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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4801
AJ Advisors
Tennessee
$1.6M -$9.55K -22 -0.7%
HIS
4802
Harvest Investment Services
Illinois
$1.59M -$24.3K -56 -2%
JRFS
4803
James Reed Financial Services
Ohio
$1.59M +$17.4K +40 +1%
CG
4804
Castellan Group
Kentucky
$1.59M -$15.4M -35,367 -92%
HNWA
4805
Henrickson Nauta Wealth Advisors
Michigan
$1.59M +$94.2K +217 +7%
HCC
4806
Hirtle Callaghan & Co
Pennsylvania
$1.59M -$571K -1,316 -29%
MFS
4807
Miller Financial Services
Michigan
$1.59M -$9.55K -22 -0.7%
SFC
4808
Sprinkle Financial Consultants
Colorado
$1.58M -$40.8K -94 -3%
IAG
4809
Ipsen Advisor Group
Arkansas
$1.58M +$53.4K +123 +4%
APC
4810
Asset Planning Corporation
Tennessee
$1.58M +$434 +1 +0%
LFS
4811
Lutz Financial Services
Nebraska
$1.57M +$59.9K +138 +5%
QFPS
4812
Quantum Financial Planning Services
Washington
$1.57M -$317K -731 -19%
AWA
4813
Arbor Wealth Advisors
Michigan
$1.57M – – –
CAM
4814
CPA Asset Management
Florida
$1.57M -$6.51K -15 -0.5%
BPW
4815
BLVD Private Wealth
Kentucky
$1.57M +$1.37M +3,150 New
EWM
4816
Echo Wealth Management
Minnesota
$1.56M -$125K -288 -8%
F4L
4817
Fortune 45 LLC
Louisiana
$1.56M +$20.8K +48 +2%
WCP
4818
Welch Capital Partners
New York
$1.56M – – –
RW
4819
REDW Wealth
New Mexico
$1.56M -$33.9K -78 -2%
MFC
4820
Morris Financial Concepts
South Carolina
$1.56M -$23K -53 -2%
WA
4821
WESPAC Advisors
California
$1.56M -$27.4K -63 -2%
GC
4822
Gibson Capital
Pennsylvania
$1.55M -$321K -740 -19%
SP
4823
SWS Partners
Ohio
$1.55M -$160K -368 -11%
MWM
4824
Magnolia Wealth Management
Alabama
$1.55M – – –
IW
4825
Instrumental Wealth
Florida
$1.55M +$18.2K +42 +1%
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193
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