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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
4801
Walled Lake Planning & Wealth Management
Illinois
$485K -$5.66K -45 -1%
AFS
4802
Access Financial Services
Minnesota
$482K -$41.3K -328 -10%
MMM
4803
Mendel Money Management
Illinois
$482K -$16.4K -130 -4%
PFA
4804
Peak Financial Advisors
Colorado
$481K -$3.44M -27,351 -90%
I2I
4805
Insight 2811 Inc
Illinois
$480K +$3.77K +30 +1%
AWM
4806
AAF Wealth Management
Massachusetts
$479K +$381K +3,031 New
MSCM
4807
McElhenny Sheffield Capital Management
Texas
$476K +$4.78K +38 +1%
FSG
4808
Financial Strategies Group
Michigan
$476K – – –
DWS
4809
Dynamic Wealth Strategies
California
$475K +$1.76K +14 +0.5%
LG
4810
LaFleur & Godfrey
Michigan
$474K -$22K -175 -6%
ICA
4811
Infrastructure Capital Advisors
New York
$474K +$378K +3,000 New
RIM
4812
RW Investment Management
Idaho
$473K +$377K +2,993 New
PSIWM
4813
Paradigm Strategies in Wealth Management
Minnesota
$471K -$1.64K -13 -0.4%
UWM
4814
USAdvisors Wealth Management
Minnesota
$471K -$53.4K -424 -12%
VFG
4815
V2 Financial group
Illinois
$470K -$1.67M -13,268 -82%
HFA
4816
Hutchinson Financial Advisors
Virginia
$470K +$374K +2,975 New
AA
4817
Alpha Advisors
Virginia
$470K -$12.6K -100 -3%
RIM
4818
Reliant Investment Management
Tennessee
$469K +$77.6K +617 +26%
BWM
4819
Boyd Wealth Management
California
$468K -$36K -286 -9%
CCM
4820
Condor Capital Management
New Jersey
$465K +$2.77K +22 +0.8%
CWR
4821
Chico Wealth RIA
California
$465K +$95.6K +760 +35%
SS
4822
Sound Stewardship
Kansas
$465K -$29.8K -237 -7%
SCI
4823
Silver Coast Investments
United States
$462K – – –
FOR
4824
Family Office Research
Maryland
$462K +$8.56K +68 +2%
R
4825
Rebalance
California
$460K -$5.66K -45 -2%
191 192
193
194 195