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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
3976
Lockerman Financial Group
California
$996K +$961K +2,963 New
AA
3977
Aufman Associates
Pennsylvania
$995K -$113K -347 -10%
SCM
3978
Stordahl Capital Management
Colorado
$995K -$21.7K -67 -2%
VBWMG
3979
Von Berge Wealth Management Group
California
$995K +$1.04M +3,200 New
ETS
3980
ESL Trust Services
New York
$989K +$64.8K +200 +7%
FEM
3981
Fulcrum Equity Management
Texas
$987K +$30.5K +94 +3%
SAM
3982
Simplify Asset Management
Nevada
$984K +$484K +1,492 +104%
AWM
3983
Avaii Wealth Management
Wisconsin
$984K +$949K +2,927 New
RIA
3984
Richwood Investment Advisors
Ohio
$982K +$947K +2,921 New
PPWP
3985
Proquility Private Wealth Partners
Nevada
$980K -$147K -452 -12%
MAM
3986
Marquette Asset Management
Minnesota
$980K -$6.16K -19 -0.6%
WWM
3987
WJ Wealth Management
Arizona
$979K +$1.3K +4 +0.1%
C
3988
Covestor
United Kingdom
$974K +$939K +2,896 New
DWM
3989
Defined Wealth Management
Oregon
$973K – – –
LFA
3990
Lauterbach Financial Advisors
Texas
$972K +$937K +2,890 New
CFA
3991
Camarda Financial Advisors
Florida
$968K +$170K +524 +22%
TIM
3992
Total Investment Management
Arizona
$966K +$45.1K +139 +5%
HIM
3993
Hanlon Investment Management
New Jersey
$965K +$11.3K +35 +1%
LRIC
3994
Long Road Investment Counsel
Michigan
$963K – – –
JCIA
3995
Jackson Creek Investment Advisors
Colorado
$961K -$96.6K -298 -9%
SWAG
3996
Spectrum Wealth Advisory Group
California
$961K +$193K +594 +26%
AWM
3997
Aspire Wealth Management
Massachusetts
$960K +$926K +2,855 New
WCWM
3998
Willow Creek Wealth Management
California
$954K -$15.9K -49 -2%
SWM
3999
Shelton Wealth Management
Texas
$953K +$919K +2,834 New
HCP
4000
Holt Capital Partners
Texas
$952K – – –
158 159
160
161 162