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Name Holding Trade Value Shares
Change 		Change in
Stake
GRR
4651
Golden Reserve Retirement
Ohio
$809K +$437K +2,507 +155%
TF
4652
Tandem Financial
Colorado
$807K +$5.93K +34 +0.8%
BWG
4653
Berry Wealth Group
Texas
$806K -$1.3M -7,481 -63%
MAP
4654
Moody Aldrich Partners
Massachusetts
$805K -$178K -1,022 -19%
ICM
4655
Islay Capital Management
Texas
$804K -$204K -1,170 -21%
AIA
4656
Aventus Investment Advisors
Florida
$804K -$9.59K -55 -1%
LI
4657
Louisbourg Investments
New Brunswick, Canada
$803K +$8.71K +50 +1%
SAS
4658
SMI Advisory Services
Indiana
$803K -$20.9K -120 -3%
CRCM
4659
Crystal Rock Capital Management
Illinois
$802K +$750K +4,300 New
MFF
4660
Michels Family Financial
Texas
$801K +$36.1K +207 +5%
EFS
4661
Econ Financial Services
Pennsylvania
$800K +$748K +4,289 New
CPW
4662
Crestmont Private Wealth
Texas
$798K -$17.6K -101 -2%
LD
4663
Lipe & Dalton
New York
$797K -$40.1K -230 -5%
CMA
4664
Cedar Mountain Advisors
Oregon
$794K +$146K +835 +24%
WCWM
4665
Willow Creek Wealth Management
California
$794K +$92.6K +531 +14%
OFP
4666
OLIO Financial Planning
Virginia
$794K +$4.18K +24 +0.6%
NSG
4667
Nalls Sherbakoff Group
Tennessee
$794K -$174K -1,001 -19%
HOWA
4668
Heritage Oak Wealth Advisors
Florida
$790K +$36.8K +211 +5%
NLP
4669
Next Level Private
New York
$789K +$59.1K +339 +9%
AC
4670
AWM Capital
Arizona
$788K -$580K -3,330 -44%
FFWM
4671
Future Financial Wealth Management
Ohio
$788K +$9.24K +53 +1%
FWM
4672
FSA Wealth Management
Massachusetts
$786K -$15.2K -87 -2%
OFP
4673
OFC Financial Planning
New Jersey
$785K -$488K -2,799 -40%
CWM
4674
Collaborative Wealth Management
Florida
$785K -$18.7K -107 -2%
WCM
4675
Wealthcare Capital Management
Virginia
$783K +$16.9K +97 +2%
185 186
187
188 189