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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4251
Fingerlakes Wealth Management
New York
$697K -$4.41K -24 -0.7%
WRM
4252
Weybosset Research & Management
Rhode Island
$697K – – –
SM
4253
Sensible Money
Arizona
$694K +$20.4K +111 +3%
OIS
4254
Okabena Investment Services
Minnesota
$693K -$341K -1,858 -34%
HMS
4255
Hanseatic Management Services
New Mexico
$693K +$15.8K +86 +2%
LA
4256
Lifeworks Advisors
Michigan
$690K -$167K -907 -20%
SHFA
4257
SC&H Financial Advisors
Maryland
$690K +$104K +565 +19%
WP
4258
Wealthspan Partners
Iowa
$689K +$184 +1 +0%
ICM
4259
Islay Capital Management
Texas
$688K -$14.7K -80 -2%
SRWM
4260
Shira Ridge Wealth Management
California
$688K +$9.19K +50 +1%
VIA
4261
Virtus Investment Advisers
Connecticut
$688K +$158K +862 +32%
3F
4262
360 Financial
Minnesota
$688K – – –
CW
4263
Cook Wealth
North Carolina
$687K -$17.1K -93 -2%
FPFS
4264
First Personal Financial Services
North Carolina
$687K -$7.35K -40 -1%
AWA
4265
Aquire Wealth Advisors
Utah
$687K +$2.02K +11 +0.3%
BWM
4266
Boyd Wealth Management
California
$686K -$19.7K -107 -3%
GWSA
4267
Global Wealth Strategies & Associates
Colorado
$683K +$7.9K +43 +1%
TFA
4268
Trinity Financial Advisors
Ohio
$683K +$87.8K +478 +16%
GGV
4269
GG Group Ventures
Florida
$682K +$736K +4,009 New
CPG
4270
Cornerstone Planning Group
New Jersey
$681K +$172K +938 +29%
RFO
4271
RiverGlades Family Offices
Florida
$680K +$3.67K +20 +0.6%
CSC
4272
Caldwell Sutter Capital
California
$680K +$103K +561 +19%
GWAM
4273
Guardian Wealth Advisors (Minnesota)
Minnesota
$679K +$6.98K +38 +1%
TAM
4274
Trillium Asset Management
Massachusetts
$679K -$124K -677 -16%
AWM
4275
Altus Wealth Management
Kentucky
$676K +$15.6K +85 +2%
169 170
171
172 173