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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
5001
Tower Wealth Partners
Pennsylvania
$422K +$11.7K +67 +3%
EFG
5002
Erickson Financial Group
Pennsylvania
$422K +$27K +155 +7%
KWM
5003
KMT Wealth Management
California
$420K – – –
SEEDPG
5004
S.E.E.D. Planning Group
New York
$419K -$354K -2,030 -47%
WMS
5005
Wealth Management Strategies
Pennsylvania
$419K -$8.71K -50 -2%
CCM
5006
Charter Capital Management
Wisconsin
$418K – – –
GWM
5007
Global Wealth Management
New Jersey
$417K – – –
GWA
5008
Geometric Wealth Advisors
District of Columbia
$417K +$16.4K +94 +4%
SFP
5009
Strategic Financial Partners
Oregon
$417K +$2.62K +15 +0.7%
PA
5010
PharVision Advisers
Florida
$416K +$389K +2,230 New
PWP
5011
Phillips Wealth Planners
Mississippi
$416K +$2.09K +12 +0.5%
HFA
5012
Hershey Financial Advisers
Pennsylvania
$416K +$95.2K +546 +32%
FW
5013
Fairway Wealth
Ohio
$414K – – –
HCM
5014
Hutchinson Capital Management
California
$413K +$37.1K +213 +11%
BFA
5015
Buttonwood Financial Advisors
Maryland
$412K +$17.1K +98 +5%
JWBC
5016
John W. Brooker & Co
California
$411K +$158K +904 +70%
RIM
5017
Reliant Investment Management
Tennessee
$411K -$133K -765 -26%
MA
5018
MSA Advisors
California
$410K – – –
TB
5019
Terril Brothers
Missouri
$410K +$383K +2,200 New
ORG
5020
Optimist Retirement Group
Washington
$410K -$45.3K -260 -11%
NPI
5021
New Perspectives Inc
Mississippi
$408K – – –
HBCM
5022
Heron Bay Capital Management
Michigan
$406K -$523 -3 -0.1%
FF
5023
Friedenthal Financial
New Jersey
$405K +$523 +3 +0.1%
CCM
5024
Check Capital Management
California
$401K +$5.23K +30 +1%
QFPS
5025
Quantum Financial Planning Services
Washington
$400K +$374K +2,146 New
199 200
201
202 203