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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2226
LifeSteps Financial
California
$436K -$6.5K -68 -1%
MPCL
2227
My Personal CFO LLC
Washington
$435K -$191 -2 -0.4%
MFG
2228
Mainsail Financial Group
Washington
$435K +$419K +4,378 New
RCA
2229
Resonant Capital Advisors
Wisconsin
$435K -$1.43M -14,944 -75%
PWAG
2230
Polaris Wealth Advisory Group
California
$435K +$9.56K +100 +2%
CWG
2231
Cornerstone Wealth Group
North Carolina
$434K -$60.4K -632 -11%
SSWM
2232
Strait & Sound Wealth Management
California
$434K +$416K +4,348 New
FI
2233
Financial Insights
Washington
$434K +$107K +1,115 +29%
KC
2234
Kades & Cheifetz
Pennsylvania
$433K +$477K +4,987 New
SL
2235
Salomon & Ludwin
Virginia
$433K +$210K +2,192 +78%
HC
2236
Hoese & Co
Minnesota
$433K -$1.34K -14 -0.3%
RI
2237
Ridgewood Investments
New Jersey
$432K +$476K +4,978 New
NCM
2238
Northside Capital Management
Oregon
$432K +$43.5K +455 +10%
SFS
2239
Security Financial Services
Indiana
$429K +$75K +784 +19%
WG
2240
Watchman Group
Texas
$427K -$1.58M -16,542 -77%
1IA
2241
1620 Investment Advisors
Massachusetts
$427K +$40.6K +425 +9%
ARMT
2242
Amica Retiree Medical Trust
Rhode Island
$427K – – –
SHFP
2243
Second Half Financial Partners
Florida
$427K +$3.35K +35 +0.9%
MWM
2244
Meritas Wealth Management
California
$427K +$470K +4,910 New
SIC
2245
Sigma Investment Counselors
Michigan
$427K +$15.3K +160 +3%
AA
2246
Alta Advisers
United Kingdom
$426K – – –
SWA
2247
Sax Wealth Advisors
New Jersey
$426K +$4.78K +50 +1%
ETIA
2248
Epic Trust Investment Advisors
Washington
$425K -$95.6K -999 -17%
WE
2249
Wealth Effects
Massachusetts
$423K -$226K -2,359 -33%
MF
2250
Manchester Financial
California
$423K +$10K +105 +2%
88 89
90
91 92