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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3801
M3 Advisory Group
Massachusetts
$713K -$96.6K -158 -11%
RP
3802
Riverwater Partners
Wisconsin
$713K +$125K +205 +19%
ESBC
3803
E.S. Barr & Co
Kentucky
$712K – – –
DP
3804
Dearborn Partners
Illinois
$711K -$44K -72 -5%
JF
3805
JSF Financial
California
$711K +$4.89K +8 +0.6%
JWS
3806
Juncture Wealth Strategies
Arizona
$710K -$98.4K -161 -11%
NI
3807
NCP Inc
California
$710K -$61.8K -101 -7%
CPL
3808
CAP Partners LLC
Tennessee
$709K -$17.7K -29 -2%
I
3809
IMPACTfolio
Colorado
$709K – – –
NF
3810
Nikulski Financial
Iowa
$709K -$30.6K -50 -4%
PI
3811
Pachira Investments
California
$708K +$111K +182 +17%
CFFP
3812
Center for Financial Planning
Michigan
$708K -$21.4K -35 -3%
REMPR
3813
Roof Eidam Maycock Peralta (REMP)
California
$707K -$104K -170 -12%
2L
3814
25 LLC
Missouri
$707K +$20.2K +33 +3%
EWS
3815
Eagle Wealth Strategies
New Jersey
$706K +$204K +334 +36%
BBPWM
3816
Blue Bell Private Wealth Management
Pennsylvania
$704K -$13.5K -22 -2%
CAG
3817
Centerpoint Advisory Group
Kansas
$704K +$20.8K +34 +3%
SWM
3818
Stronghold Wealth Management
Florida
$701K -$36.7K -60 -5%
AWS
3819
Aspen Wealth Strategies
Colorado
$698K -$24.5K -40 -3%
VIP
3820
Value Investment Professionals
New York
$698K +$611 +1 +0.1%
EP
3821
EPIQ Partners
Minnesota
$696K – – –
LWA
3822
LifeGoal Wealth Advisors
New York
$695K -$50.1K -82 -6%
CGF
3823
Constant Guidance Financial
Massachusetts
$695K +$236K +386 +46%
TI
3824
Truepoint Inc
Ohio
$695K +$366K +599 +94%
GWA
3825
Geometric Wealth Advisors
District of Columbia
$693K -$52.6K -86 -7%
151 152
153
154 155