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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2876
Clune & Associates
Illinois
$273K – – –
SFC
2877
Strategic Financial Concepts
Texas
$273K -$21.4K -348 -7%
AFA
2878
AA Financial Advisors
Ohio
$273K +$23.5K +381 +9%
GMFG
2879
Greater Midwest Financial Group
Minnesota
$272K +$1.05K +17 +0.4%
LF
2880
Lighthouse Financial
Florida
$272K – – –
SRWM
2881
Shira Ridge Wealth Management
California
$272K +$10.1K +164 +4%
MA
2882
Maxele Advisors
Missouri
$272K +$24.9K +404 +10%
OPPS
2883
Obsidian Personal Planning Solutions
Maryland
$272K – – –
PTCG
2884
Pring Turner Capital Group
California
$272K – – –
VP
2885
Verum Partners
North Carolina
$271K -$8.19K -133 -3%
JC
2886
Jentner Corp
Ohio
$271K +$1.35K +22 +0.5%
UFA
2887
Uptown Financial Advisors
Texas
$271K +$270K +4,387 New
LWM
2888
LongView Wealth Management
Georgia
$270K -$46.4K -753 -15%
MS
2889
Madden Securities
Texas
$270K -$30.5K -495 -10%
WFA
2890
Websterrogers Financial Advisors
South Carolina
$270K – – –
TA
2891
TFB Advisors
Kansas
$269K +$5.73K +93 +2%
LD
2892
Lipe & Dalton
New York
$269K – – –
AWP
2893
Ascent Wealth Partners
New York
$268K +$8.13K +132 +3%
OAS
2894
Optivise Advisory Services
Tennessee
$268K -$40K -649 -13%
CSB
2895
City State Bank
Iowa
$268K -$1.23K -20 -0.5%
CIC
2896
Chase Investment Counsel
Virginia
$268K – – –
FWM
2897
Fingerlakes Wealth Management
New York
$268K -$35K -569 -12%
ZAM
2898
Zevin Asset Management
Massachusetts
$267K -$39.3K -638 -13%
SSW
2899
Stone Summit Wealth
Florida
$267K -$1.23K -20 -0.5%
WH
2900
Wallace Hart
Kentucky
$266K -$103K -1,670 -28%
114 115
116
117 118