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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4101
Cadence Wealth Management
Massachusetts
$524K +$945 +8 +0.2%
KAM
4102
KEB Asset Management
Illinois
$523K +$176K +1,494 +53%
KFP
4103
Keener Financial Planning
Texas
$523K – – –
HFAS
4104
Hummer Financial Advisory Services
Illinois
$522K +$507K +4,295 New
FFG
4105
Foundry Financial Group
New Hampshire
$521K +$28.2K +239 +6%
FFWM
4106
Future Financial Wealth Management
Ohio
$521K +$22.3K +189 +5%
PWM
4107
Provident Wealth Management
Tennessee
$520K +$75.8K +642 +18%
FWA
4108
FSC Wealth Advisors
New York
$516K +$11.8K +100 +2%
BFS
4109
Burkett Financial Services
South Carolina
$516K +$2.36K +20 +0.5%
EWA
4110
Elevate Wealth Advisory
Georgia
$515K +$3.19K +27 +0.6%
PP
4111
PFS Partners
New Jersey
$515K -$79.4K -672 -14%
HIA
4112
HTG Investment Advisors
Connecticut
$514K -$31.8K -269 -6%
CCM
4113
Causeway Capital Management
California
$514K +$126K +1,063 +34%
1WM
4114
1900 Wealth Management
Texas
$514K – – –
MPCA
4115
Madison Park Capital Advisors
Washington
$514K +$11.8K +100 +2%
LI
4116
Louisbourg Investments
New Brunswick, Canada
$509K +$10.9K +92 +2%
TT
4117
TI-Trust
Illinois
$509K – – –
AIA
4118
Allied Investment Advisors
Montana
$509K +$187K +1,585 +61%
MKW
4119
Mullaney, Keating & Wright
Connecticut
$508K +$8.98K +76 +2%
LFP
4120
Lakeshore Financial Planning
Michigan
$506K +$14.9K +126 +3%
ASFA
4121
All Season Financial Advisors
Colorado
$501K -$10K -85 -2%
BA
4122
Ballew Advisors
Mississippi
$501K +$20.2K +171 +5%
EHAM
4123
Eagle Harbor Asset Management
Washington
$499K +$99.3K +841 +26%
IWP
4124
IAG Wealth Partners
Wisconsin
$498K – – –
SPWG
4125
Sage Private Wealth Group
Illinois
$497K -$14.8K -125 -3%
163 164
165
166 167