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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2551
Yoder Wealth Management
California
$223K +$2.43K +23 +1%
BWM
2552
Baron Wealth Management
Michigan
$222K +$1.58K +15 +0.7%
CFA
2553
Capstone Financial Advisors
Illinois
$222K -$317 -3 -0.1%
MFC
2554
Morris Financial Concepts
South Carolina
$222K +$17.8K +168 +8%
POIA
2555
Pin Oak Investment Advisors
Texas
$222K – – –
RFN
2556
Redwood Financial Network
Ohio
$221K -$2.85K -27 -1%
HW
2557
HORAN Wealth
Ohio
$221K -$4.65K -44 -2%
ST
2558
Spinnaker Trust
Maine
$221K -$89.8K -850 -27%
CS
2559
Capital Square
Tennessee
$221K -$1.48K -14 -0.6%
TCM
2560
Towercrest Capital Management
Pennsylvania
$220K – – –
CPA
2561
Cardiff Park Advisors
California
$220K +$740 +7 +0.3%
DG
2562
DMC Group
Alabama
$220K -$74K -700 -23%
FBFS
2563
First Business Financial Services
Wisconsin
$220K – – –
SLG
2564
Sanchez Levi Garrett
$220K +$241K +2,279 New
PFGWM
2565
Price Financial Group Wealth Management
Oregon
$220K – – –
WFS
2566
WealthGarden F.S.
California
$219K -$3.17K -30 -1%
JCM
2567
Jacobsen Capital Management
Utah
$219K -$8.98K -85 -4%
AWMG
2568
Alliance Wealth Management Group
New Jersey
$219K – – –
AHL
2569
Abel Hall LLC
Louisiana
$219K -$399K -3,772 -62%
IA
2570
Insight Advisors
Pennsylvania
$219K -$317 -3 -0.1%
RFN
2571
RDA Financial Network
Iowa
$218K -$23.1K -219 -9%
NL
2572
Navalign LLC
California
$218K -$10.5K -99 -4%
VAS
2573
Valicenti Advisory Services
New York
$218K -$9.2K -87 -4%
AMG
2574
Advisors Management Group
Wisconsin
$218K +$10.6K +100 +5%
FD
2575
Financial Designs
California
$218K +$239K +2,262 New
101 102
103
104 105