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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3476
Clarus Group
Texas
$997K – – –
CFGW
3477
Chancellor Financial Group WB
Pennsylvania
$997K +$260K +425 +32%
WMA
3478
William Mack & Associates
Michigan
$997K +$152K +248 +16%
RPSA
3479
Richard P. Slaughter Associates
Texas
$997K -$514K -840 -32%
LW
3480
Lauer Wealth
Indiana
$997K +$922K +1,508 New
TW
3481
Towerpoint Wealth
California
$996K +$424K +694 +65%
SWM
3482
Shepherd Wealth Management
Ohio
$995K +$611 +1 +0.1%
PWP
3483
Phillips Wealth Planners
Mississippi
$994K +$178K +291 +22%
ODIJL
3484
One Day In July LLC
Vermont
$993K +$44K +72 +4%
HWM
3485
Horizon Wealth Management
Illinois
$993K -$42.8K -70 -4%
WB
3486
West Bancorporation
Iowa
$993K -$71.5K -117 -6%
JDLA
3487
J. Derek Lewis & Associates
California
$993K -$115K -188 -10%
SDWMA
3488
Schneider Downs Wealth Management Advisors
Pennsylvania
$991K – – –
PA
3489
ProCore Advisors
California
$991K +$24.5K +40 +2%
W
3490
Wealthquest
Ohio
$989K -$99.7K -163 -8%
NCM
3491
Nelson Capital Management
California
$989K – – –
WA
3492
Westfuller Advisors
New York
$988K +$9.17K +15 +0.9%
WS
3493
Wilian Securities
Minnesota
$988K +$352K +576 +49%
RWI
3494
Red Wave Investments
Pennsylvania
$987K +$23.8K +39 +2%
PWA
3495
Physician Wealth Advisors
Utah
$987K -$116K -189 -10%
CST
3496
Charles Schwab Trust
Nevada
$986K +$20.2K +33 +2%
TFM
3497
TFC Financial Management
Massachusetts
$986K -$167K -273 -13%
MAM
3498
McLean Asset Management
Virginia
$985K -$123K -201 -10%
SFWA
3499
Summit Financial Wealth Advisors
Louisiana
$984K +$324K +530 +44%
WA
3500
WPG Advisers
Maryland
$984K +$316K +517 +42%
138 139
140
141 142