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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
4926
Foundry Financial Group
New Hampshire
$466K +$441K +1,239 New
LAM
4927
LifePro Asset Management
California
$464K +$18.9K +53 +4%
EPWM
4928
Essex Private Wealth Management
Massachusetts
$464K -$109K -305 -20%
PSA
4929
Plum Street Advisors
Louisiana
$464K +$439K +1,233 New
GWMI
4930
Guardian Wealth Management (Illinois)
Illinois
$464K +$356 +1 +0.1%
FOFP
4931
Fee-Only Financial Planning
South Carolina
$461K – – –
A
4932
AlphaQuest
New York
$459K +$434K +1,220 New
RPG
4933
Resource Planning Group
Georgia
$458K +$2.14K +6 +0.5%
BFP
4934
Beacon Financial Planning
Massachusetts
$457K +$712 +2 +0.2%
T
4935
TrueFG
Texas
$453K -$28.8K -81 -6%
VFIC
4936
Valley Forge Investment Consultants
Pennsylvania
$453K +$53.4K +150 +14%
XC
4937
XY Capital
Hong Kong
$452K +$9.61K +27 +2%
AFCM
4938
Applied Finance Capital Management
Puerto Rico
$449K +$60.5K +170 +17%
BI
4939
Bramshill Investments
Florida
$447K – – –
TWM
4940
Tanglewood Wealth Management
Texas
$447K +$424K +1,190 New
TDC
4941
Thompson Davis & Co
Virginia
$447K -$46.6K -131 -10%
MSA
4942
Marathon Strategic Advisors
Pennsylvania
$447K +$423K +1,188 New
MFG
4943
MTM Financial Group
Pennsylvania
$447K +$1.42K +4 +0.3%
WIC
4944
Whitegate Investment Counselors
New Hampshire
$443K +$712 +2 +0.2%
LL
4945
LPWM LLC
Minnesota
$442K +$137K +386 +47%
BWL
4946
Beacon Wealthcare LLC
North Carolina
$442K -$34.9K -98 -8%
KWM
4947
Keating Wealth Management
Colorado
$442K +$418K +1,175 New
OFP
4948
OLIO Financial Planning
Virginia
$433K +$7.47K +21 +2%
BIA
4949
Barry Investment Advisors
Massachusetts
$430K -$21.7K -61 -5%
SRL
4950
Scientech Research LLC
New Jersey
$427K +$404K +1,135 New
196 197
198
199 200