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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
2801
Intrepid Financial Planning Group
Indiana
$216K -$3.66K -75 -2%
MWM
2802
Meritas Wealth Management
California
$215K +$201K +4,116 New
MAG
2803
MRA Advisory Group
New Jersey
$215K +$201K +4,112 New
WA
2804
Wealthstream Advisors
New York
$215K +$201K +4,111 New
MSFP
2805
Mark Sheptoff Financial Planning
Connecticut
$214K – – –
WQ
2806
Wealth Quarterback
New Jersey
$214K -$8.01K -164 -4%
LSC
2807
Lesa Sroufe & Co
Washington
$214K +$200K +4,087 New
MWP
2808
Meridian Wealth Partners
Pennsylvania
$214K +$200K +4,088 New
WSWA
2809
Warren Street Wealth Advisors
California
$214K +$199K +4,085 New
FFA
2810
Fi3 Financial Advisors
Indiana
$213K +$199K +4,081 New
CA
2811
Centerpoint Advisors
Massachusetts
$213K +$30.4K +622 +18%
FCIM
2812
Fairview Capital Investment Management
California
$212K +$198K +4,054 New
GSAM
2813
Grant Street Asset Management
Pennsylvania
$212K +$198K +4,051 New
UWPG
2814
Ullmann Wealth Partners Group
Florida
$212K +$198K +4,046 New
CWM
2815
Cahaba Wealth Management
Georgia
$211K +$197K +4,043 New
LFG
2816
Larson Financial Group
Missouri
$211K +$57.1K +1,169 +41%
SWM
2817
Seaside Wealth Management
California
$211K +$197K +4,034 New
APW
2818
Axim Planning & Wealth
Ohio
$211K -$44.7K -915 -19%
TFM
2819
TFC Financial Management
Massachusetts
$210K +$42.6K +872 +28%
GCP
2820
Gill Capital Partners
Colorado
$210K +$196K +4,019 New
AHB
2821
Abner Herrman & Brock
New Jersey
$210K +$196K +4,008 New
DC
2822
Defender Capital
North Carolina
$210K +$196K +4,016 New
KWA
2823
Kellett Wealth Advisors
Ohio
$210K +$196K +4,012 New
KPWG
2824
KFA Private Wealth Group
Virginia
$210K +$196K +4,012 New
HR
2825
Hardy Reed
Mississippi
$210K -$19.8K -405 -9%
111 112
113
114 115