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Name Holding Trade Value Shares
Change 		Change in
Stake
KGP
5501
Keystone Global Partners
Colorado
$738K – – –
AWM
5502
Aureum Wealth Management
Florida
$738K – – –
LFWA
5503
LiftPoint Family Wealth Advisors
New Jersey
$738K +$77.8K +186 +10%
FS
5504
Financial Symmetry
North Carolina
$735K -$254K -606 -25%
MSRI
5505
Michael S. Ryan Inc
New York
$735K -$236K -564 -22%
JCA
5506
January Capital Advisors
California
$734K +$830K +1,983 New
CFS
5507
Compass Financial Services
Iowa
$734K +$51.9K +124 +7%
MSWM
5508
Master's Wealth Management
Pennsylvania
$732K +$295K +705 +55%
SS
5509
Sound Stewardship
Kansas
$732K – – –
IPS
5510
Investors Portfolio Services
Washington
$732K +$65.3K +156 +9%
5W
5511
5T Wealth
California
$732K +$264K +630 +47%
BHWA
5512
Beacon Harbor Wealth Advisors
Virginia
$731K – – –
SPP
5513
Single Point Partners
Massachusetts
$730K -$442K -1,056 -35%
AAG
5514
Accordant Advisory Group
Maryland
$727K +$553K +1,322 +206%
DWM
5515
DeLarme Wealth Management
California
$726K +$35.6K +85 +5%
FFP
5516
Forbes Financial Planning
Rhode Island
$726K – – –
RWM
5517
Ruedi Wealth Management
Illinois
$724K +$418 +1 +0.1%
WW
5518
Winnow Wealth
Texas
$723K -$71.1K -170 -8%
DC
5519
Dahring Cusmano
Michigan
$723K +$68.2K +163 +9%
PM
5520
Pembroke Management
Quebec, Canada
$723K -$39.8K -95 -5%
SFG
5521
Southern Financial Group
Alabama
$721K +$153K +365 +23%
TSS
5522
Thomas Story & Son
Indiana
$720K +$105K +250 +15%
UFPG
5523
United Financial Planning Group
New York
$720K +$109K +260 +15%
CFG
5524
Certior Financial Group
Pennsylvania
$718K -$27.6K -66 -3%
ETS
5525
ESL Trust Services
New York
$717K – – –
219 220
221
222 223