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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
4626
Investments & Financial Planning LLC
Kentucky
$351K +$365 +2 +0.1%
PA
4627
Planning Alternatives
Michigan
$351K +$48.2K +264 +16%
MLA
4628
MB, Levis & Associates
Pennsylvania
$349K – – –
RPSA
4629
Richard P. Slaughter Associates
Texas
$349K -$16.6K -91 -5%
TFG
4630
Tull Financial Group
Virginia
$348K +$341K +1,867 New
EP
4631
Essential Planning
New Hampshire
$348K +$60K +329 +21%
SLT
4632
St Louis Trust
Missouri
$347K -$224K -1,228 -40%
FNBSF
4633
First National Bank Sioux Falls
South Dakota
$347K – – –
MA
4634
MSA Advisors
California
$347K – – –
LAS
4635
Lloyd Advisory Services
Georgia
$347K +$67.1K +368 +25%
PFA
4636
Pathway Financial Advisors
Vermont
$346K -$525K -2,876 -61%
DPW
4637
DiNuzzo Private Wealth
Pennsylvania
$345K +$110K +601 +48%
CCM
4638
Crew Capital Management
Ohio
$345K – – –
CTWM
4639
Cherry Tree Wealth Management
Minnesota
$345K – – –
TC
4640
TAP Consulting
Missouri
$342K -$28.3K -155 -8%
KWM
4641
Kanen Wealth Management
Florida
$341K +$13.7K +75 +4%
FPIS
4642
Financial Planning & Information Services
Wisconsin
$341K -$21.7K -119 -6%
BIA
4643
Barry Investment Advisors
Massachusetts
$341K -$219K -1,203 -40%
MCM
4644
Monarch Capital Management
Indiana
$340K +$9.12K +50 +3%
CA
4645
CWC Advisors
Oregon
$338K +$331K +1,816 New
VFG
4646
Valley Financial Group
Pennsylvania
$338K -$25.9K -142 -7%
PRI
4647
Prepared Retirement Institute
Pennsylvania
$338K – – –
AM
4648
Account Management
Massachusetts
$337K -$28.3K -155 -8%
IF
4649
Insight Folios
North Carolina
$337K -$13.3K -73 -4%
T
4650
TOBAM
France
$337K +$330K +1,806 New
184 185
186
187 188