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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
4101
Asset Planning Corporation
Tennessee
$931K – – –
JTWM
4102
Jackson Thornton Wealth Management
Alabama
$929K +$110K +433 +16%
RGF
4103
Retirement Guys Formula
Ohio
$926K +$73.5K +288 +10%
CW
4104
Cook Wealth
North Carolina
$924K +$17.9K +70 +2%
FWMM
4105
Foundation Wealth Management (Missouri)
Missouri
$923K -$396K -1,551 -33%
PD
4106
Planning Directions
Pennsylvania
$923K +$1.79K +7 +0.2%
AWA
4107
Alaska Wealth Advisors
Alaska
$920K – – –
HWM
4108
HighMark Wealth Management
Minnesota
$919K +$312K +1,224 +62%
CWA
4109
Centennial Wealth Advisory
Michigan
$919K +$131K +512 +19%
AWM
4110
Aspire Wealth Management
Massachusetts
$916K +$12.2K +48 +2%
CCM
4111
Colorado Capital Management
Colorado
$915K -$51K -200 -6%
MFA
4112
McClarren Financial Advisors
Pennsylvania
$911K +$510 +2 +0.1%
RBCM
4113
Raub Brock Capital Management
California
$910K +$223K +875 +38%
WCWM
4114
Willow Creek Wealth Management
California
$907K -$1.27K -5 -0.2%
GWSA
4115
Global Wealth Strategies & Associates
Colorado
$906K -$251K -984 -24%
VW
4116
Vance Wealth
California
$906K +$267K +1,048 +50%
QT
4117
Quantamental Technologies
New York
$903K -$1.14M -4,486 -59%
CSIA
4118
Charles Schwab Investment Advisory
California
$902K -$11.2K -44 -1%
RA
4119
Rise Advisors
New York
$901K -$137K -538 -15%
EGWAG
4120
Elwood & Goetz Wealth Advisory Group
Georgia
$900K +$6.38K +25 +0.8%
CCA
4121
Conestoga Capital Advisors
Pennsylvania
$899K -$10.2K -40 -1%
LRIC
4122
Long Road Investment Counsel
Michigan
$899K – – –
KWM
4123
KFG Wealth Management
Indiana
$899K -$1.02K -4 -0.1%
OPFM
4124
Optimus Prime Fund Management
Cayman Islands
$894K +$791K +3,100 New
RRA
4125
Round Rock Advisors
Connecticut
$891K -$95.4K -374 -11%
163 164
165
166 167