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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
3976
Coppell Advisory Solutions
Texas
$419K +$112K +190 +25%
KWA
3977
Kondo Wealth Advisors
California
$419K +$420K +715 New
BMD
3978
Better Money Decisions
New Mexico
$418K -$188K -321 -31%
BWA
3979
Boulder Wealth Advisors
Colorado
$417K – – –
SIG
3980
Spinnaker Investment Group
California
$417K +$41.1K +70 +11%
GRA
3981
Golden Road Advisors
Florida
$416K +$587 +1 +0.1%
FH
3982
Financial Harvest
Florida
$416K +$417K +711 New
EC
3983
Eaton-Cambridge
Arizona
$416K +$35.2K +60 +9%
SRC
3984
Shufro Rose & Co
New York
$415K +$3.52K +6 +0.9%
WCP
3985
Wick Capital Partners
Pennsylvania
$415K +$93.9K +160 +29%
SWMG
3986
Sard Wealth Management Group
Georgia
$414K +$587 +1 +0.1%
CC
3987
Cypress Capital
Tennessee
$414K +$59.9K +102 +17%
SPAS
3988
Spectrum Planning & Advisory Services
California
$414K – – –
BF
3989
Baring Financial
Washington
$413K +$414K +705 New
PHM
3990
Prospect Hill Management
New Jersey
$413K – – –
SGWM
3991
Sterling Group Wealth Management
California
$412K +$76.3K +130 +23%
AWM
3992
Altus Wealth Management
Kentucky
$412K +$110K +187 +36%
IIM
3993
Ironwood Investment Management
Massachusetts
$412K – – –
KWA
3994
Kellett Wealth Advisors
Ohio
$412K +$413K +703 New
LWA
3995
Lowe Wealth Advisors
Maryland
$411K +$5.87K +10 +1%
WA1
3996
Wimmer Associates 1
California
$411K +$27.6K +47 +7%
WFA
3997
WestHill Financial Advisors
California
$409K -$2.94K -5 -0.7%
NCM
3998
NCM Capital Management
New Jersey
$409K +$4.7K +8 +1%
BF
3999
Blankinship & Foster
California
$409K – – –
PCA
4000
Purkiss Capital Advisors
Connecticut
$408K +$409K +696 New
158 159
160
161 162