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Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
4026
Spectrum Wealth Advisory Group
California
$872K -$8.42K -28 -1%
FSG
4027
Financial Strategies Group
Michigan
$871K +$85.4K +284 +11%
LWA
4028
Lowe Wealth Advisors
Maryland
$870K +$301 +1 +0%
AWM
4029
Aprio Wealth Management
Georgia
$870K +$51.1K +170 +6%
FP
4030
Fiduciary Planning
Florida
$864K -$447K -1,486 -35%
TIM
4031
Total Investment Management
Arizona
$863K -$22.6K -75 -3%
OGF
4032
Orin Green Financial
California
$860K +$166K +553 +25%
WCWM
4033
Willow Creek Wealth Management
California
$858K -$16.5K -55 -2%
RIA
4034
Richwood Investment Advisors
Ohio
$854K -$45.1K -150 -5%
PI
4035
Pachira Investments
California
$852K -$405K -1,346 -33%
CCM
4036
Chiron Capital Management
Florida
$852K +$2.41K +8 +0.3%
FFC
4037
Fure Financial Corporation
Minnesota
$852K +$622K +2,066 +296%
NWM
4038
Nauset Wealth Management
Connecticut
$849K +$96.9K +322 +13%
NCM
4039
Next Capital Management
New York
$847K – – –
JCIA
4040
Jackson Creek Investment Advisors
Colorado
$846K -$34.3K -114 -4%
WFAG
4041
Wescott Financial Advisory Group
Pennsylvania
$846K +$309K +1,026 +60%
EA
4042
Eclectic Associates
California
$844K +$4.51K +15 +0.6%
CIS
4043
Continental Investors Services
Washington
$843K +$12.6K +42 +2%
WFA
4044
Wade Financial Advisory
California
$842K +$543K +1,804 +195%
ETS
4045
ESL Trust Services
New York
$841K -$64.7K -215 -7%
PWS
4046
Private Wealth Strategies
Ohio
$841K +$161K +535 +24%
WIC
4047
Wilkins Investment Counsel
Massachusetts
$840K -$30.1K -100 -4%
SCA
4048
Stuart Chaussee & Associates
California
$840K +$45.1K +150 +6%
MA
4049
MAS Advisors
Florida
$837K +$26.2K +87 +3%
CRIG
4050
Charter Research & Investment Group
Connecticut
$836K +$3.61K +12 +0.4%
160 161
162
163 164