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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3326
CGC Financial Services
Oregon
$301K +$33.6K +92 +14%
GF
3327
GGM Financials
Ohio
$300K +$271K +742 New
CPA
3328
Capital Performance Advisors
California
$300K +$48.9K +134 +22%
TCM
3329
Tuttle Capital Management
Connecticut
$299K +$35K +96 +15%
SF
3330
Schaeffer Financial
Maryland
$298K – – –
LFS
3331
Legacy Financial Strategies
Kansas
$298K +$31.4K +86 +13%
HP
3332
Holistic Planning
Texas
$297K +$65.3K +179 +32%
SFG
3333
Somnio Financial Group
Connecticut
$296K – – –
AC
3334
Addison Capital
Pennsylvania
$295K – – –
W
3335
WorthPointe
California
$295K +$265K +727 New
CMA
3336
Cedar Mountain Advisors
Oregon
$294K -$6.57K -18 -2%
LIWM
3337
Long Island Wealth Management
New York
$293K – – –
CFC
3338
Coyle Financial Counsel
Illinois
$293K +$8.75K +24 +3%
MWA
3339
Motive Wealth Advisors
Michigan
$292K – – –
TFO
3340
Tarbox Family Office
California
$291K – – –
AWMG
3341
Alliance Wealth Management Group
New Jersey
$291K – – –
PPW
3342
Pasadena Private Wealth
California
$291K – – –
SWM
3343
SilverOak Wealth Management
Minnesota
$290K +$28.1K +77 +12%
TWA
3344
Tandem Wealth Advisors
Arizona
$290K -$3.65K -10 -1%
PCS
3345
Private Client Services
Kentucky
$289K -$9.85K -27 -4%
CISOA
3346
Capital Investment Services of America
Wisconsin
$289K – – –
GWAG
3347
Garrett Wealth Advisory Group
Texas
$288K – – –
TPWM
3348
Twelve Points Wealth Management
Massachusetts
$286K -$48.5K -133 -16%
AWP
3349
Abacus Wealth Partners
California
$285K +$9.12K +25 +4%
FWM
3350
FMB Wealth Management
California
$285K +$1.46K +4 +0.6%
132 133
134
135 136