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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
4151
Brooklyn FI
New York
$583K +$118K +177 +25%
BWS
4152
Broadway Wealth Solutions
Texas
$582K +$30.7K +46 +6%
LIA
4153
LifePlan Investment Advisors
North Carolina
$582K +$17.4K +26 +3%
HWMG
4154
Hurlow Wealth Management Group
Indiana
$581K +$42.7K +64 +8%
BF
4155
Baring Financial
Washington
$580K +$60.8K +91 +12%
FI
4156
Financial Insights
Washington
$580K -$53.4K -80 -8%
WA1
4157
Wimmer Associates 1
California
$580K +$80.1K +120 +16%
TAM
4158
Trillium Asset Management
Massachusetts
$580K -$13.4K -20 -2%
SPAS
4159
Spectrum Planning & Advisory Services
California
$580K – – –
PIA
4160
Powell Investment Advisors
Florida
$578K +$239K +358 +69%
MUMSS
4161
Mitsubishi UFJ Morgan Stanley Securities
Japan
$578K +$585K +876 New
E3F
4162
Eight 31 Financial
Texas
$578K – – –
DWAM
4163
Duncan Williams Asset Management
Tennessee
$577K +$52.8K +79 +10%
PBC
4164
Pavion Blue Capital
California
$576K – – –
SWM
4165
SFG Wealth Management
Maryland
$576K – – –
LJHT
4166
Laurie J. Hall Trustee
$574K – – –
AM
4167
Atwater Malick
Pennsylvania
$574K – – –
BAWM
4168
Bennett Associates Wealth Management
Pennsylvania
$572K +$154K +231 +36%
SWRP
4169
Summit Wealth & Retirement Planning
California
$570K +$131K +196 +29%
DRP
4170
Decker Retirement Planning
Utah
$569K -$668 -1 -0.1%
CG
4171
Curat Global
New Hampshire
$568K – – –
WWA
4172
Wisconsin Wealth Advisors
Wisconsin
$568K -$18.7K -28 -3%
DWM
4173
Darwin Wealth Management
Florida
$567K +$215K +322 +60%
TF
4174
Tudor Financial
Ohio
$566K +$70.1K +105 +14%
W
4175
WorthPointe
California
$566K +$104K +155 +22%
165 166
167
168 169