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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
4526
AFG Fiduciary Services
Massachusetts
$338K – – –
TLFA
4527
True Link Financial Advisors
California
$337K -$33.7K -132 -10%
WFPG
4528
Waller Financial Planning Group
Ohio
$336K – – –
CRG
4529
Cornerstone Retirement Group
Nevada
$335K +$58.2K +228 +24%
RCYC
4530
Richard C. Young & Co
Rhode Island
$334K +$296K +1,160 New
BBWP
4531
Beacon Bridge Wealth Partners
Pennsylvania
$334K +$79.8K +313 +37%
MFG
4532
MTM Financial Group
Pennsylvania
$333K +$1.53K +6 +0.5%
SMF
4533
Sterling Manor Financial
New York
$329K – – –
BP
4534
BCK Partners
New York
$328K – – –
TCFP
4535
Treasure Coast Financial Planning
Florida
$325K +$25.5K +100 +10%
HIS
4536
Harvest Investment Services
Illinois
$324K -$157K -616 -35%
CAG
4537
Compass Advisory Group
New York
$323K +$286K +1,120 New
DWM
4538
Dopkins Wealth Management
New York
$321K – – –
WIC
4539
Whitegate Investment Counselors
New Hampshire
$318K +$765 +3 +0.3%
RIA
4540
Retirement Investment Advisors
Oklahoma
$316K +$280K +1,096 New
FA
4541
Financial Alternatives
California
$315K – – –
TC
4542
TAGStone Capital
North Carolina
$314K +$510 +2 +0.2%
KCM
4543
KM Capital Management
Texas
$313K +$277K +1,087 New
F
4544
Fithian
New York
$313K +$255 +1 +0.1%
MIAS
4545
Mason Investment Advisory Services
Virginia
$313K -$332K -1,302 -55%
LWIC
4546
Leith Wheeler Investment Counsel
British Columbia, Canada
$313K -$102K -398 -27%
SC
4547
Steph & Co
Wisconsin
$312K – – –
BSG
4548
Black Swift Group
Colorado
$311K -$69.1K -271 -20%
AA
4549
AlphaMark Advisors
Kentucky
$311K -$16.1K -63 -6%
CFO
4550
Custos Family Office
Texas
$311K +$26.8K +105 +11%
180 181
182
183 184