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Name Holding Trade Value Shares
Change 		Change in
Stake
LRWM
5201
Lord & Richards Wealth Management
Colorado
$920K +$929K +2,182 New
MSF
5202
Mustard Seed Financial
Arkansas
$919K -$8.09K -19 -0.9%
KHC
5203
Koesten Hirschmann & Crabtree
Kansas
$918K +$59.6K +140 +7%
FFS
5204
Fortress Financial Solutions
Arizona
$914K +$923K +2,168 New
WFL
5205
Wealth Forward LLC
North Dakota
$911K -$42.6K -100 -4%
JC
5206
Jentner Corp
Ohio
$911K – – –
AI
5207
Auour Investments
Massachusetts
$910K +$2.56K +6 +0.3%
EWA
5208
Emergent Wealth Advisors
New York
$910K +$37.5K +88 +4%
FWM
5209
ForthRight Wealth Management
Georgia
$909K -$8.95K -21 -1%
TDC
5210
Thompson Davis & Co
Virginia
$909K -$8.95K -21 -1%
BWIA
5211
Bryant Woods Investment Advisors
New York
$906K +$89K +209 +11%
GWM
5212
GoalFusion Wealth Management
Texas
$905K -$23.4K -55 -2%
MPW
5213
MA Private Wealth
California
$905K -$811K -1,904 -47%
PIC
5214
Portland Investment Counsel
Ontario, Canada
$901K – – –
TFG
5215
Tilson Financial Group
New Jersey
$899K -$11.9K -28 -1%
EW
5216
Entruity Wealth
California
$899K +$908K +2,132 New
CWM
5217
Copia Wealth Management
Oregon
$898K +$908K +2,131 New
RDIA
5218
RE Dickinson Investment Advisors
Iowa
$898K – – –
GCL
5219
Gouws Capital LLC
North Carolina
$895K -$21.3K -50 -2%
HFW
5220
Horizon Family Wealth
Illinois
$892K -$24.3K -57 -3%
OGF
5221
Orin Green Financial
California
$890K -$846K -1,985 Closed
BWG
5222
Balanced Wealth Group
Ohio
$887K +$852 +2 +0.1%
GCIA
5223
Gabelli & Co Investment Advisers
New York
$885K +$894K +2,100 New
DC
5224
Darrow Company
Massachusetts
$884K – – –
FS
5225
Financial Symmetry
North Carolina
$883K -$4.68K -11 -0.5%
207 208
209
210 211