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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3701
Discipline Wealth Solutions
South Carolina
$205K +$205K +1,344 New
AFA
3702
Allium Financial Advisors
Oregon
$205K -$9.75K -64 -5%
TF
3703
Tandem Financial
Colorado
$204K -$344K -2,261 -62%
EI
3704
eCIO Inc
Wisconsin
$204K +$204K +1,340 New
IWP
3705
IAG Wealth Partners
Wisconsin
$204K -$28.2K -185 -12%
CPC
3706
Consolidated Planning Corp
Georgia
$204K -$16K -105 -7%
SA
3707
SFI Advisors
New Jersey
$204K +$204K +1,338 New
OKSA
3708
O'Keefe Stevens Advisory
New York
$204K – – –
GC
3709
Granville Capital
North Carolina
$204K +$204K +1,337 New
DG
3710
Diesslin Group
Texas
$203K +$203K +1,335 New
WCM
3711
WealthBridge Capital Management
Ohio
$203K +$305 +2 +0.2%
CIM
3712
Catalyst Investment Management
New Hampshire
$203K +$203K +1,334 New
SAM
3713
Stembrook Asset Management
New Jersey
$203K +$203K +1,332 New
BF
3714
Blankinship & Foster
California
$203K – – –
SHJ
3715
Sharkey, Howes & Javer
Colorado
$202K -$1.68K -11 -0.8%
RW
3716
REDW Wealth
New Mexico
$202K -$25.9K -170 -11%
WWM
3717
Walser Wealth Management
Florida
$202K +$202K +1,328 New
AWMI
3718
Aegis Wealth Management (Iowa)
Iowa
$202K +$202K +1,326 New
PPP
3719
Prism Planning Partners
Illinois
$202K +$202K +1,326 New
DC
3720
Dorval Corp
Minnesota
$202K +$609 +4 +0.3%
CFS
3721
Cannon Financial Strategists
Georgia
$202K -$1.83K -12 -0.9%
KFP
3722
Kerr Financial Planning
California
$202K +$24.8K +163 +17%
RBCM
3723
Raub Brock Capital Management
California
$201K – – –
IDA
3724
Intelligence Driven Advisers
California
$201K +$201K +1,320 New
MWA
3725
Miller Wealth Advisors
Colorado
$201K +$1.83K +12 +0.9%
147 148
149
150 151