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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2851
Clarity Financial
Texas
$607K -$202K -1,086 -23%
ACA
2852
Affinity Capital Advisors
California
$606K +$66.6K +358 +11%
EIG
2853
Ellenbecker Investment Group
Wisconsin
$606K -$4.65K -25 -0.7%
FHWM
2854
Fox Hill Wealth Management
Massachusetts
$605K -$7.26K -39 -1%
B
2855
BetterWealth
California
$605K -$37.2K -200 -5%
RFN
2856
RDA Financial Network
Iowa
$605K -$219K -1,178 -24%
WP
2857
Westmount Partners
California
$604K +$2.23K +12 +0.3%
MWM
2858
Mindset Wealth Management
Indiana
$604K – – –
WFAG
2859
Wescott Financial Advisory Group
Pennsylvania
$604K -$131K -705 -16%
XPN
2860
XY Planning Network
Montana
$603K +$143K +770 +27%
BAM
2861
Brave Asset Management
New Jersey
$603K -$199K -1,070 -23%
MWA
2862
Madson Wealth Advisors
California
$602K +$438K +2,352 +183%
JF
2863
Joule Financial
Kentucky
$602K -$6.51K -35 -1%
CRIG
2864
Charter Research & Investment Group
Connecticut
$602K – – –
FC
2865
Farringdon Capital
United Kingdom
$600K -$2.43M -13,051 -78%
SCM
2866
Sunbeam Capital Management
Georgia
$600K +$89K +478 +15%
ARG
2867
Advisory Resource Group
Oklahoma
$599K +$2.05K +11 +0.3%
UWPG
2868
Ullmann Wealth Partners Group
Florida
$599K +$1.12K +6 +0.2%
MCM
2869
McRae Capital Management
New Jersey
$598K +$14K +75 +2%
OC
2870
Optima Capital
Oregon
$598K +$85.4K +459 +15%
BWM
2871
BNB Wealth Management
Maryland
$597K -$372 -2 -0.1%
NFP
2872
Narus Financial Partners
Utah
$597K -$15.4K -83 -2%
FA
2873
Faithward Advisors
Pennsylvania
$596K -$184K -987 -22%
MA
2874
McBroom & Associates
Nevada
$596K – – –
CCM
2875
Carderock Capital Management
Maryland
$594K -$112K -600 -14%
113 114
115
116 117