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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
4301
Conrad Siegel Investment Advisors
Pennsylvania
$1.69M -$398K -983 -20%
FWSM
4302
First Wilshire Securities Management
California
$1.68M – – –
DWA
4303
Delos Wealth Advisors
Texas
$1.68M +$212K +524 +15%
SPP
4304
Single Point Partners
Massachusetts
$1.68M -$62.7K -155 -4%
CF
4305
Corrigan Financial
Rhode Island
$1.67M -$37.2K -92 -2%
BWA
4306
BlueChip Wealth Advisors
Georgia
$1.67M -$203K -501 -11%
WFAG
4307
Wescott Financial Advisory Group
Pennsylvania
$1.67M -$242K -598 -13%
SPA
4308
Sentinel Pension Advisors
Massachusetts
$1.67M -$13.4K -33 -0.8%
HA
4309
Hofer & Associates
California
$1.67M +$40.5K +100 +3%
RI
4310
Rinkey Investments
California
$1.67M +$52.6K +130 +3%
CWA
4311
Centennial Wealth Advisory
Michigan
$1.66M +$133K +329 +9%
PS
4312
Planned Solutions
California
$1.66M +$15K +37 +0.9%
LCM
4313
Landscape Capital Management
New Jersey
$1.66M +$1.59M +3,938 New
EMAM
4314
Encompass More Asset Management
California
$1.66M -$82.2K -203 -5%
CIR
4315
Clear Investment Research
Georgia
$1.65M -$15.8K -39 -1%
SFM
4316
Systematic Financial Management
New Jersey
$1.65M – – –
RWG
4317
Ratio Wealth Group
Colorado
$1.65M – – –
LP
4318
LGL Partners
Pennsylvania
$1.64M +$85K +210 +6%
MRWM
4319
ML&R Wealth Management
Texas
$1.64M +$7.69K +19 +0.5%
DCM
4320
Davis Capital Management
Florida
$1.63M +$2.83K +7 +0.2%
MC
4321
McMorgan & Co
California
$1.63M -$16.2K -40 -1%
VPP
4322
Vertex Planning Partners
Illinois
$1.63M -$259K -640 -14%
JA
4323
JVL Associates
Michigan
$1.62M +$326K +805 +26%
NWMG
4324
National Wealth Management Group
Ohio
$1.62M +$66.4K +164 +4%
PWA
4325
Peterson Wealth Advisors
Utah
$1.61M -$4.05K -10 -0.3%
171 172
173
174 175