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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
4326
Axim Planning & Wealth
Ohio
$849K +$82.9K +251 +10%
CCM
4327
Chiron Capital Management
Florida
$848K -$139K -420 -14%
MWP
4328
Meredith Wealth Planning
Illinois
$844K +$497K +1,504 +129%
TLA
4329
Tanglewood Legacy Advisors
Texas
$844K +$330 +1 +0%
TC
4330
TAP Consulting
Missouri
$844K -$890K -2,693 -50%
SWAG
4331
Spectrum Wealth Advisory Group
California
$843K +$661 +2 +0.1%
CIAS
4332
CBIZ Investment Advisory Services
Ohio
$842K – – –
WCM
4333
Wallace Capital Management
Texas
$841K -$562K -1,700 -39%
MAM
4334
MMA Asset Management
Pennsylvania
$838K +$4.3K +13 +0.5%
MWM
4335
McNaughton Wealth Management
California
$836K -$43.3K -131 -5%
F4L
4336
Fortune 45 LLC
Louisiana
$835K +$66.4K +201 +8%
MFC
4337
Morris Financial Concepts
South Carolina
$833K -$7.27K -22 -0.8%
SMG
4338
Smart Money Group
Texas
$831K +$72.7K +220 +9%
AFIA
4339
America First Investment Advisors
Nebraska
$830K – – –
P
4340
Palladiem
Pennsylvania
$829K +$330 +1 +0%
BAMG
4341
Brand Asset Management Group
Missouri
$828K -$239K -722 -22%
RWM
4342
Raffa Wealth Management
District of Columbia
$825K +$330 +1 +0%
YWM
4343
Yoder Wealth Management
California
$824K -$240K -727 -22%
NCM
4344
Next Capital Management
New York
$824K +$36K +109 +4%
SIMG
4345
Stephens Investment Management Group
Texas
$823K – – –
GCM
4346
Glaxis Capital Management
Florida
$821K – – –
EL
4347
EWA LLC
Pennsylvania
$821K +$115K +348 +18%
NQWM
4348
Northwest Quadrant Wealth Management
Oregon
$818K +$18.8K +57 +2%
NFP
4349
Narus Financial Partners
Utah
$816K +$66.7K +202 +8%
CPWM
4350
Cypress Point Wealth Management
Texas
$815K +$853K +2,581 New
172 173
174
175 176