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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2426
WealthSpring Partners
California
$645K -$7.4K -23 -1%
HWMG
2427
Hurlow Wealth Management Group
Indiana
$643K +$1.61K +5 +0.2%
KFA
2428
Krane Funds Advisors
New York
$643K -$102K -317 -13%
FC
2429
Fulcrum Capital
Washington
$640K -$41.8K -130 -6%
ASBI
2430
American State Bank (Iowa)
Iowa
$639K +$6.75K +21 +1%
GA
2431
GSG Advisors
New Jersey
$639K +$681K +2,116 New
UL
2432
Unionview LLC
Washington
$637K -$322 -1 -0%
GIM
2433
Groesbeck Investment Management
New Jersey
$637K +$64.3K +200 +10%
CP
2434
CenterBook Partners
Connecticut
$637K +$180K +559 +36%
LWM
2435
Liberty Wealth Management
California
$636K -$1.93K -6 -0.3%
CAG
2436
Curtis Advisory Group
California
$635K -$50.5K -157 -7%
ISB
2437
Iowa State Bank
Iowa
$635K +$10.9K +34 +2%
JFA
2438
JNBA Financial Advisors
Minnesota
$632K +$4.5K +14 +0.7%
WDL
2439
Well Done LLC
Michigan
$629K -$2.89K -9 -0.4%
SFS
2440
Security Financial Services
Indiana
$629K +$5.79K +18 +0.9%
SC
2441
Saiph Capital
New Jersey
$629K -$21.2K -66 -3%
DWM
2442
Defined Wealth Management
Oregon
$628K +$9.97K +31 +2%
SIG
2443
Spinnaker Investment Group
California
$627K +$1.29K +4 +0.2%
HDIM
2444
Hanson & Doremus Investment Management
Vermont
$627K -$2.89K -9 -0.4%
BWM
2445
Blossom Wealth Management
California
$625K +$11.6K +36 +2%
KW
2446
KWB Wealth
California
$625K – – –
LWAM
2447
Legacy Wealth Asset Management
Minnesota
$625K – – –
MPCL
2448
My Personal CFO LLC
Washington
$622K – – –
WSWA
2449
Warren Street Wealth Advisors
California
$622K +$61.7K +192 +10%
FI
2450
FIDELIS iM
Oregon
$622K +$2.89K +9 +0.4%
96 97
98
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