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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
4801
Monument Group Wealth Advisors
Massachusetts
$826K – – –
CWAF
4802
Core Wealth Advisors (Florida)
Florida
$826K +$124K +294 +19%
LAM
4803
Lingohr Asset Management
Germany
$826K +$17.3K +41 +2%
CFG
4804
Compton Financial Group
Maryland
$825K +$422 +1 +0.1%
FFP
4805
Forbes Financial Planning
Rhode Island
$825K – – –
FG
4806
Fairman Group
Pennsylvania
$824K – – –
TWM
4807
TSA Wealth Management
Texas
$824K +$111K +263 +17%
PCMM
4808
Piedmont Capital Management (Montana)
Montana
$822K – – –
HPCM
4809
Hunter Perkins Capital Management
Illinois
$822K -$84.5K -200 -10%
GF
4810
Goodman Financial
Texas
$818K +$773K +1,830 New
DWA
4811
Delta Wealth Advisors
Indiana
$817K +$49K +116 +7%
KBG
4812
Kahn Brothers Group
New York
$817K -$31.7K -75 -4%
FIC
4813
Family Investment Center
Missouri
$810K +$23.6K +56 +3%
SPW
4814
Surience Private Wealth
Washington
$806K – – –
AWMNH
4815
Arcadia Wealth Management (New Hampshire)
New Hampshire
$805K +$23.2K +55 +3%
EPP
4816
ETF Portfolio Partners
Kansas
$800K – – –
GA
4817
Gordian Advisors
Arizona
$798K -$4.65K -11 -0.6%
AWM
4818
AAF Wealth Management
Massachusetts
$793K +$93.3K +221 +14%
BF
4819
Blankinship & Foster
California
$782K +$422 +1 +0.1%
SVWG
4820
Shared Vision Wealth Group
United States
$778K +$290K +687 +65%
SWM
4821
Shakespeare Wealth Management
Wisconsin
$778K +$11.8K +28 +2%
BFG
4822
Baron Financial Group
New Jersey
$777K -$221K -524 -23%
DFA
4823
DHJJ Financial Advisors
Illinois
$776K +$11.4K +27 +2%
ACA
4824
American Capital Advisory
Idaho
$772K +$289K +684 +50%
CPA
4825
Clear Point Advisors
New York
$770K +$845 +2 +0.1%
191 192
193
194 195