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Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
5351
Bull Oak Capital
California
$565K -$1.22K -3 -0.2%
SIM
5352
Sims Investment Management
Ohio
$565K +$613K +1,504 New
AAMC
5353
Asset Allocation & Management Company
Illinois
$563K – – –
NI
5354
NFC Investments
Tennessee
$563K – – –
FIA
5355
FPC Investment Advisory
California
$563K -$67.3K -165 -11%
RPGNY
5356
Retirement Planning Group (New York)
New York
$563K +$93.4K +229 +18%
CFO
5357
Custos Family Office
Texas
$561K +$18.8K +46 +3%
BCM
5358
Basso Capital Management
Connecticut
$561K -$228K -559 -27%
SG
5359
Strid Group
Pennsylvania
$556K +$117K +288 +24%
NWA
5360
Navis Wealth Advisors
New York
$553K -$43.2K -106 -7%
DWS
5361
Dynamic Wealth Strategies
California
$552K +$6.93K +17 +1%
EFP
5362
EnRich Financial Partners
Wisconsin
$551K -$2.45K -6 -0.4%
VWA
5363
Valued Wealth Advisors
Utah
$549K -$53.4K -131 -8%
TA
5364
TKG Advisors
Indiana
$547K -$4.08K -10 -0.7%
DLHL
5365
Donald L. Hagan LLC
Florida
$546K – – –
NECFA
5366
New England Capital Financial Advisors
Connecticut
$545K -$13K -32 -2%
DWM
5367
Denver Wealth Management
Colorado
$544K +$815 +2 +0.1%
SOWAS
5368
Silver Oak Wealth Advisors Services
California
$541K +$408 +1 +0.1%
LAM
5369
Lountzis Asset Management
Pennsylvania
$541K +$110K +271 +24%
FF
5370
Financial Futures
New Jersey
$539K +$45.3K +111 +8%
PA
5371
Prism Advisors
California
$537K +$58.7K +144 +11%
VFIC
5372
Valley Forge Investment Consultants
Pennsylvania
$536K -$163K -400 -22%
MWA
5373
Merkkuri Wealth Advisors
New York
$536K -$310K -760 -35%
OA
5374
Oceanside Advisors
South Carolina
$535K – – –
MAWAG
5375
Mid-American Wealth Advisory Group
Missouri
$535K +$159K +390 +38%
213 214
215
216 217