFP
3765
Guardian Financial Partners
California
$362K – – –
MLIC
3766
Mandatum Life Insurance Company
Finland
$362K +$43.5K +450 +15%
AFS
3767
Annapolis Financial Services
Maryland
$361K – – –
WMWM
3768
Whitaker-Myers Wealth Managers
Ohio
$361K +$105K +1,091 +45%
GWAM
3769
Guardian Wealth Advisors (Minnesota)
Minnesota
$361K – – –
SM
3770
Sensible Money
Arizona
$359K +$3K +31 +0.9%
LJCM
3771
Lee Johnson Capital Management
Texas
$359K -$4.83K -50 -1%
HP
3772
Hilltop Partners
Indiana
$359K +$1.06K +11 +0.3%
BF
3773
Brogan Financial
Tennessee
$359K +$12.8K +133 +4%
DFA
3774
DHJJ Financial Advisors
Illinois
$359K -$386 -4 -0.1%
LFA
3775
Level Financial Advisors
New York
$355K +$15.7K +162 +5%
149 150
151
152 153