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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
5301
HFG Advisors
Ohio
$628K -$539K -1,322 -44%
AAS
5302
AdviceOne Advisory Services
Connecticut
$626K +$50.6K +124 +8%
WWM
5303
Woodside Wealth Management
Massachusetts
$625K +$679K +1,665 New
AFG
5304
Arkansas Financial Group
Arkansas
$625K – – –
CMMS
5305
Comprehensive Money Management Services
Florida
$621K +$24.5K +60 +4%
VWM
5306
VanWeelden Wealth Management
Ohio
$619K – – –
HPA
5307
High Probability Advisors
New York
$618K – – –
CFP
5308
Cypress Financial Planning
New Jersey
$617K -$28.9K -71 -4%
EFMH
5309
E Fund Management (HK)
Hong Kong
$616K +$233K +572 +54%
DFA
5310
DHJJ Financial Advisors
Illinois
$613K -$28.9K -71 -4%
TB
5311
Terril Brothers
Missouri
$613K -$59.1K -145 -8%
BSWM
5312
Boston Standard Wealth Management
Massachusetts
$613K -$54.6K -134 -9%
LWM
5313
Luminvest Wealth Management
Arizona
$612K – – –
SVWG
5314
Shared Vision Wealth Group
United States
$611K -$2.85K -7 -0.4%
JWM
5315
JDH Wealth Management
California
$611K +$72.6K +178 +12%
DFG
5316
Dupree Financial Group
Kentucky
$608K -$89.7K -220 -12%
ACM
5317
Avos Capital Management
Washington
$608K +$11.4K +28 +2%
DWA
5318
Delta Wealth Advisors
Indiana
$608K -$11.4K -28 -2%
SHIM
5319
Stone House Investment Management
Pennsylvania
$607K +$137K +335 +26%
TR
5320
Tepp RIA
New Jersey
$603K -$97.8K -240 -13%
SCM
5321
Sollinda Capital Management
Florida
$603K -$50.1K -123 -7%
KCM
5322
Kaye Capital Management
California
$602K -$40.4K -99 -6%
TFG
5323
Tull Financial Group
Virginia
$601K -$4.89K -12 -0.7%
DMKJ
5324
David M. Knott Jr
$601K – – –
SCA
5325
Sassicaia Capital Advisers
New York
$601K +$652K +1,600 New
211 212
213
214 215