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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
5301
Chris Bulman
California
$947K -$59K -141 -5%
BWA
5302
Boulder Wealth Advisors
Colorado
$945K -$61.1K -146 -5%
SM
5303
Sensible Money
Arizona
$945K -$2.51K -6 -0.2%
WAM
5304
Winslow Asset Management
Ohio
$944K – – –
MWP
5305
Meredith Wealth Planning
Illinois
$944K +$74.9K +179 +8%
DC
5306
Dorval Corp
Minnesota
$943K +$25.9K +62 +2%
AWM
5307
Act Wealth Management
Texas
$942K -$2.51K -6 -0.2%
CCM
5308
Carmel Capital Management
California
$940K – – –
CWMA
5309
Capstone Wealth Management (Alabama)
Alabama
$940K +$11.3K +27 +1%
CFS
5310
Cannon Financial Strategists
Georgia
$939K +$54K +129 +5%
WAM
5311
WealthCare Asset Management
Missouri
$939K +$46.4K +111 +5%
RIM
5312
Reliant Investment Management
Tennessee
$937K -$15.1K -36 -1%
HNH
5313
Hopwood Nicholas Hunter
$936K -$239K -571 -18%
AI
5314
Axecap Investments
Ohio
$936K -$6.18M -14,766 -85%
SHFC
5315
Safe Harbor Family Capital
North Carolina
$935K -$14.6K -35 -1%
GCM
5316
Greenland Capital Management
New York
$935K -$303K -725 -22%
ICCON
5317
Investment Counsel Company of Nevada
Nevada
$934K +$419K +1,001 +66%
CI
5318
Ceera Investments
Texas
$933K +$73.6K +176 +8%
GFWA
5319
Grey Fox Wealth Advisors
Delaware
$932K +$209K +500 +25%
SWA
5320
Serenus Wealth Advisors
California
$930K -$32.2K -77 -3%
SAM
5321
Stembrook Asset Management
New Jersey
$929K – – –
PWM
5322
Provident Wealth Management
Tennessee
$928K – – –
F4L
5323
Fortune 45 LLC
Louisiana
$925K -$302K -721 -22%
WMS
5324
Wealth Management Strategies
Pennsylvania
$925K -$7.95K -19 -0.8%
APW
5325
Axim Planning & Wealth
Ohio
$924K +$341K +814 +48%
211 212
213
214 215