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Name Holding Trade Value Shares
Change 		Change in
Stake
OW
3051
Olistico Wealth
Oklahoma
$236K +$229K +1,312 New
ORC
3052
O'Rourke & Company
Massachusetts
$235K +$229K +1,312 New
RF
3053
Resolute Financial
Massachusetts
$235K +$228K +1,308 New
CMP
3054
Courage Miller Partners
Virginia
$233K +$227K +1,299 New
HWMT
3055
Heritage Wealth Management (Texas)
Texas
$233K +$226K +1,297 New
AMM
3056
American Money Management
California
$232K +$226K +1,294 New
FNWM
3057
Financial Network Wealth Management
Utah
$232K +$225K +1,292 New
RRC
3058
Relaxing Retirement Coach
Massachusetts
$232K +$225K +1,292 New
CA
3059
Cumberland Advisors
Florida
$232K +$225K +1,290 New
EA
3060
Echo45 Advisors
California
$231K +$225K +1,287 New
RWRC
3061
R.W. Roge & Company
New York
$231K – – –
ME
3062
McIlrath & Eck
Washington
$231K -$13.1K -75 -6%
TF
3063
TimeScale Financial
Massachusetts
$230K +$175 +1 +0.1%
GC
3064
Garde Capital
Washington
$230K +$37.2K +213 +20%
MIS
3065
Morningstar Investment Services
Illinois
$230K +$232K +1,331 New
PFA
3066
Petra Financial Advisors
Colorado
$230K +$223K +1,279 New
CCM
3067
Chiron Capital Management
Florida
$229K +$223K +1,278 New
CIM
3068
Corbyn Investment Management
Maryland
$229K +$223K +1,278 New
FEG
3069
Financial Enhancement Group
Indiana
$228K – – –
CFG
3070
CKW Financial Group
Hawaii
$228K +$349 +2 +0.2%
DA
3071
Detalus Advisors
Missouri
$228K +$221K +1,268 New
HAG
3072
HF Advisory Group
Maryland
$226K +$220K +1,261 New
AWM
3073
Arista Wealth Management
Nevada
$226K +$220K +1,260 New
FWP
3074
Firethorn Wealth Partners
Georgia
$226K -$30.2K -173 -12%
SWP
3075
Semus Wealth Partners
Florida
$226K +$220K +1,258 New
121 122
123
124 125