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Name Holding Trade Value Shares
Change 		Change in
Stake
TB
5326
Terril Brothers
Missouri
$922K -$64K -153 -6%
DI
5327
Disciplined Investments
Oklahoma
$922K +$54K +129 +5%
MA
5328
Macro Advisors
Pennsylvania
$920K +$1.04M +2,487 New
GF
5329
GGM Financials
Ohio
$919K -$177K -423 -15%
IC
5330
Inkwell Capital
Florida
$918K -$5.44K -13 -0.5%
CFM
5331
Cornerstone Financial Management
Massachusetts
$917K +$35.6K +85 +4%
AA
5332
AJ Advisors
Tennessee
$917K +$7.95K +19 +0.8%
CAAM
5333
Cornerstone Advisors Asset Management
Pennsylvania
$915K -$103K -246 -9%
RWS
5334
Retirement Wealth Solutions
Wisconsin
$915K -$62.3K -149 -6%
CPP
5335
Capasso Planning Partners
South Carolina
$914K -$28.5K -68 -3%
NA
5336
Note Advisors
New York
$914K -$13.4K -32 -1%
DWMS
5337
Dominguez Wealth Management Solutions
Virginia
$912K +$418 +1 +0%
CAP
5338
Columbia Advisory Partners
Washington
$912K -$22.2K -53 -2%
TFA
5339
TPG Financial Advisors
Oregon
$912K -$48.5K -116 -4%
PC
5340
Parrish Capital
Georgia
$911K – – –
MSA
5341
Marathon Strategic Advisors
Pennsylvania
$910K – – –
VWM
5342
Verus Wealth Management
Wisconsin
$910K +$5.02K +12 +0.5%
FIT
5343
Financially in Tune
Massachusetts
$909K +$59K +141 +6%
VFS
5344
Valpey Financial Services
New Hampshire
$909K +$139K +331 +16%
MKW
5345
Mullaney, Keating & Wright
Connecticut
$905K +$12.1K +29 +1%
SIC
5346
Schwartz Investment Counsel
Michigan
$905K -$209K -500 -17%
SWP
5347
ShoreHaven Wealth Partners
New Jersey
$905K -$20.1K -48 -2%
OGF
5348
Orin Green Financial
California
$904K – – –
FFS
5349
Fortress Financial Solutions
Arizona
$904K -$1.01M -2,423 -50%
HIGP
5350
Hill Investment Group Partners
Missouri
$903K -$3.35K -8 -0.3%
212 213
214
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