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Name Holding Trade Value Shares
Change 		Change in
Stake
ODA
4701
One Degree Advisors
California
$1M +$83.6K +198 +10%
HI
4702
Harper Investing
California
$1M +$536K +1,270 +131%
AWA
4703
Arbor Wealth Advisors
Michigan
$1M -$10.6K -25 -1%
TC
4704
TAP Consulting
Missouri
$1M -$23.6K -56 -2%
TA
4705
TKG Advisors
Indiana
$998K -$102K -241 -10%
AWP
4706
Avid Wealth Partners
Texas
$998K -$110K -260 -10%
ETS
4707
ESL Trust Services
New York
$995K +$72.2K +171 +8%
OCFG
4708
O'Connor Financial Group
Illinois
$994K +$4.22K +10 +0.5%
WFL
4709
Wealth Forward LLC
North Dakota
$993K +$82.4K +195 +10%
RL
4710
Retireful LLC
Michigan
$993K +$938K +2,221 New
T
4711
TNF
Montana
$992K +$84.9K +201 +10%
CFC
4712
Coyle Financial Counsel
Illinois
$991K – – –
HIA
4713
HTG Investment Advisors
Connecticut
$990K -$21.1K -50 -2%
HCM
4714
Horrell Capital Management
Arkansas
$988K – – –
JDR
4715
Jay D. Rosenbaum
$986K -$110K -260 -11%
AI
4716
Auour Investments
Massachusetts
$984K – – –
GCIA
4717
Gabelli & Co Investment Advisers
New York
$983K – – –
MM
4718
Meridian Management
Arkansas
$982K +$47.3K +112 +5%
AFS
4719
Annapolis Financial Services
Maryland
$982K +$11.4K +27 +1%
BWG
4720
Balanced Wealth Group
Ohio
$974K -$108K -256 -11%
GCL
4721
Gouws Capital LLC
North Carolina
$974K – – –
MWM
4722
Melfa Wealth Management
Massachusetts
$974K +$114K +270 +14%
HFW
4723
Horizon Family Wealth
Illinois
$972K -$16.9K -40 -2%
PIWA
4724
Prevail Innovative Wealth Advisors
Kansas
$970K +$69.7K +165 +8%
KCM
4725
Kendall Capital Management
Maryland
$969K +$43.5K +103 +5%
187 188
189
190 191