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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
4101
JMG Financial Group
Illinois
$1.94M -$20.3K -57 -1%
KCM
4102
KRS Capital Management
Michigan
$1.94M -$13.5K -38 -0.7%
CCA
4103
Cravens & Co Advisors
Tennessee
$1.94M -$37K -104 -2%
CA
4104
Claris Advisors
Missouri
$1.93M +$712 +2 +0%
B
4105
BetterWealth
California
$1.93M +$38.8K +109 +2%
MC
4106
Maren Capital
Illinois
$1.93M +$1.83M +5,134 New
AFA
4107
Arlington Financial Advisors
California
$1.93M +$233K +654 +15%
CWM
4108
CarsonAllaria Wealth Management
Illinois
$1.93M -$81.5K -229 -4%
CGF
4109
Constant Guidance Financial
Massachusetts
$1.92M +$1.11M +3,126 +157%
ACC
4110
Acorn Creek Capital
Colorado
$1.92M +$1.82M +5,117 New
LC
4111
Lavaca Capital
Texas
$1.92M -$7.19M -20,205 -80%
IIM
4112
Ironwood Investment Management
Massachusetts
$1.92M +$24.9K +70 +1%
PA
4113
Planning Alternatives
Michigan
$1.92M +$19.2K +54 +1%
JWWM
4114
Johnson & White Wealth Management
Pennsylvania
$1.92M -$18.2K -51 -1%
WGCA
4115
Wolf Group Capital Advisors
Virginia
$1.91M +$18.5K +52 +0.9%
MWC
4116
MBM Wealth Consultants
Missouri
$1.91M +$102K +286 +7%
LWM
4117
Lionsbridge Wealth Management
Florida
$1.89M +$2.49K +7 +0.1%
WIC
4118
Wilkins Investment Counsel
Massachusetts
$1.89M +$810K +2,276 +83%
HFP
4119
Holistic Financial Partners
Indiana
$1.89M +$61.2K +172 +4%
WFA
4120
WMG Financial Advisors
Tennessee
$1.88M -$69.4K -195 -4%
MCM
4121
Mainstay Capital Management
Michigan
$1.88M +$708K +1,988 +66%
SWRP
4122
Summit Wealth & Retirement Planning
California
$1.88M -$243K -682 -12%
IFA
4123
Index Fund Advisors
California
$1.88M -$225K -633 -11%
LI
4124
Latash Investments
Alaska
$1.88M – – –
OIM
4125
Opus Investment Management
Massachusetts
$1.88M – – –
163 164
165
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