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Name Holding Trade Value Shares
Change 		Change in
Stake
MCFP
4826
Mallini Complete Financial Planning
Florida
$547K – – –
AA
4827
AF Advisors
California
$544K +$4.34K +20 +0.7%
OCFG
4828
O'Connor Financial Group
Illinois
$544K +$51.6K +238 +9%
LFA
4829
Level Financial Advisors
New York
$543K -$164K -754 -21%
AIA
4830
Armor Investment Advisors
North Carolina
$543K – – –
BIS
4831
BG Investment Services
Guam
$542K +$156K +720 +34%
LWM
4832
Lighthouse Wealth Management
Ohio
$541K +$10.8K +50 +2%
SFS
4833
Security Financial Services
Indiana
$540K +$2.39K +11 +0.4%
WMWM
4834
Wilkins Miller Wealth Management
Alabama
$538K +$613K +2,827 New
DRP
4835
Decker Retirement Planning
Utah
$537K -$874K -4,027 -59%
EMCIP
4836
Ewing Morris & Co Investment Partners
Ontario, Canada
$536K -$2.85M -13,131 -87%
BCA
4837
Bay Capital Advisors
Virginia
$534K – – –
JWM
4838
JDH Wealth Management
California
$534K +$217 +1 +0%
DSCM
4839
Del-Sette Capital Management
New York
$534K -$3.91K -18 -0.6%
SJL
4840
Shayne & Jacobs LLC
Tennessee
$533K – – –
PBF
4841
Petix & Botte Financial
California
$533K +$26K +120 +4%
DWS
4842
Dynamic Wealth Strategies
California
$532K +$29.1K +134 +5%
CWP
4843
Clark Wealth Partners
Illinois
$532K +$33.2K +153 +6%
CSC
4844
Caldwell Sutter Capital
California
$532K -$104K -480 -15%
PWMG
4845
Private Wealth Management Group
New Jersey
$530K +$6.08K +28 +1%
KSWWM
4846
Keyes Stange & Wooten Wealth Management
Florida
$529K -$5.21K -24 -0.9%
CRI
4847
Commonwealth Retirement Investments
Virginia
$528K -$446K -2,053 -43%
RWM
4848
Reston Wealth Management
Virginia
$528K -$77.9K -359 -11%
LWMNY
4849
Landmark Wealth Management (New York)
New York
$527K -$16.9K -78 -3%
MFS
4850
McNamara Financial Services
Massachusetts
$526K +$600K +2,764 New
192 193
194
195 196