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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
5526
City Center Advisors LLC
Michigan
$373K +$28.5K +70 +8%
IWC
5527
Infinity Wealth Counsel
Ohio
$373K -$12.2K -30 -3%
DRP
5528
Decker Retirement Planning
Utah
$371K -$4.56M -11,183 -92%
SPIA
5529
Strategic Point Investment Advisors
Rhode Island
$370K – – –
CWM
5530
Certus Wealth Management
California
$369K – – –
MWA
5531
Mills Wealth Advisors
Texas
$367K +$16.7K +41 +4%
AFM
5532
Armstrong Fleming & Moore
District of Columbia
$367K -$1.39M -3,410 -78%
CCA
5533
Clarity Capital Advisors
Florida
$366K – – –
PS
5534
Pinney & Scofield
Massachusetts
$366K -$16.3K -40 -4%
TCFP
5535
Treasure Coast Financial Planning
Florida
$365K – – –
TWD
5536
True Wealth Design
Ohio
$363K +$137K +337 +54%
NA
5537
Nestegg Advisors
New York
$362K +$408 +1 +0.1%
GRR
5538
Golden Reserve Retirement
Ohio
$361K +$391K +960 New
MCA
5539
Maryland Capital Advisors
Maryland
$358K – – –
BWM
5540
Benchmark Wealth Management
Connecticut
$358K -$18.8K -46 -5%
MA
5541
McGrath & Associates
North Carolina
$358K +$79.9K +196 +26%
KFGG
5542
Keystone Financial Group (Georgia)
Georgia
$358K -$28.5K -70 -8%
SMCM
5543
Sky-Mountain Capital Management
Idaho
$356K +$386K +947 New
AP
5544
Aspect Partners
Virginia
$355K -$3.67K -9 -0.9%
VF
5545
Vawter Financial
Ohio
$354K -$28.5K -70 -7%
CIM
5546
Cambria Investment Management
California
$354K -$36.7K -90 -9%
TFP
5547
Traction Financial Partners
Wyoming
$353K -$96.2K -236 -20%
BFS
5548
Beacon Financial Strategies
North Carolina
$353K – – –
CCM
5549
Causeway Capital Management
California
$353K – – –
PWP
5550
PrairieView Wealth Partners
Illinois
$349K – – –
220 221
222
223 224