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Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
4026
Defined Financial Planning
California
$586K +$37.2K +50 +7%
SIC
4027
SFE Investment Counsel
California
$586K -$69.2K -93 -10%
JWWM
4028
Johnson & White Wealth Management
Pennsylvania
$586K +$149K +200 +33%
JWM
4029
Johnson Wealth Management
North Dakota
$586K +$593K +797 New
KWA
4030
Kondo Wealth Advisors
California
$585K +$28.3K +38 +5%
NWM
4031
Northcape Wealth Management
New York
$585K +$5.21K +7 +0.9%
BFF
4032
Byrne Financial Freedom
Massachusetts
$584K -$18.6K -25 -3%
SHF
4033
Stage Harbor Financial
Massachusetts
$583K -$23.8K -32 -4%
VWM
4034
Verus Wealth Management
Wisconsin
$583K -$744 -1 -0.1%
6F
4035
626 Financial
Michigan
$582K +$23.8K +32 +4%
RIG
4036
Ramiah Investment Group
Wisconsin
$582K -$106K -143 -15%
CC
4037
Corsicana & Co
Texas
$582K +$590K +793 New
HFA
4038
Highland Financial Advisors
New Jersey
$582K +$38.7K +52 +7%
GWM
4039
Gitterman Wealth Management
New Jersey
$581K +$485K +652 +469%
QL
4040
Quarry LP
New York
$581K -$331K -445 -36%
RCM
4041
Requisite Capital Management
Texas
$580K +$289K +388 +97%
CFGA
4042
Cambridge Financial Group (Arizona)
Arizona
$580K +$167K +225 +40%
RW
4043
REDW Wealth
New Mexico
$580K +$60.3K +81 +11%
CIA
4044
Citadel Investment Advisory
Ohio
$580K -$14.9K -20 -2%
EA
4045
Emerald Advisors
Washington
$580K +$32K +43 +6%
GD
4046
Grandfield & Dodd
New York
$580K -$3.72K -5 -0.6%
BF
4047
Baring Financial
Washington
$579K +$14.9K +20 +3%
CWMS
4048
Cannon Wealth Management Services
North Carolina
$578K +$2.98K +4 +0.5%
TA
4049
TPG Advisors
Illinois
$578K – – –
QWM
4050
Quaker Wealth Management
New Jersey
$578K +$47.6K +64 +9%
160 161
162
163 164