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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
5601
Equity Wealth Partners
Missouri
$434K +$427K +838 New
NL
5602
NDWM LLC
California
$434K – – –
WF
5603
Williams Financial
Vermont
$433K +$65.8K +129 +18%
CWA
5604
Cornerstone Wealth Advisors
Minnesota
$432K – – –
FF
5605
Friday Financial
Iowa
$428K -$7.65K -15 -2%
SIMC
5606
Squire Investment Management Company
Utah
$425K +$26.5K +52 +7%
PVAMC
5607
PPS&V Asset Management Consultants
Michigan
$423K -$12.2K -24 -3%
SIAM
5608
Sterling Investment Advisors (Missouri)
Missouri
$423K +$130K +255 +46%
1CM
5609
1492 Capital Management
Wisconsin
$420K +$1.53K +3 +0.4%
AWA
5610
Aquire Wealth Advisors
Utah
$418K +$43.4K +85 +12%
BWM
5611
Biltmore Wealth Management
Arizona
$418K +$510 +1 +0.1%
LWAM
5612
Legacy Wealth Asset Management
Minnesota
$415K – – –
TFP
5613
Traction Financial Partners
Wyoming
$415K +$1.53K +3 +0.4%
BCM
5614
Beddow Capital Management
Wyoming
$414K – – –
HCM
5615
Hudson Capital Management
New Jersey
$414K – – –
SF
5616
SageOak Financial
Oklahoma
$413K – – –
EL
5617
EQ LLC
Washington
$412K -$64.8K -127 -14%
WAM
5618
WFA Asset Management
Wisconsin
$412K -$28.1K -55 -5%
SA
5619
Sincerus Advisory
New York
$411K +$14.8K +29 +4%
AFS
5620
AFG Fiduciary Services
Massachusetts
$411K – – –
YWM
5621
Yardley Wealth Management
Pennsylvania
$410K -$25.5K -50 -6%
AF
5622
Amara Financial
California
$408K +$1.02K +2 +0.3%
CFGSD
5623
Compass Financial Group (South Dakota)
South Dakota
$408K -$7.65K -15 -2%
RFP
5624
RCS Financial Planning
Maryland
$408K – – –
MAM
5625
Mullooly Asset Management
New Jersey
$407K – – –
223 224
225
226 227