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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGNY
4426
Retirement Planning Group (New York)
New York
$890K +$141K +1,118 +25%
IWP
4427
Innova Wealth Partners
Pennsylvania
$890K +$118K +935 +20%
FS
4428
Financially Speaking
Colorado
$888K +$614K +4,881 +658%
AIA
4429
Allied Investment Advisors
Montana
$886K +$65.3K +519 +10%
CHJWM
4430
Carlton Hofferkamp & Jenks Wealth Management
Texas
$886K -$29.1K -231 -4%
DFS
4431
Dixon Fnancial Services
California
$886K – – –
CFCI
4432
Comprehensive Financial Consultants Institutional
Indiana
$882K +$93.8K +745 +15%
ECM
4433
Elgethun Capital Management
South Dakota
$881K -$41.5K -330 -6%
RL
4434
Retireful LLC
Michigan
$880K +$431K +3,423 +159%
TDC
4435
Thompson Davis & Co
Virginia
$880K +$53.7K +427 +8%
IMC
4436
Investment Management Corporation
Virginia
$877K +$28.9K +230 +4%
FWM
4437
FSR Wealth Management
Illinois
$874K -$19.6K -156 -3%
BWM
4438
Brickley Wealth Management
California
$869K +$64.2K +510 +10%
AAA
4439
American Alpha Advisors
New York
$869K – – –
CWM
4440
Crowley Wealth Management
Delaware
$868K +$13.5K +107 +2%
CCM
4441
Cloud Capital Management
Washington
$868K +$310K +2,466 +105%
ICM
4442
Islay Capital Management
Texas
$866K -$2.52K -20 -0.4%
GSF
4443
Grove Street Fiduciary
New Hampshire
$864K – – –
JHP
4444
James Hambro & Partners
United Kingdom
$864K -$21.4K -170 -3%
WC
4445
Weil Company
California
$863K -$69.1K -549 -9%
NF
4446
NavPoint Financial
Minnesota
$862K +$126 +1 +0%
DWM
4447
Daner Wealth Management
Georgia
$861K +$592K +4,703 New
BFS
4448
Burkett Financial Services
South Carolina
$861K +$8.81K +70 +1%
KA
4449
Kure Advisory
Minnesota
$859K -$111K -885 -14%
MFG
4450
Midwest Financial Group
Kansas
$859K +$17.6K +140 +3%
176 177
178
179 180