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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
2451
First Command Advisory Services
Texas
$628K -$21.6K -41 -3%
MWM
2452
MOR Wealth Management
Pennsylvania
$628K +$43.7K +83 +7%
GL
2453
Gerber LLC
Ohio
$627K +$3.69K +7 +0.6%
LF
2454
LifeSteps Financial
California
$625K -$3.16K -6 -0.5%
PWM
2455
Proathlete Wealth Management
Florida
$624K -$47.4K -90 -7%
PPW
2456
Parcion Private Wealth
Washington
$623K -$23.7K -45 -3%
PHWM
2457
Pine Harbor Wealth Management
Maryland
$621K -$45.8K -87 -7%
PL
2458
Parthenon LLC
Kentucky
$621K – – –
FM
2459
Foster & Motley
Ohio
$620K +$41.6K +79 +7%
PA
2460
Planning Alternatives
Michigan
$619K +$263K +500 +68%
CMI
2461
Clare Market Investments
Texas
$618K +$652K +1,238 New
TPBG
2462
Turning Point Benefit Group
Maryland
$618K +$11.1K +21 +2%
CPM
2463
Connective Portfolio Management
New York
$617K – – –
NAMNJ
2464
NorthStar Asset Management (New Jersey)
New Jersey
$616K -$39.5K -75 -6%
CIS
2465
Continental Investors Services
Washington
$615K +$45.8K +87 +8%
BL
2466
Balentine LLC
Georgia
$615K +$186K +353 +40%
TA
2467
TruWealth Advisors
Louisiana
$614K -$11.1K -21 -2%
4WM
2468
49 Wealth Management
Texas
$613K +$226K +430 +54%
MTC
2469
Matrix Trust Company
Colorado
$613K +$130K +247 +25%
VP
2470
Verum Partners
North Carolina
$612K +$74.8K +142 +13%
COCM
2471
Charter Oak Capital Management
New Hampshire
$611K +$2.63K +5 +0.4%
UAML
2472
US Asset Management LLC
Pennsylvania
$609K -$4.21K -8 -0.7%
JRPIM
2473
Journey Retirement Planning & Investment Management
Idaho
$608K -$2.12M -4,019 -77%
IWP
2474
Invenio Wealth Partners
Florida
$608K -$139K -264 -18%
RW
2475
Rede Wealth
Virginia
$607K +$527 +1 +0.1%
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