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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
4176
Kennicott Capital Management
California
$491K – – –
WDL
4177
Well Done LLC
Michigan
$491K +$6.7K +9 +1%
LRWM
4178
Lord & Richards Wealth Management
Colorado
$491K +$29.8K +40 +6%
SWRP
4179
Summit Wealth & Retirement Planning
California
$490K +$4.47K +6 +0.9%
ATI
4180
ARK & TLK Investments
Oklahoma
$488K -$101K -136 -17%
YCG
4181
Yeomans Consulting Group
Georgia
$487K +$45.4K +61 +10%
BAMG
4182
Brand Asset Management Group
Missouri
$487K +$197K +265 +67%
VW
4183
Veridan Wealth
Oregon
$487K +$493K +663 New
NCMW
4184
Northern Capital Management (Washington)
Washington
$486K +$5.21K +7 +1%
MIM
4185
Martin Investment Management
Florida
$485K +$246K +330 +100%
FF
4186
Foronjy Financial
California
$484K +$107K +144 +28%
SP
4187
Sequent Planning
Nebraska
$483K +$44.7K +60 +10%
WFPG
4188
Waller Financial Planning Group
Ohio
$483K – – –
AG
4189
Advocate Group
Minnesota
$482K – – –
PM
4190
Pembroke Management
Quebec, Canada
$481K -$7.44K -10 -2%
MWA
4191
MFA Wealth Advisors
Pennsylvania
$481K +$7.44K +10 +2%
CICC
4192
Capital Investment Counsel (Colorado)
Colorado
$481K +$60.3K +81 +14%
PFA
4193
Pettinga Financial Advisors
Indiana
$479K +$7.44K +10 +2%
AFGAS
4194
Allegiance Financial Group Advisory Services
Virginia
$478K +$484K +650 New
CFA
4195
Cahill Financial Advisors
Minnesota
$475K +$2.23K +3 +0.5%
SCM
4196
Sollinda Capital Management
Florida
$475K +$20.1K +27 +4%
PWMG
4197
Private Wealth Management Group
New Jersey
$474K +$1.49K +2 +0.3%
KFP
4198
Kerr Financial Planning
California
$474K +$581K +781 New
EWM
4199
Echo Wealth Management
Minnesota
$474K -$6.7K -9 -1%
SWM
4200
Seed Wealth Management
Illinois
$473K -$912K -1,226 -66%
166 167
168
169 170