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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3601
Cahaba Wealth Management
Georgia
$202K +$189K +1,210 New
JCM
3602
Jag Capital Management
Missouri
$202K +$189K +1,209 New
GWM
3603
GoalFusion Wealth Management
Texas
$202K +$189K +1,209 New
AFP
3604
Alpha Financial Partners
Kentucky
$202K -$74.2K -474 -28%
CFP
3605
Cascade Financial Partners
California
$202K +$189K +1,207 New
GA
3606
Goldstein Advisors
Wisconsin
$202K +$189K +1,206 New
FI
3607
Financial Insights
Washington
$201K -$117K -746 -38%
SC
3608
Saturna Capital
Washington
$201K +$188K +1,200 New
VFG
3609
V2 Financial group
Illinois
$201K +$188K +1,200 New
SC
3610
Stephenson & Company
California
$200K +$188K +1,198 New
SSWG
3611
Seven Springs Wealth Group
Tennessee
$200K +$187K +1,196 New
SSC
3612
Syverson Strege & Co
Iowa
$200K +$187K +1,196 New
CWM
3613
Cranbrook Wealth Management
Michigan
$191K +$4.7K +30 +3%
CAM
3614
Clarity Asset Management
Iowa
$190K +$157 +1 +0.1%
MIFH
3615
Migdal Insurance & Financial Holdings
Israel
$186K – – –
SSG
3616
Summit Securities Group
New York
$184K +$172K +1,100 New
SIC
3617
SJS Investment Consulting
Ohio
$183K +$47.4K +303 +38%
EI
3618
eCIO Inc
Wisconsin
$181K +$170K +1,083 New
MS
3619
Mizuho Securities
Japan
$181K +$138K +880 +440%
BI
3620
Binnacle Investments
Iowa
$181K +$169K +1,080 New
BWM
3621
Bernard Wealth Management
Michigan
$179K +$4.85K +31 +3%
CRFG
3622
Columbia River Financial Group
Washington
$179K +$168K +1,071 New
TCM
3623
TD Capital Management
Tennessee
$179K +$18.2K +116 +12%
MAS
3624
MPWM Advisory Solutions
Georgia
$176K -$67K -428 -29%
SHIM
3625
Stone House Investment Management
Pennsylvania
$175K +$164K +1,046 New
143 144
145
146 147