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Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
3951
Planning Center Inc
Illinois
$244K +$1.03K +2 +0.5%
1WM
3952
1900 Wealth Management
Texas
$244K -$627K -1,218 -74%
WA
3953
Westfuller Advisors
New York
$243K +$218K +424 New
LFA
3954
LifeGuide Financial Advisors
Pennsylvania
$243K -$53.5K -104 -20%
AFS
3955
Axiom Financial Strategies
Indiana
$243K +$218K +424 New
BAMG
3956
Brand Asset Management Group
Missouri
$242K +$218K +423 New
CIC
3957
Cutler Investment Counsel
Oregon
$242K +$7.2K +14 +3%
TC
3958
Tacita Capital
Ontario, Canada
$242K -$39.6K -77 -15%
SCM
3959
Stonebridge Capital Management
California
$242K – – –
BIM
3960
Breakwater Investment Management
Washington
$241K – – –
ASFA
3961
All Season Financial Advisors
Colorado
$241K +$217K +421 New
GC
3962
Globeflex Capital
California
$240K – – –
FWM
3963
Fairhaven Wealth Management
Illinois
$239K -$54.5K -106 -20%
AWA
3964
Aquire Wealth Advisors
Utah
$239K +$215K +417 New
HWA
3965
Hilltop Wealth Advisors
North Carolina
$239K +$215K +417 New
W
3966
WPWealth
Texas
$238K +$214K +416 New
FF
3967
Financial Futures
New Jersey
$238K – – –
MPCG
3968
Matrix Private Capital Group
New York
$238K +$4.12K +8 +2%
BWM
3969
Buckley Wealth Management
Nevada
$237K – – –
RCM
3970
Requisite Capital Management
Texas
$236K -$103K -200 -33%
CCA
3971
Cadent Capital Advisors
Oklahoma
$236K +$213K +413 New
MLRA
3972
Main Line Retirement Advisors
Montana
$236K +$212K +412 New
AMG
3973
Advisors Management Group
Wisconsin
$236K -$10.3K -20 -5%
TCFP
3974
Treasure Coast Financial Planning
Florida
$235K -$4.63K -9 -2%
AFM
3975
Armstrong Fleming & Moore
District of Columbia
$235K – – –
157 158
159
160 161