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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4551
Clayton Financial Group
Missouri
$558K +$103K +746 +22%
KV
4552
Kickstand Ventures
New York
$553K -$45.5K -330 -7%
CM
4553
Cornerstone Management
Georgia
$553K +$178K +1,295 +46%
IWA
4554
Integrity Wealth Advisors
California
$552K +$567K +4,113 New
SC
4555
Swan Capital
Florida
$552K +$7.03K +51 +1%
CWA
4556
CJM Wealth Advisers
Virginia
$552K -$252K -1,829 -31%
SFA
4557
Seneca Financial Advisors
New York
$551K +$11.6K +84 +2%
CFO
4558
Custos Family Office
Texas
$549K +$194K +1,407 +52%
SM
4559
Sensible Money
Arizona
$549K -$49.9K -362 -8%
TW
4560
Trajan Wealth
Arizona
$548K +$562K +4,080 New
GPA
4561
Guidance Point Advisors
Massachusetts
$548K – – –
SIA
4562
Spectrum Investment Advisors
Wisconsin
$547K +$76.8K +557 +16%
CCWM
4563
Correct Capital Wealth Management
Missouri
$546K +$9.65K +70 +2%
SA
4564
Sylvest Advisors
Texas
$545K +$559K +4,059 New
PMIA
4565
Patrick Mauro Investment Advisor
Illinois
$544K – – –
MPCA
4566
Madison Park Capital Advisors
Washington
$543K -$26.2K -190 -4%
HNWA
4567
Henrickson Nauta Wealth Advisors
Michigan
$542K +$143K +1,035 +34%
PP
4568
PFS Partners
New Jersey
$542K -$28K -203 -5%
WFPG
4569
Waller Financial Planning Group
Ohio
$540K +$24.4K +177 +5%
FFWA
4570
Forthright Family Wealth Advisory
Texas
$540K -$1.65K -12 -0.3%
VBFP
4571
Valtinson Bruner Financial Planning
Minnesota
$539K -$157K -1,138 -22%
EHAM
4572
Eagle Harbor Asset Management
Washington
$539K -$13.8K -100 -2%
IFA
4573
Index Fund Advisors
California
$538K -$544K -3,944 -50%
KSWWM
4574
Keyes Stange & Wooten Wealth Management
Florida
$538K +$96.5K +700 +21%
AFA
4575
Avant Financial Advisors
Texas
$536K +$550K +3,990 New
181 182
183
184 185