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Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
5026
Hill Investment Group Partners
Missouri
$1.21M +$48.6K +112 +5%
JC
5027
Jentner Corp
Ohio
$1.21M +$117K +270 +13%
ATC
5028
Advantage Trust Company
Kansas
$1.21M +$304K +700 +41%
FA
5029
Fortis Advisors
Pennsylvania
$1.21M -$66.4K -153 -6%
APW
5030
Axim Planning & Wealth
Ohio
$1.21M +$27.4K +63 +3%
AWM
5031
AAF Wealth Management
Massachusetts
$1.2M +$225K +517 +27%
RPGNY
5032
Retirement Planning Group (New York)
New York
$1.2M +$398K +916 +61%
HWA
5033
HMV Wealth Advisors
Louisiana
$1.2M -$674K -1,553 -39%
CCMW
5034
Cypress Capital Management (Wyoming)
Wyoming
$1.2M -$27.8K -64 -3%
EWA
5035
Emergent Wealth Advisors
New York
$1.2M +$9.55K +22 +0.9%
MWP
5036
Meredith Wealth Planning
Illinois
$1.2M +$4.34K +10 +0.4%
CFG
5037
CMC Financial Group
Georgia
$1.2M -$7.38K -17 -0.7%
OGF
5038
Orin Green Financial
California
$1.19M +$115K +265 +12%
RFG
5039
REAP Financial Group
Texas
$1.19M +$208K +479 +25%
Q
5040
QVR
California
$1.19M +$1.04M +2,394 New
SS
5041
Sound Stewardship
Kansas
$1.19M – – –
WFL
5042
Wealth Forward LLC
North Dakota
$1.19M +$100K +231 +11%
AFIA
5043
America First Investment Advisors
Nebraska
$1.19M -$41.7K -96 -4%
CWMA
5044
Capstone Wealth Management (Alabama)
Alabama
$1.19M -$6.95K -16 -0.7%
WFP
5045
Wrenne Financial Planning
Kentucky
$1.18M +$10.4K +24 +1%
DC
5046
Dahring Cusmano
Michigan
$1.17M +$2.61K +6 +0.3%
TLFA
5047
True Link Financial Advisors
California
$1.17M -$3.91K -9 -0.4%
AWA
5048
AmeriServ Wealth Advisors
Pennsylvania
$1.17M -$7.82K -18 -0.8%
FFS
5049
Fortress Financial Solutions
Arizona
$1.17M +$40K +92 +4%
WA
5050
Wealthstar Advisors
Texas
$1.17M -$1.74K -4 -0.2%
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