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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
4651
CBIZ Investment Advisory Services
Ohio
$706K +$149K +685 +23%
RWMH
4652
Riverpoint Wealth Management Holdings
Illinois
$706K +$136K +627 +20%
SA
4653
Skyline Advisors
Washington
$705K -$20K -92 -2%
CW
4654
Code Waechter
Florida
$705K -$47.7K -220 -6%
HIG
4655
Heritage Investment Group
Florida
$702K +$60.8K +280 +8%
MSRI
4656
Michael S. Ryan Inc
New York
$701K – – –
WCM
4657
Warburton Capital Management
Oklahoma
$701K +$180K +829 +29%
VW
4658
Veridan Wealth
Oregon
$700K +$29.3K +135 +4%
RBC
4659
Roble Belko & Company
Pennsylvania
$700K -$130K -597 -14%
B
4660
BetterWealth
California
$700K -$750K -3,456 -48%
DWM
4661
Defined Wealth Management
Oregon
$697K +$133K +611 +20%
MSWM
4662
Mowery & Schoenfeld Wealth Management
Illinois
$693K +$466K +2,146 +144%
FFWA
4663
Forthright Family Wealth Advisory
Texas
$692K -$10.8K -50 -1%
LTAS
4664
Linden Thomas Advisory Services
North Carolina
$691K +$25K +115 +3%
PWM
4665
Paulson Wealth Management
Illinois
$690K -$19.3K -89 -2%
LA
4666
Lane & Associates
New Jersey
$690K +$20K +92 +3%
AFM
4667
Armstrong Fleming & Moore
District of Columbia
$688K -$1.38M -6,348 -64%
TA
4668
Townsend & Associates
Colorado
$685K -$39.3K -181 -4%
CI
4669
Cherokee Insurance
Michigan
$685K – – –
HI
4670
Human Investing
Oregon
$684K -$65.3K -301 -8%
LWA
4671
Ledgewood Wealth Advisors
New Hampshire
$684K – – –
SCM
4672
Sebold Capital Management
Illinois
$679K -$61.2K -282 -7%
SAM
4673
Smith Asset Management
Florida
$678K +$165K +762 +27%
KRW
4674
Kaufman Rossin Wealth
Florida
$678K +$340K +1,568 +79%
FLA
4675
Financial Life Advisors
Texas
$677K +$122K +562 +19%
185 186
187
188 189