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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
3701
Retirement Planning Group (Kansas)
Kansas
$569K +$26.1K +360 +6%
APWM
3702
Atlas Private Wealth Management
New York
$567K -$18.1K -250 -4%
UFA
3703
US Financial Advisors
Massachusetts
$566K +$11.6K +160 +3%
FCFC
3704
First Citizens Financial Corp
Iowa
$565K +$5.8K +80 +1%
SPM
3705
Symmetry Peak Management
Pennsylvania
$564K -$5.03M -69,360 -92%
WA
3706
WealthTrust Axiom
Pennsylvania
$563K -$10.1K -140 -2%
GFWA
3707
Grey Fox Wealth Advisors
Delaware
$563K +$7.25K +100 +2%
CWM
3708
Concentric Wealth Management
California
$563K +$129K +1,780 +40%
CPW
3709
Crestmont Private Wealth
Texas
$561K – – –
CCM
3710
Colorado Capital Management
Colorado
$561K +$450K +6,210 New
TFP
3711
Traction Financial Partners
Wyoming
$560K -$26.1K -360 -5%
MAM
3712
Mainsail Asset Management
Alabama
$559K +$141K +1,940 +46%
RDFA
3713
Ritter Daniher Financial Advisory
Ohio
$559K +$23.9K +330 +6%
LWP
3714
LMG Wealth Partners
Louisiana
$558K +$27.5K +380 +7%
AFP
3715
Alpha Financial Partners
Kentucky
$558K -$59.4K -820 -12%
GWM
3716
GoalFusion Wealth Management
Texas
$557K +$2.17K +30 +0.5%
APWA
3717
Atlas Private Wealth Advisors
New Jersey
$556K -$2.18M -30,110 -83%
TA
3718
TrueWealth Advisors
Alabama
$556K +$128K +1,760 +40%
KOC
3719
Koss-Olinger Consulting
Florida
$554K -$813K -11,210 -65%
ACM
3720
Ayrshire Capital Management
Connecticut
$554K -$14.5K -200 -3%
ORC
3721
O'Rourke & Company
Massachusetts
$552K +$61.6K +850 +16%
CWA
3722
Capital Wealth Alliance
Arizona
$551K +$63.1K +870 +17%
STCOSD
3723
Sageworth Trust Company of South Dakota
South Dakota
$549K +$441K +6,080 New
PWH
3724
Priebe Wealth Holdings
Minnesota
$546K +$21.7K +300 +5%
HFS
3725
Hoge Financial Services
Pennsylvania
$545K +$85.5K +1,180 +24%
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