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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
5701
Delta Wealth Advisors
Indiana
$375K -$47.2K -188 -11%
LWM
5702
Luminvest Wealth Management
Arizona
$373K +$120K +478 +44%
OFP
5703
OFC Financial Planning
New Jersey
$372K +$5.02K +20 +1%
HF
5704
Holcombe Financial
Georgia
$372K -$7.78K -31 -2%
AA
5705
Aufman Associates
Pennsylvania
$371K +$44.2K +176 +13%
AL
5706
ARWA LLC
Texas
$369K -$278K -1,106 -43%
WFP
5707
Wrenne Financial Planning
Kentucky
$369K +$46.4K +185 +14%
ACM
5708
Armbruster Capital Management
New York
$369K – – –
DF
5709
Downshift Financial
Colorado
$369K – – –
TPBG
5710
Turning Point Benefit Group
Maryland
$368K -$46.7K -186 -11%
EWP
5711
E-Wealth Partners
Minnesota
$367K -$174K -695 -31%
LEFP
5712
Leading Edge Financial Planning
Tennessee
$367K -$103K -410 -21%
MIAS
5713
Mason Investment Advisory Services
Virginia
$367K -$32.6K -130 -8%
DEM
5714
Disciplined Equity Management
Florida
$367K – – –
JCM
5715
J2 Capital Management
Michigan
$367K +$23.1K +92 +6%
IWB
5716
Innovative Wealth Building
Maryland
$367K -$18.8K -75 -5%
VPW
5717
Vericrest Private Wealth
Pennsylvania
$365K – – –
CWM
5718
Collaborative Wealth Management
Florida
$364K +$18.3K +73 +5%
AWMG
5719
ADG Wealth Management Group
Louisiana
$364K +$31.4K +125 +9%
RFA
5720
Reyes Financial Architecture
California
$364K -$150K -598 -28%
DC
5721
Dahring Cusmano
Michigan
$363K -$17.6K -70 -4%
AMIM
5722
Aull & Monroe Investment Management
Alabama
$362K +$50.5K +201 +15%
AWA
5723
American Wealth Advisors
Georgia
$362K – – –
MFC
5724
Morris Financial Concepts
South Carolina
$362K -$25.1K -100 -6%
FVCM
5725
F&V Capital Management
Florida
$361K +$69K +275 +22%
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