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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
3976
Compass Advisory Group
New York
$609K +$12.8K +20 +2%
RB
3977
Rodgers Brothers
Pennsylvania
$608K -$22.4K -35 -3%
FGWP
3978
Founders Grove Wealth Partners
Virginia
$607K +$205K +320 +43%
PBF
3979
Petix & Botte Financial
California
$606K -$370K -578 -52%
RP
3980
Riverwater Partners
Wisconsin
$606K +$79.5K +124 +13%
BA
3981
BCM Advisors
Louisiana
$606K +$8.33K +13 +1%
SWM
3982
Shakespeare Wealth Management
Wisconsin
$606K -$2.56K -4 -0.4%
PJSIMP
3983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$605K +$186K +291 +38%
AFC
3984
Ares Financial Consulting
California
$605K +$262K +409 +64%
EIG
3985
Ellenbecker Investment Group
Wisconsin
$605K -$110K -171 -14%
S
3986
SimplyRich
California
$605K – – –
MFC
3987
Morris Financial Concepts
South Carolina
$605K -$14.7K -23 -2%
IIM
3988
Ipswich Investment Management
Massachusetts
$604K +$42.3K +66 +7%
AGP
3989
Aspire Growth Partners
Florida
$604K +$157K +245 +30%
RCI
3990
RS Crum Inc
California
$604K -$16K -25 -2%
FPN
3991
Financial Planning Navigators
Minnesota
$604K +$173K +270 +34%
OGF
3992
Orin Green Financial
California
$604K – – –
WF
3993
WoodTrust Financial
Wisconsin
$603K +$40.4K +63 +6%
LBC
3994
Leigh Baldwin & Co
New York
$603K -$5.13K -8 -0.8%
EFP
3995
Elser Financial Planning
Indiana
$603K +$681K +1,062 New
HPWM
3996
High Point Wealth Management
New Jersey
$602K +$279K +436 +71%
PWP
3997
Parkwoods Wealth Partners
New York
$602K -$2.56K -4 -0.4%
CIM
3998
Capital Investment Management
Missouri
$602K +$12.2K +19 +2%
BRWM
3999
Blue Rock Wealth Management
North Carolina
$601K +$1.28K +2 +0.2%
WOSD
4000
WFA of San Diego
California
$600K -$7.05K -11 -1%
158 159
160
161 162