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Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
3976
Golden Road Advisors
Florida
$616K +$64.7K +101 +10%
AWM
3977
Accel Wealth Management
Iowa
$616K +$7.05K +11 +1%
PI
3978
Pachira Investments
California
$616K +$156K +243 +29%
HPIA
3979
Hamilton Point Investment Advisors
North Carolina
$616K -$67.9K -106 -9%
BW
3980
BostonPremier Wealth
Massachusetts
$615K +$58.3K +91 +9%
TWA
3981
Talisman Wealth Advisors
New Jersey
$615K -$139K -217 -17%
TW
3982
Towerpoint Wealth
California
$614K -$85.2K -133 -11%
NRW
3983
Nova R Wealth
Kansas
$611K +$7.69K +12 +1%
MWM
3984
MinichMacGregor Wealth Management
New York
$610K -$35.9K -56 -5%
PCM
3985
Park Capital Management
Wisconsin
$609K +$4.49K +7 +0.7%
CAG
3986
Compass Advisory Group
New York
$609K +$12.8K +20 +2%
RB
3987
Rodgers Brothers
Pennsylvania
$608K -$22.4K -35 -3%
FGWP
3988
Founders Grove Wealth Partners
Virginia
$607K +$205K +320 +43%
PBF
3989
Petix & Botte Financial
California
$606K -$370K -578 -52%
RP
3990
Riverwater Partners
Wisconsin
$606K +$79.5K +124 +13%
BA
3991
BCM Advisors
Louisiana
$606K +$8.33K +13 +1%
SWM
3992
Shakespeare Wealth Management
Wisconsin
$606K -$2.56K -4 -0.4%
PJSIMP
3993
P.J. Schmidt Investment Management (PJS)
Wisconsin
$605K +$186K +291 +38%
AFC
3994
Ares Financial Consulting
California
$605K +$262K +409 +64%
EIG
3995
Ellenbecker Investment Group
Wisconsin
$605K -$110K -171 -14%
S
3996
SimplyRich
California
$605K – – –
MFC
3997
Morris Financial Concepts
South Carolina
$605K -$14.7K -23 -2%
IIM
3998
Ipswich Investment Management
Massachusetts
$604K +$42.3K +66 +7%
AGP
3999
Aspire Growth Partners
Florida
$604K +$157K +245 +30%
RCI
4000
RS Crum Inc
California
$604K -$16K -25 -2%
158 159
160
161 162