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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
3601
Altus Wealth Group
Colorado
$428K +$29.3K +57 +8%
WCWM
3602
Willow Creek Wealth Management
California
$426K +$3.6K +7 +0.9%
CA
3603
CapWealth Advisors
Tennessee
$426K – – –
M
3604
MYeCFO
California
$425K -$23.7K -46 -6%
SWM
3605
Scissortail Wealth Management
Oklahoma
$425K -$361K -701 -98%
HBWM
3606
Hollow Brook Wealth Management
New York
$425K +$382K +742 New
RPCA
3607
Running Point Capital Advisors
California
$424K -$14.4K -28 -4%
LFP
3608
Lakeshore Financial Planning
Michigan
$424K +$14.4K +28 +4%
HFA
3609
Highland Financial Advisors
New Jersey
$424K – – –
DTC
3610
Davidson Trust Company
Washington
$424K – – –
SCA
3611
Stillwater Capital Advisors
Pennsylvania
$423K +$380K +739 New
DTL
3612
Dynamic Technology Lab
Singapore
$423K -$1.42M -2,761 -79%
PFA
3613
Plotkin Financial Advisors
Maryland
$421K -$15.4K -30 -4%
REMPR
3614
Roof Eidam Maycock Peralta (REMP)
California
$421K +$2.06K +4 +0.5%
LTI
3615
Laffer Tengler Investments
Tennessee
$420K +$38.6K +75 +11%
BAG
3616
Bridgewealth Advisory Group
California
$419K +$54.5K +106 +17%
ATI
3617
ARK & TLK Investments
Oklahoma
$418K +$51.5K +100 +16%
VV
3618
Verity & Verity
South Carolina
$417K +$36K +70 +11%
RMC
3619
Resources Management Corp
Connecticut
$417K -$2.57K -5 -0.7%
RWA
3620
Roberts Wealth Advisors
California
$417K +$47.9K +93 +15%
SPP
3621
Single Point Partners
Massachusetts
$415K -$41.2K -80 -10%
FFA
3622
Fairfield Financial Advisors
Massachusetts
$415K +$13.9K +27 +4%
RCA
3623
Riverview Capital Advisers
Massachusetts
$414K -$61.7K -120 -14%
MIG
3624
McGuire Investment Group
Rhode Island
$413K – – –
LIA
3625
LifePlan Investment Advisors
North Carolina
$412K +$6.17K +12 +2%
143 144
145
146 147