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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
5401
Grand Wealth Management
Michigan
$503K – – –
TFP
5402
Triune Financial Partners
Kansas
$503K +$150K +369 +38%
SF
5403
Seek First
California
$502K +$546K +1,338 New
MSA
5404
Marathon Strategic Advisors
Pennsylvania
$501K +$14.7K +36 +3%
LFWA
5405
LBJ Family Wealth Advisors
Texas
$501K – – –
MAP
5406
Moody Aldrich Partners
Massachusetts
$500K -$182K -446 -25%
ACM
5407
Anfield Capital Management
California
$498K +$11K +27 +2%
BAG
5408
Bridgewealth Advisory Group
California
$498K -$7.29M -17,886 -93%
JCIA
5409
Jackson Creek Investment Advisors
Colorado
$496K -$3.67K -9 -0.7%
CMP
5410
Courage Miller Partners
Virginia
$494K – – –
GCWM
5411
Graham Capital Wealth Management
District of Columbia
$494K -$163K -399 -23%
RBCM
5412
Raub Brock Capital Management
California
$494K +$6.12K +15 +1%
PAM
5413
PVG Asset Management
Colorado
$493K +$10.6K +26 +2%
GFG
5414
Grantvest Financial Group
New Jersey
$492K +$1.22K +3 +0.2%
VFG
5415
Valley Financial Group
Pennsylvania
$491K -$15.9K -39 -3%
CWM
5416
Capital Wealth Management
Rhode Island
$490K – – –
LFA
5417
LifeGuide Financial Advisors
Pennsylvania
$489K -$14.3K -35 -3%
BWL
5418
Beacon Wealthcare LLC
North Carolina
$488K +$12.2K +30 +2%
SWM
5419
Seaside Wealth Management
California
$487K +$56.7K +139 +12%
HWMT
5420
Heritage Wealth Management (Texas)
Texas
$486K – – –
SC
5421
Scratch Capital
Idaho
$486K -$190K -466 -26%
DWM
5422
DKM Wealth Management
California
$486K – – –
LL
5423
LPWM LLC
Minnesota
$486K +$36.7K +90 +7%
STFP
5424
Signal Tree Financial Partners
Ohio
$486K +$64.4K +158 +14%
OFP
5425
OLIO Financial Planning
Virginia
$486K +$33.8K +83 +7%
215 216
217
218 219