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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
5426
McCarthy Asset Management
California
$613K – – –
PAG
5427
Poinciana Advisors Group
Florida
$612K +$150K +345 +39%
FOFP
5428
Fee-Only Financial Planning
South Carolina
$610K – – –
TAM
5429
TCP Asset Management
Ohio
$608K -$869 -2 -0.2%
AFTS
5430
American Financial & Tax Strategies
New York
$608K -$14.8K -34 -3%
PWA
5431
Principia Wealth Advisory
Texas
$606K +$36.9K +85 +7%
BFP
5432
Beacon Financial Planning
Massachusetts
$603K -$3.47K -8 -0.7%
EFG
5433
Ehrlich Financial Group
California
$602K -$5.65K -13 -1%
T
5434
TrueFG
Texas
$599K +$4.34K +10 +0.8%
OFP
5435
OLIO Financial Planning
Virginia
$597K -$41.3K -95 -7%
ACM
5436
Avos Capital Management
Washington
$596K -$183K -421 -26%
OFG
5437
Omega Financial Group
California
$596K +$156K +360 +43%
BIS
5438
BG Investment Services
Guam
$595K +$73.4K +169 +16%
BWA
5439
BCU Wealth Advisors
Illinois
$594K +$519K +1,195 New
LWMNY
5440
Landmark Wealth Management (New York)
New York
$593K -$14.8K -34 -3%
TWP
5441
Total Wealth Planning
Ohio
$591K +$35.2K +81 +7%
LWM
5442
Latko Wealth Management
Illinois
$590K +$175K +403 +52%
BS
5443
Brighton Securities
New York
$589K -$162K -372 -24%
MF
5444
Midwestern Financial
Iowa
$587K +$513K +1,181 New
GG
5445
GenWealth Group
New Jersey
$587K – – –
KWM
5446
Kiker Wealth Management
Georgia
$585K -$216K -498 -30%
JWM
5447
JFG Wealth Management
Colorado
$577K – – –
BHWM
5448
Bay Harbor Wealth Management
Maryland
$576K +$106K +243 +27%
TFP
5449
Triune Financial Partners
Kansas
$575K -$79.5K -183 -14%
CWP
5450
Corepath Wealth Partners
Arizona
$575K +$4.34K +10 +0.9%
216 217
218
219 220