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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
4301
Atlas Financial Advisors
California
$893K +$453K +1,371 +94%
GWM
4302
Grand Wealth Management
Michigan
$892K +$210K +634 +29%
DI
4303
DDFG Inc
California
$892K -$5.29K -16 -0.6%
AFS
4304
Axiom Financial Strategies
Indiana
$891K -$23.1K -70 -2%
FFWM
4305
Future Financial Wealth Management
Ohio
$885K +$2.31K +7 +0.3%
IF
4306
Insight Folios
North Carolina
$885K -$2.31K -7 -0.2%
FP
4307
Foundry Partners
Minnesota
$881K +$213K +645 +30%
CIS
4308
Continental Investors Services
Washington
$878K -$872K -2,639 -49%
TWP
4309
Tower Wealth Partners
Pennsylvania
$876K +$42K +127 +5%
JA
4310
JVL Associates
Michigan
$876K +$40.6K +123 +5%
WA
4311
Waterford Advisors
New York
$875K +$50.9K +154 +6%
UWM
4312
USAdvisors Wealth Management
Minnesota
$875K +$128K +387 +16%
GAM
4313
Garrison Asset Management
Arkansas
$872K – – –
AFO
4314
Arrowroot Family Office
California
$871K -$486K -1,471 -35%
WIC
4315
Wilkins Investment Counsel
Massachusetts
$868K +$115K +349 +15%
DCBT
4316
Dakota Community Bank & Trust
North Dakota
$868K -$68.4K -207 -7%
CS
4317
Capital Square
Tennessee
$868K -$1.65K -5 -0.2%
MSWMA
4318
Market Street Wealth Management Advisors
Indiana
$867K +$385K +1,164 +74%
BF
4319
Brogan Financial
Tennessee
$867K – – –
GCWM
4320
Graham Capital Wealth Management
District of Columbia
$864K – – –
AL
4321
ACAS LLC
California
$864K +$53.5K +162 +6%
MFA
4322
Morling Financial Advisors
California
$861K -$60.5K -183 -6%
WF
4323
Warner Financial
Maryland
$857K +$330 +1 +0%
JWS
4324
Juncture Wealth Strategies
Arizona
$857K +$19.8K +60 +2%
EW
4325
Element Wealth
Mississippi
$855K -$24.5K -74 -3%
171 172
173
174 175