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Name Holding Trade Value Shares
Change 		Change in
Stake
BLFG
4001
Brian Low Financial Group
Louisiana
$604K +$237K +318 +63%
MIG
4002
McGuire Investment Group
Rhode Island
$603K – – –
PCM
4003
Payne Capital Management
New York
$603K -$6.7K -9 -1%
LFS
4004
Lutz Financial Services
Nebraska
$602K +$22.3K +30 +4%
TCM
4005
Tanaka Capital Management
New York
$601K +$610K +819 New
KPWG
4006
KFA Private Wealth Group
Virginia
$601K +$2.98K +4 +0.5%
HWMG
4007
Hurlow Wealth Management Group
Indiana
$599K -$345K -464 -36%
MWA
4008
Medallion Wealth Advisors
Connecticut
$599K – – –
BRWM
4009
Blue Rock Wealth Management
North Carolina
$599K +$27.5K +37 +5%
FA
4010
Fortis Advisors
Pennsylvania
$598K -$8.19K -11 -1%
HBS
4011
Howard Bailey Securities
Indiana
$596K +$53.6K +72 +10%
PJWM
4012
Philip James Wealth Mangement
Georgia
$596K +$119K +160 +25%
CRI
4013
Commonwealth Retirement Investments
Virginia
$594K +$70K +94 +13%
CWM
4014
Centric Wealth Management
Illinois
$594K +$70.7K +95 +12%
M
4015
MYeCFO
California
$593K +$23.8K +32 +4%
EWA
4016
Exit Wealth Advisors
Georgia
$593K +$601K +808 New
OGF
4017
Orin Green Financial
California
$591K +$8.93K +12 +2%
SA
4018
Stewardship Advisors
Pennsylvania
$588K +$150K +201 +34%
CFO
4019
Custos Family Office
Texas
$588K +$71.5K +96 +14%
LCM
4020
Lattice Capital Management
Washington
$588K – – –
ACM
4021
Alamar Capital Management
California
$588K +$37.2K +50 +7%
IFS
4022
Integrated Financial Solutions
Virginia
$588K +$595K +800 New
CGH
4023
CMG Global Holdings
Texas
$587K +$3.72K +5 +0.6%
VIM
4024
Vista Investment Management
Pennsylvania
$587K – – –
DFP
4025
Defined Financial Planning
California
$586K +$37.2K +50 +7%
159 160
161
162 163