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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
4601
Stuart Chaussee & Associates
California
$1.08M +$202K +500 +24%
AFIA
4602
America First Investment Advisors
Nebraska
$1.08M +$405 +1 +0%
WFP
4603
Wrenne Financial Planning
Kentucky
$1.08M -$34M -83,962 -97%
CIA
4604
Caerus Investment Advisors
Texas
$1.08M – – –
IW
4605
Instrumental Wealth
Florida
$1.08M +$54.7K +135 +6%
SM
4606
Sensible Money
Arizona
$1.07M +$47.4K +117 +5%
GCWM
4607
Graham Capital Wealth Management
District of Columbia
$1.07M -$7.29K -18 -0.7%
VFA
4608
Virtus Fund Advisers
Connecticut
$1.07M +$1.03M +2,552 New
NFP
4609
Narus Financial Partners
Utah
$1.07M -$40.1K -99 -4%
BMD
4610
Better Money Decisions
New Mexico
$1.07M +$40.9K +101 +4%
BWA
4611
Boulder Wealth Advisors
Colorado
$1.07M +$1.03M +2,544 New
CCM
4612
Carmel Capital Management
California
$1.07M -$2.02K -5 -0.2%
YWM
4613
Yoder Wealth Management
California
$1.07M -$59.1K -146 -5%
MWP
4614
Meredith Wealth Planning
Illinois
$1.06M +$6.07K +15 +0.6%
DWM
4615
Dopkins Wealth Management
New York
$1.06M +$81.4K +201 +9%
CPG
4616
Cornerstone Planning Group
New Jersey
$1.06M -$87.4K -216 -8%
SW
4617
Signify Wealth
Missouri
$1.06M +$119K +294 +13%
MAM
4618
MMA Asset Management
Pennsylvania
$1.05M -$5.26K -13 -0.5%
AG
4619
Artal Group
Luxembourg
$1.05M – – –
BCM
4620
Basso Capital Management
Connecticut
$1.05M – – –
AWP
4621
Avid Wealth Partners
Texas
$1.05M +$61.9K +153 +7%
SRCM
4622
Signature Resources Capital Management
California
$1.04M – – –
TA
4623
TKG Advisors
Indiana
$1.04M +$207K +511 +26%
KL
4624
KilterHowling LLC
Colorado
$1.04M +$116K +286 +13%
CFS
4625
CGC Financial Services
Oregon
$1.04M +$21.5K +53 +2%
183 184
185
186 187