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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
3876
Cassady Schiller Wealth Management
Ohio
$708K +$3.23K +32 +0.6%
LRIA
3877
Leonard Rickey Investment Advisors
Washington
$707K +$6.17K +61 +1%
HWM
3878
Howard Wealth Management
Connecticut
$706K +$32.6K +322 +6%
LI
3879
Lafayette Investments
Maryland
$705K +$1.01K +10 +0.2%
ACA
3880
American Capital Advisory
Idaho
$705K +$24.7K +244 +21%
TFA
3881
TPG Financial Advisors
Oregon
$705K +$577K +5,703 New
SCI
3882
Silver Coast Investments
United States
$702K +$112K +1,110 +24%
CFFP
3883
Center for Financial Planning
Michigan
$701K +$15.5K +153 +3%
MWM
3884
Mascoma Wealth Management
New Hampshire
$700K +$19.2K +190 +3%
SHFP
3885
Second Half Financial Partners
Florida
$700K -$9.4K -93 -2%
SAM
3886
Satovsky Asset Management
New York
$700K +$404 +4 +0.1%
CC
3887
Corton Capital
Ontario, Canada
$698K -$1.57M -15,547 -73%
FWM
3888
Foguth Wealth Management
Michigan
$698K +$144K +1,422 +34%
PWMG
3889
Private Wealth Management Group
New Jersey
$697K +$36.8K +364 +7%
AWP
3890
Avid Wealth Partners
Texas
$697K -$70.9K -701 -11%
RWM
3891
Refined Wealth Management
Utah
$695K -$101K -998 -15%
CPCP
3892
Cedar Point Capital Partners
Iowa
$694K +$70.3K +695 +14%
CP
3893
Castleview Partners
Texas
$692K +$239K +2,368 +73%
GWM
3894
GoalFusion Wealth Management
Texas
$690K -$58.3K -577 -9%
MFS
3895
Mirabella Financial Services
United Kingdom
$689K -$7.33M -72,526 -93%
FCC
3896
Flower City Capital
New York
$687K – – –
MAM
3897
McCarthy Asset Management
California
$687K – – –
PWS
3898
Peloton Wealth Strategists
Indiana
$686K -$8.09K -80 -1%
AWMNH
3899
Arcadia Wealth Management (New Hampshire)
New Hampshire
$682K -$21.3K -211 -4%
HFRG
3900
Houlihan Financial Resource Group
Virginia
$681K – – –
154 155
156
157 158