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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
5251
Chris Bulman
California
$667K +$61.3K +268 +10%
B
5252
BetterWealth
California
$667K -$113K -493 -15%
QP
5253
Quartz Partners
New York
$665K -$986K -4,310 -60%
SI
5254
Severin Investments
Missouri
$665K -$326K -1,426 -33%
AEPWM
5255
Atlantic Edge Private Wealth Management
Florida
$664K – – –
MAP
5256
Moody Aldrich Partners
Massachusetts
$664K -$4.58K -20 -0.7%
RPGNY
5257
Retirement Planning Group (New York)
New York
$664K +$49.2K +215 +8%
JWM
5258
JDH Wealth Management
California
$663K +$81.2K +355 +14%
WPW
5259
Winthrop Partners - WNY
New York
$663K +$657K +2,872 New
HFO
5260
Heritage Family Offices
Arizona
$663K +$303K +1,323 +85%
AA
5261
AF Advisors
California
$662K -$1.83K -8 -0.3%
SRCM
5262
Signature Resources Capital Management
California
$662K +$101K +440 +18%
PWA
5263
Phoenix Wealth Advisors
North Carolina
$661K – – –
NBWM
5264
North Berkeley Wealth Management
California
$660K -$2.75K -12 -0.4%
OWM
5265
Orgel Wealth Management
Wisconsin
$660K +$79.8K +349 +14%
DCA
5266
DB&C Advisors
Michigan
$659K +$653K +2,854 New
LFA
5267
Level Financial Advisors
New York
$658K +$229 +1 +0%
VI
5268
VanderPol Investments
Michigan
$657K +$8.69K +38 +1%
TFG
5269
Tull Financial Group
Virginia
$656K +$172K +750 +36%
SFP
5270
SwitchPoint Financial Planning
Utah
$655K +$58.3K +255 +10%
VF
5271
Vawter Financial
Ohio
$654K -$8.92K -39 -1%
BCM
5272
Bancreek Capital Management
California
$654K +$648K +2,833 New
FAM
5273
Frontier Asset Management
Wyoming
$653K -$48.7K -213 -7%
MF
5274
Midwestern Financial
Iowa
$652K +$13.7K +60 +2%
RFA
5275
Reyes Financial Architecture
California
$652K -$22K -96 -3%
209 210
211
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