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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
5576
LPWM LLC
Minnesota
$669K +$13K +31 +2%
BFA
5577
Bright Financial Advisors
Michigan
$668K -$215K -513 -22%
WFPG
5578
Waller Financial Planning Group
Ohio
$667K +$153K +365 +25%
CIAS
5579
CBIZ Investment Advisory Services
Ohio
$667K -$647K -1,547 -46%
WCL
5580
Wealth Care LLC
Florida
$667K +$754K +1,802 New
FF
5581
Foundry Financial
California
$667K -$182K -434 -19%
LWM
5582
Lifetime Wealth Management
Texas
$666K -$116K -278 -13%
SWM
5583
SpringVest Wealth Management
Texas
$666K +$290K +694 +63%
AI
5584
Auour Investments
Massachusetts
$666K +$1.25K +3 +0.2%
DW
5585
Dodds Wealth
Colorado
$665K -$19.2K -46 -2%
CCP
5586
Carmel Capital Partners
California
$665K -$33.5K -80 -4%
I
5587
InceptionR
California
$665K +$752K +1,797 New
DFC
5588
DBK Financial Counsel
Ohio
$664K +$7.11K +17 +1%
COFSG
5589
Carbahal Olsen Financial Services Group
California
$664K -$32.6K -78 -4%
EPP
5590
ETF Portfolio Partners
Kansas
$662K – – –
CAG
5591
Compass Advisory Group
New York
$661K +$49K +117 +7%
BFS
5592
Boyer Financial Services
California
$660K -$70.7K -169 -9%
PPP
5593
Prism Planning Partners
Illinois
$659K -$714K -1,707 -49%
FF
5594
Foronjy Financial
California
$658K -$15.1K -36 -2%
OM
5595
OV Management
Minnesota
$657K -$3.92M -9,359 -84%
CC
5596
Citrine Capital
California
$657K +$512K +1,223 +221%
CFGF
5597
Compass Financial Group (Florida)
Florida
$657K – – –
SI
5598
Stirlingshire Investments
New York
$657K +$16.3K +39 +2%
CWRP
5599
Cassady Wealth & Retirement Planning
Nevada
$655K +$2.09K +5 +0.3%
PAM
5600
PVG Asset Management
Colorado
$653K -$90.8K -217 -12%
222 223
224
225 226