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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2876
Enhancing Capital
Pennsylvania
$609K – – –
ZRP
2877
Zynergy Retirement Planning
New Jersey
$608K -$29.7K -82 -5%
AFA
2878
Allium Financial Advisors
Oregon
$607K -$10.9K -30 -2%
CWS
2879
Cypress Wealth Services
California
$607K +$29.3K +81 +5%
PA
2880
PSI Advisors
Florida
$606K -$55.4K -153 -8%
SHJ
2881
Sharkey, Howes & Javer
Colorado
$606K -$1.09K -3 -0.2%
AFA
2882
AA Financial Advisors
Ohio
$605K +$93.7K +259 +19%
PGA
2883
Portland Global Advisors
Maine
$604K +$236K +653 +66%
LFP
2884
Lakeshore Financial Planning
Michigan
$602K +$5.07K +14 +0.9%
WCM
2885
Wedge Capital Management
North Carolina
$602K -$20.3K -56 -3%
WCFA
2886
Walkner Condon Financial Advisors
Wisconsin
$601K +$15.2K +42 +3%
SP
2887
Symmetry Partners
Connecticut
$601K +$371K +1,024 +166%
WCM
2888
Wellington Capital Management
Maryland
$601K +$1.73M +4,794 New
FIC
2889
Family Investment Center
Missouri
$601K -$73.8K -204 -11%
AFP
2890
Alpha Financial Partners
Kentucky
$601K +$1.09K +3 +0.2%
WFG
2891
Wills Financial Group
Virginia
$600K -$18.5K -51 -3%
AA
2892
AJ Advisors
Tennessee
$599K +$22.8K +63 +4%
CG
2893
Clifford Group
Massachusetts
$599K +$9.05K +25 +2%
BW
2894
Basepoint Wealth
Iowa
$599K +$7.24K +20 +1%
SFG
2895
Sunburst Financial Group
Alabama
$598K – – –
LWM
2896
LJI Wealth Management
Indiana
$598K -$15.2K -42 -3%
JE
2897
JMAC Enterprises
Pennsylvania
$598K – – –
SCM
2898
Sage Capital Management
New Jersey
$598K – – –
AC
2899
Allstate Corporation
Illinois
$598K -$12.2M -33,773 -95%
FI
2900
FIDELIS iM
Oregon
$597K +$3.62K +10 +0.6%
114 115
116
117 118