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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4351
Parkside Advisors
California
$603K – – –
DP
4352
Divergent Planning
Maryland
$600K -$28.7K -156 -5%
BAG
4353
Bridgewealth Advisory Group
California
$599K +$20.2K +110 +4%
RGF
4354
Retirement Guys Formula
Ohio
$598K +$101K +549 +22%
SEM
4355
Suncoast Equity Management
Florida
$598K +$20.6K +112 +4%
HI
4356
Human Investing
Oregon
$598K +$4.41K +24 +0.8%
SLT
4357
St Louis Trust
Missouri
$597K – – –
PWM
4358
Praetorian Wealth Management
California
$597K +$567K +3,088 New
RWM
4359
Reston Wealth Management
Virginia
$596K -$7.35K -40 -1%
MIC
4360
Meridian Investment Counsel
California
$594K +$10.1K +55 +2%
KFG
4361
Kingdom Financial Group
Arizona
$594K -$129K -704 -19%
PMG
4362
Private Management Group
California
$593K +$2.76K +15 +0.5%
PFG
4363
Pinnacle Financial Group
Illinois
$591K +$36.2K +197 +7%
GAM
4364
Garrison Asset Management
Arkansas
$590K -$20.2K -110 -3%
RWMH
4365
Riverpoint Wealth Management Holdings
Illinois
$590K – – –
LFS
4366
Lutz Financial Services
Nebraska
$590K – – –
WI
4367
Wedgewood Investors
Pennsylvania
$589K +$560K +3,050 New
CWA
4368
Clearview Wealth Advisors
Oregon
$588K -$1.84K -10 -0.3%
BMMM
4369
Boston Mountain Money Management
Arkansas
$587K – – –
BIA
4370
Barry Investment Advisors
Massachusetts
$586K +$1.29K +7 +0.2%
SFP
4371
Sterling Financial Planning
New Jersey
$585K +$1.84K +10 +0.3%
RP
4372
Riverwater Partners
Wisconsin
$585K +$49.6K +270 +10%
BWG
4373
Balanced Wealth Group
Ohio
$583K -$64.7K -352 -11%
FAM
4374
Forte Asset Management
New York
$583K -$87.3K -475 -14%
HEIP
4375
Hudson Edge Investment Partners
New Jersey
$582K -$214K -1,163 -28%
173 174
175
176 177