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Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
4051
Cetera Trust Company
Minnesota
$649K – – –
CPA
4052
Cathy Pareto & Associates
Florida
$649K +$14K +21 +2%
PCFFS
4053
Pacific Center for Financial Services
California
$648K – – –
MFG
4054
Mosaic Financial Group
Illinois
$648K -$38.1K -57 -5%
CS
4055
Capital Square
Tennessee
$648K +$92.2K +138 +16%
AWA
4056
A4 Wealth Advisors
North Carolina
$648K -$600K -898 -48%
BA
4057
BCM Advisors
Louisiana
$646K +$1.34K +2 +0.2%
AWMNY
4058
Arcadia Wealth Management (New York)
New York
$646K -$1.34K -2 -0.2%
CC
4059
Corsicana & Co
Texas
$646K +$124K +185 +23%
CCWP
4060
Cedar Cove Wealth Partners
Minnesota
$645K +$652K +977 New
GRA
4061
Golden Road Advisors
Florida
$644K +$41.4K +62 +7%
BFA
4062
Benedict Financial Advisors
Georgia
$644K +$160K +240 +33%
IA
4063
Inspire Advisors
Idaho
$644K -$668 -1 -0.1%
VAF
4064
Values Added Financial
District of Columbia
$644K -$152K -227 -19%
SJL
4065
Shayne & Jacobs LLC
Tennessee
$644K -$26.7K -40 -4%
LMFP
4066
Larry Mathis Financial Planning
Arizona
$640K +$648K +970 New
WCAMG
4067
Woodard & Company Asset Management Group
North Carolina
$640K -$692K -1,037 -52%
CFA
4068
CWS Financial Advisors
Michigan
$640K – – –
DWM
4069
Daner Wealth Management
Georgia
$639K +$26K +39 +4%
BBW
4070
Blue Barn Wealth
Utah
$638K -$478K -716 -43%
CAC
4071
Certified Advisory Corp
Florida
$638K -$52.8K -79 -8%
KWA
4072
Kondo Wealth Advisors
California
$636K +$112K +167 +21%
BFP
4073
Birchwood Financial Partners
Minnesota
$636K +$643K +963 New
TPW
4074
Tiller Private Wealth
Pennsylvania
$634K -$8.01K -12 -1%
LAS
4075
LWM Advisory Services
Florida
$633K +$2K +3 +0.3%
161 162
163
164 165