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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
4726
Wilkins Investment Counsel
Massachusetts
$753K – – –
SMF
4727
Sterling Manor Financial
New York
$753K -$19.8K -100 -3%
TI
4728
tru Independence
Oregon
$752K -$3.76K -19 -0.6%
VAMG
4729
Voisard Asset Management Group
Michigan
$752K -$86.9K -439 -11%
DW
4730
Dodds Wealth
Colorado
$750K -$64.3K -325 -9%
BWA
4731
Bestgate Wealth Advisors
Maryland
$747K – – –
FA
4732
FSA Advisors
Michigan
$746K -$109K -549 -14%
AWA
4733
Aquire Wealth Advisors
Utah
$745K -$7.92K -40 -1%
W
4734
WorthPointe
California
$744K -$84.9K -429 -11%
NF
4735
NavPoint Financial
Minnesota
$744K – – –
SWM
4736
Sagace Wealth Management
Florida
$744K +$61.5K +311 +10%
TAM
4737
Trillium Asset Management
Massachusetts
$742K +$12.1K +61 +2%
FD
4738
Financial Designs
California
$742K +$669K +3,381 New
FS
4739
Financial Symmetry
North Carolina
$741K +$4.35K +22 +0.7%
PSA
4740
Plum Street Advisors
Louisiana
$739K -$4.75K -24 -0.7%
FCMT
4741
Founders Capital Management (Texas)
Texas
$739K +$3.56K +18 +0.5%
HIG
4742
Heritage Investment Group
Florida
$737K -$64.9K -328 -9%
LFS
4743
Lutz Financial Services
Nebraska
$737K -$3.17K -16 -0.5%
SIMG
4744
Stephens Investment Management Group
Texas
$736K – – –
CWM
4745
CarsonAllaria Wealth Management
Illinois
$736K +$9.89K +50 +2%
MPCL
4746
My Personal CFO LLC
Washington
$735K – – –
CIG
4747
Cairn Investment Group
Washington
$735K +$178K +900 +37%
ODA
4748
One Degree Advisors
California
$733K +$178K +898 +37%
CWM
4749
Core Wealth Management
Florida
$732K +$1.39K +7 +0.2%
KCM
4750
Kennicott Capital Management
California
$732K – – –
188 189
190
191 192