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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
3326
Forthright Family Wealth Advisory
Texas
$301K +$6.93K +19 +3%
CFG
3327
Compton Financial Group
Maryland
$301K – – –
CFS
3328
CGC Financial Services
Oregon
$301K +$33.6K +92 +14%
GF
3329
GGM Financials
Ohio
$300K +$271K +742 New
CPA
3330
Capital Performance Advisors
California
$300K +$48.9K +134 +22%
TCM
3331
Tuttle Capital Management
Connecticut
$299K +$35K +96 +15%
SF
3332
Schaeffer Financial
Maryland
$298K – – –
LFS
3333
Legacy Financial Strategies
Kansas
$298K +$31.4K +86 +13%
HP
3334
Holistic Planning
Texas
$297K +$65.3K +179 +32%
SFG
3335
Somnio Financial Group
Connecticut
$296K – – –
AC
3336
Addison Capital
Pennsylvania
$295K – – –
W
3337
WorthPointe
California
$295K +$265K +727 New
CMA
3338
Cedar Mountain Advisors
Oregon
$294K -$6.57K -18 -2%
LIWM
3339
Long Island Wealth Management
New York
$293K – – –
CFC
3340
Coyle Financial Counsel
Illinois
$293K +$8.75K +24 +3%
MWA
3341
Motive Wealth Advisors
Michigan
$292K – – –
TFO
3342
Tarbox Family Office
California
$291K – – –
AWMG
3343
Alliance Wealth Management Group
New Jersey
$291K – – –
PPW
3344
Pasadena Private Wealth
California
$291K – – –
SWM
3345
SilverOak Wealth Management
Minnesota
$290K +$28.1K +77 +12%
TWA
3346
Tandem Wealth Advisors
Arizona
$290K -$3.65K -10 -1%
PCS
3347
Private Client Services
Kentucky
$289K -$9.85K -27 -4%
CISOA
3348
Capital Investment Services of America
Wisconsin
$289K – – –
GWAG
3349
Garrett Wealth Advisory Group
Texas
$288K – – –
TPWM
3350
Twelve Points Wealth Management
Massachusetts
$286K -$48.5K -133 -16%
132 133
134
135 136