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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3551
Bill Few Associates
Pennsylvania
$733K +$159K +247 +24%
AIM
3552
Acropolis Investment Management
Missouri
$733K +$36.1K +56 +5%
SWM
3553
Shakespeare Wealth Management
Wisconsin
$731K +$819K +1,269 New
MFS
3554
Miller Financial Services
Michigan
$731K -$1.32M -2,041 -62%
KBFS
3555
Kohmann Bosshard Financial Services
Ohio
$730K – – –
HCM
3556
Hengehold Capital Management
Ohio
$730K +$170K +264 +26%
WIC
3557
WealthBridge Investment Counsel
Alberta, Canada
$730K +$817K +1,267 New
LPFG
3558
Landing Point Financial Group
Ohio
$730K -$36.8K -57 -4%
CWR
3559
Chico Wealth RIA
California
$730K +$9.03K +14 +1%
FFC
3560
Frederick Financial Consultants
Maryland
$729K +$165K +255 +25%
LGW
3561
Leslie Global Wealth
Illinois
$729K -$3.23K -5 -0.4%
NRI
3562
NFP Retirement Inc
California
$729K +$14.8K +23 +2%
SSWM
3563
Sheets Smith Wealth Management
North Carolina
$727K -$612K -948 -43%
BWM
3564
Brickley Wealth Management
California
$727K +$18.1K +28 +2%
HNW
3565
High Note Wealth
Minnesota
$726K -$43.2K -67 -5%
TL
3566
Tradewinds LLC
North Carolina
$725K +$273K +423 +51%
CPCM
3567
Cardinal Point Capital Management
Ontario, Canada
$725K +$36.1K +56 +5%
DFCM
3568
Dark Forest Capital Management
Puerto Rico
$724K -$53.5K -83 -6%
PCM
3569
Polymer Capital Management
New York
$724K +$335K +519 +70%
DTC
3570
Davidson Trust Company
Washington
$723K +$332K +515 +70%
HNWA
3571
Henrickson Nauta Wealth Advisors
Michigan
$723K +$8.39K +13 +1%
GTAM
3572
Global Trust Asset Management
Florida
$723K -$1.02M -1,577 -56%
SP
3573
Successful Portfolios
Florida
$722K – – –
CIEP
3574
Constellation Investimentos e Participacoes
Brazil
$720K -$6.45K -10 -0.8%
IPW
3575
Intergy Private Wealth
Colorado
$718K -$585K -906 -42%
141 142
143
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