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Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
4826
Silver Lake Advisory
Utah
$656K – – –
MCFP
4827
Mallini Complete Financial Planning
Florida
$654K – – –
DK
4828
David Kennon
Florida
$654K – – –
AWA
4829
ARQ Wealth Advisors
Arizona
$654K – – –
CSC
4830
Caldwell Sutter Capital
California
$650K +$33.4K +169 +6%
RWM
4831
RMG Wealth Management
Wisconsin
$650K +$572K +2,890 New
SCM
4832
Stordahl Capital Management
Colorado
$650K -$18K -91 -3%
IFS
4833
Intelligent Financial Strategies
Minnesota
$649K – – –
KLI
4834
Kelman-Lazarov Inc
Tennessee
$647K -$42K -212 -7%
FA
4835
Faithward Advisors
Pennsylvania
$645K +$194K +979 +50%
MS
4836
Mizuho Securities
Japan
$643K +$33.6K +170 +6%
SWP
4837
ShoreHaven Wealth Partners
New Jersey
$642K -$7.52K -38 -1%
CCMW
4838
Cypress Capital Management (Wyoming)
Wyoming
$641K -$17.6K -89 -3%
PM
4839
Pembroke Management
Quebec, Canada
$641K +$347K +1,754 +150%
MAP
4840
Moody Aldrich Partners
Massachusetts
$639K – – –
DWMS
4841
Dominguez Wealth Management Solutions
Virginia
$638K +$84.1K +425 +17%
BWG
4842
Balanced Wealth Group
Ohio
$636K – – –
FFP
4843
Forbes Financial Planning
Rhode Island
$636K – – –
RWP
4844
Ridgeline Wealth Planning
Ohio
$636K +$104K +528 +22%
FI
4845
FWG Investments
Kentucky
$636K +$574K +2,899 New
TLA
4846
Tanglewood Legacy Advisors
Texas
$636K – – –
LFA
4847
Level Financial Advisors
New York
$635K +$7.92K +40 +1%
RWM
4848
Reston Wealth Management
Virginia
$633K +$21.2K +107 +4%
AA
4849
AF Advisors
California
$633K +$4.95K +25 +0.9%
NBWM
4850
North Berkeley Wealth Management
California
$632K -$67.9K -343 -11%
192 193
194
195 196