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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
3551
Hurlow Wealth Management Group
Indiana
$945K +$176K +285 +29%
AWS
3552
Aspen Wealth Strategies
Colorado
$944K -$19.8K -32 -2%
AWMG
3553
Alliance Wealth Management Group
New Jersey
$943K – – –
MSWMA
3554
Market Street Wealth Management Advisors
Indiana
$941K +$66.7K +108 +9%
BA
3555
BIP Alliance
Georgia
$941K -$13K -21 -2%
TWA
3556
Talisman Wealth Advisors
New Jersey
$941K +$87.1K +141 +12%
LGW
3557
Leslie Global Wealth
Illinois
$940K +$5.56K +9 +0.7%
CWR
3558
Chico Wealth RIA
California
$937K +$2.47K +4 +0.3%
BCM
3559
Bienville Capital Management
New York
$937K +$42K +68 +6%
CPL
3560
CAP Partners LLC
Tennessee
$936K -$30.3K -49 -4%
KBFS
3561
Kohmann Bosshard Financial Services
Ohio
$935K – – –
PCP
3562
Panoramic Capital Partners
Oregon
$932K +$156K +253 +24%
CAG
3563
Centerpoint Advisory Group
Kansas
$931K +$133K +216 +21%
MFG
3564
Monte Financial Group
Connecticut
$931K – – –
KA
3565
KDT Advisors
New York
$931K +$61.8K +100 +9%
EMC
3566
Everest Management Corp
California
$929K +$49.4K +80 +7%
SP
3567
Successful Portfolios
Florida
$927K +$1.24K +2 +0.2%
DTC
3568
Davidson Trust Company
Washington
$926K – – –
BWAM
3569
Boyd Watterson Asset Management
Ohio
$925K -$20.4K -33 -3%
VH
3570
Visionary Horizons
Tennessee
$925K +$85.9K +139 +12%
SWM
3571
Shakespeare Wealth Management
Wisconsin
$924K -$10.5K -17 -1%
CFFP
3572
Center for Financial Planning
Michigan
$923K +$95.2K +154 +14%
BW
3573
BXM Wealth
Colorado
$922K +$58.1K +94 +8%
MFS
3574
Miller Financial Services
Michigan
$920K -$13.6K -22 -2%
UFA
3575
Uptown Financial Advisors
Texas
$920K +$35.2K +57 +5%
141 142
143
144 145