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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3826
JSF Financial
California
$711K +$4.89K +8 +0.6%
JWS
3827
Juncture Wealth Strategies
Arizona
$710K -$98.4K -161 -11%
NI
3828
NCP Inc
California
$710K -$61.8K -101 -7%
CPL
3829
CAP Partners LLC
Tennessee
$709K -$17.7K -29 -2%
I
3830
IMPACTfolio
Colorado
$709K – – –
NF
3831
Nikulski Financial
Iowa
$709K -$30.6K -50 -4%
PI
3832
Pachira Investments
California
$708K +$111K +182 +17%
CFFP
3833
Center for Financial Planning
Michigan
$708K -$21.4K -35 -3%
REMPR
3834
Roof Eidam Maycock Peralta (REMP)
California
$707K -$104K -170 -12%
2L
3835
25 LLC
Missouri
$707K +$20.2K +33 +3%
EWS
3836
Eagle Wealth Strategies
New Jersey
$706K +$204K +334 +36%
BBPWM
3837
Blue Bell Private Wealth Management
Pennsylvania
$704K -$13.5K -22 -2%
CAG
3838
Centerpoint Advisory Group
Kansas
$704K +$20.8K +34 +3%
SWM
3839
Stronghold Wealth Management
Florida
$701K -$36.7K -60 -5%
AWS
3840
Aspen Wealth Strategies
Colorado
$698K -$24.5K -40 -3%
VIP
3841
Value Investment Professionals
New York
$698K +$611 +1 +0.1%
EP
3842
EPIQ Partners
Minnesota
$696K – – –
LWA
3843
LifeGoal Wealth Advisors
New York
$695K -$50.1K -82 -6%
CGF
3844
Constant Guidance Financial
Massachusetts
$695K +$236K +386 +46%
TI
3845
Truepoint Inc
Ohio
$695K +$366K +599 +94%
GWA
3846
Geometric Wealth Advisors
District of Columbia
$693K -$52.6K -86 -7%
MFG
3847
Monte Financial Group
Connecticut
$693K +$6.73K +11 +0.9%
PCM
3848
Presidio Capital Management
California
$693K +$392K +641 +109%
MWM
3849
MinichMacGregor Wealth Management
New York
$692K +$99.7K +163 +15%
IAS
3850
Investment Advisory Services
Texas
$691K -$22.6K -37 -3%
152 153
154
155 156