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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1651
LifeSteps Financial
California
$287K -$73K -457 -20%
DWG
1652
Darden Wealth Group
Michigan
$286K -$21.1K -132 -7%
MFC
1653
Morris Financial Concepts
South Carolina
$286K -$72.6K -455 -20%
VFP
1654
Verus Financial Partners
Virginia
$286K -$72.6K -455 -20%
CCG
1655
Cypress Capital Group
Florida
$286K -$18K -113 -6%
IP
1656
Intellectus Partners
California
$286K -$72.5K -454 -20%
RWP
1657
Revolve Wealth Partners
New Jersey
$285K -$50.1K -314 -15%
DSC
1658
Duncker Streett & Co
Missouri
$283K -$72K -451 -20%
IFPG
1659
Intrepid Financial Planning Group
Indiana
$283K -$38.8K -243 -12%
TIA
1660
Traphagen Investment Advisors
New Jersey
$283K -$68.7K -430 -19%
AA
1661
Advisory Alpha
Michigan
$283K -$35.6K -223 -11%
SPW
1662
Sonoma Private Wealth
California
$283K -$63.1K -395 -18%
CIP
1663
Convergence Investment Partners
Florida
$283K -$220K -1,378 -44%
PCFFS
1664
Pacific Center for Financial Services
California
$282K -$71.4K -447 -20%
ACM
1665
Advance Capital Management
Michigan
$282K -$127K -793 -31%
CL
1666
COWA LLC
Oklahoma
$282K -$71.5K -448 -20%
PH
1667
Pinnacle Holdings
Oklahoma
$281K +$283K +1,770 New
RS
1668
Rakuten Securities
Japan
$281K +$282K +1,769 New
SWM
1669
Sterling Wealth Management
Illinois
$281K -$71.2K -446 -20%
TVAMP
1670
Tennessee Valley Asset Management Partners
Tennessee
$280K +$281K +1,763 New
RFMS
1671
RWQ Financial Management Services
Florida
$278K -$9.71M -60,805 -97%
OHWA
1672
Oak Hill Wealth Advisors
Virginia
$278K +$279K +1,749 New
FDDB
1673
Fidelity D&D Bancorp
Pennsylvania
$277K -$70.4K -441 -20%
OWA
1674
One Wealth Advisors
California
$277K -$41.8K -262 -14%
WAL
1675
W Advisors LLC
Tennessee
$277K -$70.2K -440 -20%
65 66
67
68 69