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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
4526
Second Half Financial Partners
Florida
$1.35M +$1.34M +3,144 New
PFM
4527
Peak Financial Management
Massachusetts
$1.35M -$18.4K -43 -1%
WCP
4528
Welch Capital Partners
New York
$1.35M – – –
RI
4529
Ridgewood Investments
New Jersey
$1.35M -$477K -1,116 -26%
PIS
4530
POM Investment Strategies
North Carolina
$1.35M +$6.41K +15 +0.5%
LFS
4531
Lutz Financial Services
Nebraska
$1.34M +$13.3K +31 +1%
FGG
4532
Financial Guidance Group
Florida
$1.34M – – –
LRIC
4533
Long Road Investment Counsel
Michigan
$1.34M – – –
SCP
4534
Stevens Capital Partners
Nebraska
$1.34M +$115K +268 +9%
TWP
4535
Tower Wealth Partners
Pennsylvania
$1.34M +$44.5K +104 +3%
CIG
4536
Cairn Investment Group
Washington
$1.33M -$37.2K -87 -3%
BF
4537
Brogan Financial
Tennessee
$1.33M +$2.99K +7 +0.2%
LIA
4538
LifePlan Investment Advisors
North Carolina
$1.33M +$22.2K +52 +2%
PCM
4539
Presidio Capital Management
California
$1.33M +$124K +290 +10%
GC
4540
Gibson Capital
Pennsylvania
$1.33M – – –
SIC
4541
Schwartz Investment Counsel
Michigan
$1.32M -$42.7K -100 -3%
AWM
4542
Aspire Wealth Management
Massachusetts
$1.32M +$855 +2 +0.1%
VFP
4543
Verus Financial Partners
Virginia
$1.32M +$19.7K +46 +1%
RWRC
4544
R.W. Roge & Company
New York
$1.32M -$83.4K -195 -6%
UPS
4545
UHLMANN PRICE SECURITIES
Illinois
$1.32M +$1.31M +3,068 New
WA
4546
Westfuller Advisors
New York
$1.32M +$1.31M +3,067 New
SFC
4547
Sprinkle Financial Consultants
Colorado
$1.32M -$22.7K -53 -2%
MWM
4548
McNaughton Wealth Management
California
$1.31M +$18K +42 +1%
IWP
4549
Innova Wealth Partners
Pennsylvania
$1.31M -$989K -2,314 -43%
ACM
4550
Arlington Capital Management
Illinois
$1.31M -$32.1K -75 -2%
180 181
182
183 184