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Name Holding Trade Value Shares
Change 		Change in
Stake
BBFA
5476
Brindle & Bay Financial Advisors
Texas
$756K +$820K +2,027 New
AFG
5477
Arkansas Financial Group
Arkansas
$754K +$127K +313 +18%
WWA
5478
Wingate Wealth Advisors
Massachusetts
$750K – – –
FPFC
5479
Financial Planning Fort Collins
Colorado
$749K -$10.1K -25 -1%
AWP
5480
Axis Wealth Partners
Rhode Island
$746K -$152K -375 -16%
SSA
5481
Sierra Summit Advisors
Nevada
$745K -$130K -322 -14%
TSS
5482
Thomas Story & Son
Indiana
$744K +$20.2K +50 +3%
KGP
5483
Keystone Global Partners
Colorado
$744K – – –
VWM
5484
Vermillion Wealth Management
Minnesota
$742K -$166K -410 -17%
BFS
5485
Boyer Financial Services
California
$741K +$46.9K +116 +7%
PWM
5486
Praetorian Wealth Management
California
$741K +$162K +401 +25%
CPA
5487
Clear Point Advisors
New York
$740K -$27.9K -69 -3%
WIC
5488
Whitegate Investment Counselors
New Hampshire
$739K +$181K +448 +29%
HWA
5489
HighRoad Wealth Advisors
Oregon
$737K -$56.6K -140 -7%
CWA
5490
Centerline Wealth Advisors
Kentucky
$736K -$28.7K -71 -3%
DWM
5491
DeLarme Wealth Management
California
$734K +$2.02K +5 +0.3%
SF
5492
Seros Financial
Arizona
$733K +$49K +121 +7%
AAG
5493
Accordant Advisory Group
Maryland
$733K – – –
LWMI
5494
Legacy Wealth Management (Idaho)
Idaho
$731K +$204K +505 +35%
GCM
5495
Goldstream Capital Management
Hong Kong
$731K -$1.26M -3,104 -61%
LSL
5496
Legacy Solutions LLC
Pennsylvania
$730K +$59.5K +147 +8%
IFPL
5497
Investments & Financial Planning LLC
Kentucky
$729K +$58.7K +145 +8%
CFS
5498
Compass Financial Services
Iowa
$728K -$11.7K -29 -1%
BAWC
5499
Boyce & Associates Wealth Consulting
Texas
$728K -$636K -1,572 -45%
FFP
5500
Forbes Financial Planning
Rhode Island
$727K -$4.86K -12 -0.6%
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