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Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
4026
Defined Financial Planning
California
$545K -$100K -162 -17%
SWM
4027
Schwallier Wealth Management
Michigan
$544K -$201K -325 -31%
FH
4028
Financial Harvest
Florida
$544K +$455K +737 New
FMTCOCP
4029
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$544K -$14.2K -23 -3%
HPIA
4030
Hamilton Point Investment Advisors
North Carolina
$544K – – –
BFA
4031
Benedict Financial Advisors
Georgia
$543K – – –
API
4032
Asset Planning Inc
California
$541K – – –
EWA
4033
Elevate Wealth Advisory
Georgia
$539K -$248K -402 -36%
AV
4034
Aspiring Ventures
Ohio
$539K +$43.3K +70 +11%
PJSIMP
4035
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K +$19.8K +32 +5%
SW
4036
Solidarity Wealth
Utah
$537K -$7.13M -11,538 -94%
BPW
4037
BLVD Private Wealth
Kentucky
$537K +$450K +728 New
MMHP
4038
Murphy Middleton Hinkle & Parker
Georgia
$537K – – –
OFG
4039
Opulen Financial Group
Virginia
$536K +$98.9K +160 +28%
RA
4040
Resolute Advisors
California
$536K +$90.8K +147 +25%
FDCP
4041
Foster Dykema Cabot & Partners
Massachusetts
$535K – – –
CB
4042
Chris Bulman
California
$534K +$72.3K +117 +19%
TF
4043
Tudor Financial
Ohio
$534K +$1.24K +2 +0.3%
QWM
4044
Quaker Wealth Management
New Jersey
$533K +$447K +723 New
EFMH
4045
E Fund Management (HK)
Hong Kong
$533K +$21K +34 +5%
CCM
4046
Charter Capital Management
Wisconsin
$532K +$446K +721 New
SNBOSD
4047
Security National Bank of So Dak
Iowa
$531K – – –
SWMG
4048
Sard Wealth Management Group
Georgia
$530K +$13K +21 +3%
LIM
4049
Lathrop Investment Management
Arkansas
$530K +$45.1K +73 +11%
FWA
4050
FSC Wealth Advisors
New York
$529K – – –
160 161
162
163 164