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Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
4651
Vantage Financial Partners (Wisconsin)
Wisconsin
$997K +$195K +481 +25%
AWM
4652
Able Wealth Management
New Jersey
$996K +$31.2K +77 +3%
CWM
4653
Collaborative Wealth Management
Florida
$996K -$32K -79 -3%
SS
4654
Sound Stewardship
Kansas
$992K – – –
OFS
4655
Oldfather Financial Services
Nebraska
$991K -$28.3K -70 -3%
CFC
4656
Coyle Financial Counsel
Illinois
$991K +$29.6K +73 +3%
KIC
4657
Keating Investment Counselors
Florida
$987K -$466K -1,150 -33%
BWM
4658
Brickley Wealth Management
California
$986K -$157K -387 -14%
BWG
4659
Balanced Wealth Group
Ohio
$985K -$24.3K -60 -2%
BA
4660
Ballew Advisors
Mississippi
$985K +$24.3K +60 +3%
CPCP
4661
Cedar Point Capital Partners
Iowa
$984K -$6.07K -15 -0.6%
MA
4662
Mosaic Advisors
Texas
$984K -$71.2K -176 -7%
STCOSD
4663
Sageworth Trust Company of South Dakota
South Dakota
$982K +$945K +2,334 New
NFW
4664
Noble Family Wealth
Florida
$981K – – –
AWM
4665
Altus Wealth Management
Kentucky
$979K +$183K +451 +24%
RCM
4666
Ridgepath Capital Management
Tennessee
$978K +$564K +1,393 +149%
MM
4667
MQS Management
New York
$976K +$234K +579 +33%
TWA
4668
Trellis Wealth Advisors
California
$975K -$5.54M -13,673 -86%
FL
4669
Fort LP
Maryland
$966K -$133K -328 -13%
TC
4670
TAP Consulting
Missouri
$966K +$20.2K +50 +2%
C1AG
4671
Client 1st Advisory Group
Florida
$964K +$105K +260 +13%
XWM
4672
Xcel Wealth Management
Florida
$963K +$105K +259 +13%
EWM
4673
Echo Wealth Management
Minnesota
$963K +$926K +2,288 New
GOCP
4674
Great Oak Capital Partners
Massachusetts
$963K +$810 +2 +0.1%
CCA
4675
Conservest Capital Advisors
Pennsylvania
$959K +$14.6K +36 +2%
185 186
187
188 189