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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
4701
Mowery & Schoenfeld Wealth Management
Illinois
$782K -$15K -76 -2%
AWA
4702
Alaska Wealth Advisors
Alaska
$781K +$263K +1,327 +59%
SM
4703
Sensible Money
Arizona
$778K – – –
FIBT
4704
First International Bank & Trust
North Dakota
$774K -$60K -303 -8%
WWP
4705
Wise Wealth Partners
Arizona
$773K +$429K +2,166 +160%
CKAIS
4706
Christensen King & Associates Investment Services
Washington
$772K – – –
AAS
4707
Asset Allocation Strategies
Michigan
$772K +$6.73K +34 +1%
KFG
4708
Kingdom Financial Group
Arizona
$767K +$232K +1,170 +50%
CWIG
4709
Chung Wu Investment Group
Texas
$767K -$158K -800 -19%
2WWM
4710
21 West Wealth Management
California
$767K +$692K +3,495 New
1IA
4711
1620 Investment Advisors
Massachusetts
$765K -$2.97K -15 -0.4%
PRTG
4712
Post Resch Tallon Group
New York
$763K -$3.96K -20 -0.6%
GJIA
4713
Glass Jacobson Investment Advisors
Maryland
$763K -$734K -3,710 -52%
DRP
4714
Decker Retirement Planning
Utah
$763K +$130K +655 +23%
PCM
4715
Payne Capital Management
New York
$763K +$119K +600 +21%
KRW
4716
Kaufman Rossin Wealth
Florida
$763K -$17.2K -87 -2%
OF
4717
Optimize Financial
California
$762K -$4.75K -24 -0.7%
RIM
4718
RW Investment Management
Idaho
$762K +$101K +511 +17%
SA
4719
SoundView Advisors
Washington
$761K +$42.3K +214 +7%
AA
4720
ACT Advisors
North Carolina
$761K +$43.1K +218 +7%
CIR
4721
Clear Investment Research
Georgia
$758K +$38.8K +196 +6%
GWM
4722
Greenhouse Wealth Management
Connecticut
$758K – – –
AP
4723
Aspect Partners
Virginia
$758K +$85.1K +430 +14%
AA
4724
AJ Advisors
Tennessee
$756K -$989 -5 -0.1%
AW
4725
Apricus Wealth
South Carolina
$753K – – –
187 188
189
190 191