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Name Holding Trade Value Shares
Change
Change in
Stake
AP
4301
Aspect Partners
Virginia
$444K +$409K +2,921 New
JBA
4302
Johnson Bixby & Associates
Washington
$444K +$70.8K +505 +21%
MIC
4303
Meridian Investment Counsel
California
$442K
FA
4304
FF Advisors
California
$442K +$408K +2,910 New
FFP
4305
Forbes Financial Planning
Rhode Island
$441K
SAM
4306
S.A. Mason
Michigan
$439K -$11.9K -85 -3%
HAFS
4307
Hapanowicz & Associates Financial Services
Pennsylvania
$438K -$51K -364 -11%
FLA
4308
Financial Life Advisors
Texas
$438K
SRWM
4309
Shira Ridge Wealth Management
California
$438K
TWA
4310
Tandem Wealth Advisors
Arizona
$437K
BF
4311
Brogan Financial
Tennessee
$437K -$14K -100 -3%
EIM
4312
Ervin Investment Management
Washington
$436K
IFU
4313
iSAM Funds (UK)
United Kingdom
$435K +$401K +2,864 New
ACA
4314
Anchor Capital Advisors
Massachusetts
$435K
PFG
4315
Pinnacle Financial Group
Illinois
$434K +$56.1K +400 +16%
LTL
4316
Lowery Thomas LLC
California
$434K -$7.01K -50 -2%
DCBT
4317
Dakota Community Bank & Trust
North Dakota
$430K +$24K +171 +6%
O3W
4318
Omni 360 Wealth
New Jersey
$430K +$396K +2,828 New
PMG
4319
Private Management Group
California
$430K +$5.61K +40 +1%
VBWMG
4320
Von Berge Wealth Management Group
California
$429K -$11.8K -84 -3%
CFIA
4321
Cantor Fitzgerald Investment Advisors
New York
$429K +$395K +2,820 New
KLI
4322
Kelman-Lazarov Inc
Tennessee
$427K +$46.1K +329 +13%
KCM
4323
Kaye Capital Management
California
$427K -$25.8K -184 -6%
FWM
4324
Fiat Wealth Management
Minnesota
$426K +$393K +2,803 New
SRA
4325
Secured Retirement Advisors
Minnesota
$426K +$393K +2,801 New