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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4026
C2C Wealth Management
Arizona
$545K +$446K +4,415 New
SM
4027
Sensible Money
Arizona
$544K -$157K -1,553 -26%
WFA
4028
Woodward Financial Advisors
North Carolina
$543K +$1.01K +10 +0.2%
SFS
4029
Searcy Financial Services
Kansas
$541K +$56.9K +563 +15%
NA
4030
Nottingham Advisors
New York
$541K +$3.13K +31 +0.7%
VFPW
4031
Vantage Financial Partners (Wisconsin)
Wisconsin
$541K +$109K +1,078 +33%
CIC
4032
Cutler Investment Counsel
Oregon
$539K -$31.7K -314 -7%
AFO
4033
Arrowroot Family Office
California
$537K +$33.1K +327 +8%
IWP
4034
Innova Wealth Partners
Pennsylvania
$537K +$20.6K +204 +5%
CWM
4035
Cadence Wealth Management
Massachusetts
$532K -$35.5K -351 -8%
KFP
4036
Keener Financial Planning
Texas
$532K – – –
KV
4037
Kickstand Ventures
New York
$531K -$110K -1,089 -20%
EFA
4038
Edge Financial Advisors
Illinois
$530K -$1.18M -11,716 -73%
FSG
4039
Financial Strategies Group
Michigan
$530K +$90.2K +892 +28%
1WM
4040
1900 Wealth Management
Texas
$523K +$29.4K +291 +7%
BFS
4041
Burkett Financial Services
South Carolina
$522K +$33.3K +329 +8%
SPWG
4042
Sage Private Wealth Group
Illinois
$521K -$112K -1,110 -21%
EWA
4043
Elevate Wealth Advisory
Georgia
$520K +$19.3K +191 +5%
ASFA
4044
All Season Financial Advisors
Colorado
$520K -$10K -99 -2%
FAM
4045
Family Asset Management
South Carolina
$520K -$11.1K -110 -3%
OGF
4046
Orin Green Financial
California
$520K +$426K +4,210 New
RI
4047
Rinkey Investments
California
$520K +$44.3K +438 +12%
TT
4048
TI-Trust
Illinois
$518K – – –
CMA
4049
Cedar Mountain Advisors
Oregon
$517K -$15K -148 -3%
CPCM
4050
Cardinal Point Capital Management
Ontario, Canada
$516K +$50.6K +500 +14%
160 161
162
163 164