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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
3826
Center For Asset Management
Florida
$849K +$110K +788 +16%
BWA
3827
BlueChip Wealth Advisors
Georgia
$846K +$781K +5,570 New
SF
3828
Slagle Financial
Illinois
$845K +$706K +5,040 +83%
TFG
3829
Taylor Financial Group
Virginia
$843K +$777K +5,545 New
E
3830
ETFidea
New York
$840K +$7.01K +50 +0.9%
AAM
3831
Austin Asset Management
Texas
$838K +$53.3K +380 +7%
CSIA
3832
Charles Schwab Investment Advisory
California
$837K -$359K -2,560 -32%
RWMG
3833
Redwood Wealth Management Group
New Jersey
$836K -$15.4K -110 -2%
BAM
3834
Bayshore Asset Management
Florida
$835K -$10.7K -76 -1%
RW
3835
Regimen Wealth
Georgia
$833K -$5.61K -40 -0.7%
TA
3836
Townsend & Associates
Colorado
$832K -$5.19K -37 -0.7%
AWA
3837
Archvest Wealth Advisors
California
$832K -$66.9K -477 -8%
GC
3838
Guidance Capital
Kentucky
$830K -$30.7K -219 -4%
RA
3839
Rise Advisors
New York
$829K +$179K +1,277 +31%
TWM
3840
Trueblood Wealth Management
Ohio
$829K +$765K +5,457 New
HGA
3841
Hobbs Group Advisors
South Carolina
$829K +$765K +5,455 New
WFC
3842
Western Financial Corp
California
$826K +$44.3K +316 +6%
SWG
3843
Summit Wealth Group
Vermont
$826K – – –
HCM
3844
Hutchinson Capital Management
California
$825K +$40.7K +290 +6%
PFM
3845
Peak Financial Management
Massachusetts
$825K +$146K +1,042 +24%
KIA
3846
KLR Investment Advisors
Rhode Island
$825K +$163K +1,162 +27%
RCM
3847
Radnor Capital Management
Pennsylvania
$822K – – –
CCG
3848
Chatham Capital Group
Georgia
$821K – – –
PP
3849
Pingora Partners
Wyoming
$820K +$757K +5,400 New
TCM
3850
Tanaka Capital Management
New York
$820K -$3.5K -25 -0.5%
152 153
154
155 156