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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3801
Sterling Financial Planning
New Jersey
$393K -$11.6K -50 -3%
TFA
3802
TPG Financial Advisors
Oregon
$382K +$8.59K +37 +2%
MSWMA
3803
Market Street Wealth Management Advisors
Indiana
$378K – – –
AFG
3804
Affinia Financial Group
Massachusetts
$374K -$138K -594 -28%
BP
3805
BCK Partners
New York
$374K +$928 +4 +0.3%
CWM
3806
Chicago Wealth Management
Illinois
$370K +$364K +1,568 New
LIM
3807
Lagoda Investment Management
New York
$368K – – –
MWM
3808
McNaughton Wealth Management
California
$365K +$18.8K +81 +6%
ODIJL
3809
One Day In July LLC
Vermont
$365K +$34.3K +148 +11%
DC
3810
Defender Capital
North Carolina
$364K -$22.7K -98 -6%
TC
3811
Tatro Capital
Kentucky
$364K -$5.8K -25 -2%
BIA
3812
BHK Investment Advisors
Alabama
$363K – – –
HIM
3813
Hanlon Investment Management
New Jersey
$360K -$8.59K -37 -2%
BCM
3814
Beddow Capital Management
Wyoming
$360K – – –
BWM
3815
Benchmark Wealth Management
Connecticut
$359K -$27.8K -120 -7%
APC
3816
Asset Planning Corporation
Tennessee
$357K – – –
HWA
3817
Hilltop Wealth Advisors
North Carolina
$357K – – –
FI
3818
FormulaFolio Investments
Michigan
$355K -$18.5M -79,870 -98%
SM
3819
SG3 Management
Puerto Rico
$354K -$1.28M -5,500 -79%
AA
3820
AlphaMark Advisors
Kentucky
$354K -$38.5K -166 -10%
TP
3821
Truvvo Partners
New York
$354K +$696 +3 +0.2%
FWP
3822
Falcon Wealth Planning
California
$350K +$19K +82 +6%
RA
3823
Resolute Advisors
California
$350K +$416K +1,791 +1,480%
PA
3824
Prism Advisors
California
$349K -$38.1K -164 -10%
SCA
3825
Sippican Capital Advisors
Massachusetts
$347K – – –
151 152
153
154 155