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Name Holding Trade Value Shares
Change 		Change in
Stake
VW
4626
Veridan Wealth
Oregon
$842K +$725K +3,545 New
SRWM
4627
Shira Ridge Wealth Management
California
$842K +$58.5K +286 +8%
KA
4628
Kooman & Associates
Pennsylvania
$841K +$16.6K +81 +2%
LA
4629
Lane & Associates
New Jersey
$840K -$59.7K -292 -8%
HFS
4630
Hoge Financial Services
Pennsylvania
$838K +$282K +1,380 +57%
PFG
4631
Pinnacle Financial Group
Illinois
$838K +$163K +799 +26%
KWM
4632
KFG Wealth Management
Indiana
$837K -$187K -914 -19%
SHWM
4633
Smith & Howard Wealth Management
Georgia
$837K +$22.5K +110 +3%
BWM
4634
Brown Wealth Management
Illinois
$835K +$48.1K +235 +7%
SA
4635
Skyline Advisors
Washington
$833K -$317K -1,549 -29%
W
4636
WorthPointe
California
$832K +$31.5K +154 +4%
SHIM
4637
Stone House Investment Management
Pennsylvania
$832K -$474K -2,316 -38%
WA
4638
Westfuller Advisors
New York
$832K -$13.9K -68 -2%
TFA
4639
Trinity Financial Advisors
Ohio
$831K +$30.1K +147 +4%
MIM
4640
Martin Investment Management
Florida
$831K +$22.5K +110 +3%
NLWP
4641
Next Level Wealth Planning
Idaho
$831K +$775K +3,787 New
BPFA
4642
Barnes Pettey Financial Advisors
Mississippi
$830K – – –
T
4643
TOBAM
France
$830K +$404K +1,976 +109%
CBT
4644
CoreFirst Bank & Trust
Kansas
$829K – – –
EFA
4645
Edge Financial Advisors
Illinois
$828K +$34.4K +168 +5%
DI
4646
DDFG Inc
California
$823K -$2.05K -10 -0.3%
WP
4647
Wealthspan Partners
Iowa
$822K +$32.5K +159 +4%
HCA
4648
Hyperion Capital Advisors
New York
$821K – – –
CKAIS
4649
Christensen King & Associates Investment Services
Washington
$819K -$35.4K -173 -5%
OGC
4650
Oak Grove Capital
New Hampshire
$819K -$654K -3,198 -46%
184 185
186
187 188