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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2851
FormulaFolio Investments
Michigan
$297K -$6.15M -33,374 -95%
VFIC
2852
Valley Forge Investment Consultants
Pennsylvania
$297K +$297K +1,609 New
BMD
2853
Better Money Decisions
New Mexico
$296K +$295K +1,602 New
GCMG
2854
Gyroscope Capital Management Group
Florida
$295K -$36.9K -200 -11%
BLAM
2855
Bourne Lent Asset Management
New York
$295K – – –
MWM
2856
MinichMacGregor Wealth Management
New York
$295K +$24.2K +131 +9%
DJYG
2857
David J. Yvars Group
Florida
$294K +$184 +1 +0.1%
DSAM
2858
Dock Street Asset Management
Florida
$294K +$5.35K +29 +2%
FAG
2859
Financial Advisory Group
Texas
$293K – – –
CF
2860
Clarity Financial
Texas
$293K +$44.3K +240 +18%
ACP
2861
Aveo Capital Partners
Colorado
$293K +$293K +1,590 New
LCC
2862
Lincoln Capital Corp
Rhode Island
$292K -$65.7K -356 -18%
BDF
2863
Black Diamond Financial
Maryland
$292K -$16.6K -90 -5%
CWM
2864
Curi Wealth Management
North Carolina
$292K +$1.84K +10 +0.6%
SFA
2865
Souders Financial Advisors
Ohio
$291K +$3.5K +19 +1%
CCM
2866
Cribstone Capital Management
Maine
$288K -$9.04K -49 -3%
HFAS
2867
Hummer Financial Advisory Services
Illinois
$287K +$3.69K +20 +1%
HFA
2868
High Falls Advisors
New York
$287K +$12.5K +68 +5%
DWP
2869
Destiny Wealth Partners
Florida
$286K -$43.3K -235 -13%
G
2870
GenTrust
Florida
$286K +$286K +1,550 New
CCM
2871
Campbell Capital Management
Florida
$285K – – –
RWM
2872
Raffa Wealth Management
District of Columbia
$284K +$3.87K +21 +1%
OWA
2873
Outlook Wealth Advisors
Texas
$284K -$1.48K -8 -0.5%
NL
2874
Navalign LLC
California
$284K +$284K +1,539 New
GPA
2875
Guidance Point Advisors
Massachusetts
$282K -$18.4K -100 -6%
113 114
115
116 117