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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4151
Brickley Wealth Management
California
$696K -$99.4K -414 -12%
WFA
4152
Websterrogers Financial Advisors
South Carolina
$695K – – –
DWM
4153
Defined Wealth Management
Oregon
$694K – – –
HP
4154
Hilltop Partners
Indiana
$693K +$694K +2,891 New
LFA
4155
Lauterbach Financial Advisors
Texas
$693K -$33.8K -141 -5%
HPCM
4156
Hunter Perkins Capital Management
Illinois
$693K +$24K +100 +4%
FPIS
4157
Financial Planning & Information Services
Wisconsin
$693K -$19.4K -81 -3%
CFP
4158
Curran Financial Partners
South Carolina
$692K -$177K -736 -20%
AAM
4159
Austin Asset Management
Texas
$692K – – –
CCP
4160
Carmel Capital Partners
California
$691K +$127K +530 +23%
CPG
4161
Cornerstone Planning Group
New Jersey
$688K +$712K +2,967 New
WEPOG
4162
Wealth Enhancement & Preservation of GA
Georgia
$687K +$184K +767 +37%
HNWA
4163
Henrickson Nauta Wealth Advisors
Michigan
$686K -$29K -121 -4%
DI
4164
DDFG Inc
California
$685K +$686K +2,858 New
MWM
4165
McNaughton Wealth Management
California
$685K +$24.5K +102 +4%
CWM
4166
Cherrydale Wealth Management
New Jersey
$682K -$426K -1,774 -38%
NQWM
4167
Northwest Quadrant Wealth Management
Oregon
$682K +$1.44K +6 +0.2%
HA
4168
HFG Advisors
Ohio
$676K – – –
GCM
4169
G2 Capital Management
Ohio
$675K – – –
ODG
4170
O'Dell Group
Ohio
$674K +$29K +121 +4%
MFC
4171
Morris Financial Concepts
South Carolina
$673K +$85.2K +355 +14%
ETIA
4172
Epic Trust Investment Advisors
Washington
$670K -$127K -529 -16%
WA
4173
Wealthstar Advisors
Texas
$669K -$21.4K -89 -3%
JTWM
4174
Jackson Thornton Wealth Management
Alabama
$669K +$160K +666 +31%
SPI
4175
Sutton Place Investors
New York
$669K +$25.2K +105 +4%
165 166
167
168 169