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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3976
Accel Wealth Management
Iowa
$456K +$45.8K +71 +10%
CPA
3977
Clear Point Advisors
New York
$454K -$160K -248 -24%
TA
3978
TPG Advisors
Illinois
$454K – – –
BAS
3979
Brueske Advisory Services
Washington
$453K +$1.29K +2 +0.3%
JF
3980
JSF Financial
California
$453K -$21.3K -33 -4%
PDM
3981
Penn Davis McFarland
Texas
$452K -$110K -170 -18%
AWA
3982
ARQ Wealth Advisors
Arizona
$452K +$21.9K +34 +5%
VWM
3983
Verus Wealth Management
Wisconsin
$452K – – –
IWA
3984
Inspirion Wealth Advisors
Illinois
$451K +$7.1K +11 +1%
MLFP
3985
MPS Loria Financial Planners
Illinois
$447K – – –
MWM
3986
Manske Wealth Management
Texas
$447K +$67.7K +105 +16%
LWA
3987
LifeGoal Wealth Advisors
New York
$447K -$67.1K -104 -12%
BFF
3988
Byrne Financial Freedom
Massachusetts
$447K -$64.5K -100 -11%
HS
3989
Horan Securities
United States
$446K – – –
FB
3990
First Bancorp
Maine
$446K +$1.94K +3 +0.4%
LFA
3991
Level Financial Advisors
New York
$446K -$18.1K -28 -3%
RWA
3992
Roberts Wealth Advisors
California
$446K – – –
CFG
3993
Clayton Financial Group
Missouri
$445K – – –
MEAC
3994
M.E. Allison & Co
Texas
$445K +$11K +17 +2%
WWA
3995
Wisconsin Wealth Advisors
Wisconsin
$445K -$3.87K -6 -0.8%
VW
3996
Veridan Wealth
Oregon
$445K +$12.9K +20 +3%
WCWM
3997
Wooster Corthell Wealth Management
Connecticut
$445K +$498K +772 New
CCM
3998
Crew Capital Management
Ohio
$444K -$124K -192 -20%
LIA
3999
LifePlan Investment Advisors
North Carolina
$441K – – –
BIM
4000
Barton Investment Management
Pennsylvania
$441K – – –
158 159
160
161 162