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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3776
FSA Wealth Management
Massachusetts
$1.03M +$1.17M +4,445 New
AFA
3777
Arlington Financial Advisors
California
$1.03M -$13.5K -51 -1%
HFP
3778
Holistic Financial Partners
Indiana
$1.03M +$39.6K +150 +3%
TFA
3779
Trinity Financial Advisors
Ohio
$1.03M +$1.17M +4,430 New
D
3780
Dentgroup
Louisiana
$1.03M +$420K +1,591 +53%
MCC
3781
Malaga Cove Capital
California
$1.03M -$27.2K -103 -2%
DWA
3782
Dougherty Wealth Advisers
Minnesota
$1.03M – – –
CBOR
3783
Community Bank of Raymore
Missouri
$1.03M +$264K +1,000 +29%
CAIMH
3784
Central Asset Investments & Management Holdings
Hong Kong
$1.02M +$259K +979 +29%
CIA
3785
Capital Impact Advisors
Massachusetts
$1.02M -$386K -1,460 -25%
BA
3786
Bridge Advisory
California
$1.02M +$54.9K +208 +5%
AWM
3787
Abound Wealth Management
Tennessee
$1.02M +$153K +579 +15%
AWMG
3788
Alliance Wealth Management Group
New Jersey
$1.02M – – –
MFT
3789
Moisand Fitzgerald Tamayo
Florida
$1.02M +$127K +481 +12%
IAG
3790
Investmark Advisory Group
Connecticut
$1.02M +$323K +1,222 +39%
CS
3791
Capital Square
Tennessee
$1.01M +$5.02K +19 +0.4%
VBFP
3792
Valtinson Bruner Financial Planning
Minnesota
$1.01M +$34.6K +131 +3%
QIM
3793
Quantitative Investment Management
Virginia
$1.01M +$1.15M +4,353 New
WMS
3794
Wealth Management Solutions
Pennsylvania
$1M +$1.58K +6 +0.1%
TC
3795
Tacita Capital
Ontario, Canada
$1M – – –
1IA
3796
1620 Investment Advisors
Massachusetts
$1M +$10.6K +40 +0.9%
B
3797
BetterWealth
California
$1M +$137K +519 +14%
PWS
3798
Paragon Wealth Strategies
Florida
$1M -$153K -581 -12%
MAWCM
3799
Mine & Arao Wealth Creation & Management
California
$1M +$31.4K +119 +3%
FWP
3800
Falcon Wealth Planning
California
$999K +$71.8K +272 +7%
150 151
152
153 154