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Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
4601
Financial Network Wealth Advisors
Utah
$305K +$110K +172 +48%
VPP
4602
Vertex Planning Partners
Illinois
$304K -$33.3K -52 -9%
CWIG
4603
Chung Wu Investment Group
Texas
$303K -$641K -1,000 -65%
MHIC
4604
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
WTFG
4605
Wood Tarver Financial Group
Idaho
$303K +$18.6K +29 +6%
ARA
4606
Approach Retirement Advisors
Alabama
$302K +$57.7K +90 +21%
MTC
4607
McDaniel Terry & Co
Texas
$302K +$64.7K +101 +24%
TA
4608
TrueWealth Advisors
Alabama
$301K -$568K -886 -63%
BHWM
4609
Bay Harbor Wealth Management
Maryland
$299K +$17.9K +28 +6%
WBCM
4610
Wilson & Boucher Capital Management
California
$299K +$3.2K +5 +1%
KFS
4611
Kurt F. Somerville
$299K -$19.9K -31 -6%
AR
4612
Apeiron RIA
Texas
$298K -$93.6K -146 -22%
TC
4613
Tacita Capital
Ontario, Canada
$298K – – –
RWA
4614
Resolute Wealth Advisor
Ohio
$298K +$334K +521 New
KFG
4615
Kropog Financial Group
Louisiana
$298K -$641 -1 -0.2%
AFA
4616
Arlington Financial Advisors
California
$298K -$2.56K -4 -0.8%
LCG
4617
Luxor Capital Group
New York
$298K – – –
SW
4618
SMART Wealth
Nebraska
$297K – – –
OCM
4619
Orion Capital Management
California
$297K +$39.7K +62 +14%
NIA
4620
NBZ Investment Advisors
Tennessee
$296K – – –
CCA
4621
Cadent Capital Advisors
Oklahoma
$295K +$5.77K +9 +2%
SCM
4622
Stordahl Capital Management
Colorado
$295K -$3.2K -5 -1%
SIAM
4623
Sterling Investment Advisors (Missouri)
Missouri
$294K +$641 +1 +0.2%
RPGNY
4624
Retirement Planning Group (New York)
New York
$294K +$50.6K +79 +18%
VRM
4625
Vectors Research Management
New York
$294K +$329K +513 New
183 184
185
186 187