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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
4051
Commonwealth Retirement Investments
Virginia
$528K +$442K +715 New
FS
4052
Ferguson Shapiro
Georgia
$528K -$5.56K -9 -1%
OCFG
4053
O'Connor Financial Group
Illinois
$528K +$42.6K +69 +10%
HWM
4054
Hobbs Wealth Management
Indiana
$528K -$80.3K -130 -15%
2WWM
4055
21 West Wealth Management
California
$527K +$441K +714 New
CP
4056
Creekside Partners
California
$526K +$24.7K +40 +6%
JF
4057
Joule Financial
Kentucky
$524K -$29K -47 -6%
WFA
4058
WestHill Financial Advisors
California
$524K +$1.24K +2 +0.3%
RW
4059
REDW Wealth
New Mexico
$523K +$2.47K +4 +0.6%
BMD
4060
Better Money Decisions
New Mexico
$523K +$3.09K +5 +0.7%
CF
4061
Claris Financial
Virginia
$522K +$27.2K +44 +7%
SPAS
4062
Spectrum Planning & Advisory Services
California
$522K – – –
BF
4063
Brooklyn FI
New York
$521K +$79.7K +129 +22%
SIMG
4064
Stephens Investment Management Group
Texas
$520K +$112K +181 +35%
CFO
4065
Custos Family Office
Texas
$520K +$116K +188 +36%
LWA
4066
Lowe Wealth Advisors
Maryland
$518K – – –
SFS
4067
Summit Financial Strategies
Ohio
$518K +$28.4K +46 +7%
SA
4068
SAM Advisors
California
$517K +$6.8K +11 +2%
PRRFG
4069
Paul R. Ried Financial Group
Washington
$517K +$5.56K +9 +1%
TCM
4070
Teza Capital Management
Illinois
$516K -$2.47M -4,001 -85%
CC
4071
Citrine Capital
California
$516K -$175K -283 -29%
KG
4072
Kilter Group
New York
$516K +$432K +699 New
VPI
4073
Value Partners Investments
Manitoba, Canada
$514K +$39.5K +64 +10%
AWP
4074
Axis Wealth Partners
Rhode Island
$513K +$53.8K +87 +14%
MA
4075
MKT Advisors
California
$513K -$34.6K -56 -7%
161 162
163
164 165