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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
5101
Innovator Capital Management
Illinois
$709K +$87.1K +475 +13%
AAMA
5102
Advanced Asset Management Advisors
Ohio
$708K – – –
IAMOG
5103
Investors Asset Management of Georgia
Georgia
$708K +$49.2K +268 +7%
AA
5104
Alpha Advisors
Virginia
$707K +$146K +795 +24%
RWA
5105
Resolute Wealth Advisor
Ohio
$707K +$743K +4,051 New
JF
5106
Jump Financial
Illinois
$706K -$81M -441,410 -99%
HOWA
5107
Hudson Oak Wealth Advisory
New Jersey
$706K -$7.89K -43 -1%
VFIC
5108
Valley Forge Investment Consultants
Pennsylvania
$705K +$62.4K +340 +9%
SFS
5109
Searcy Financial Services
Kansas
$702K +$14.7K +80 +2%
DF
5110
Define Financial
California
$702K +$17.4K +95 +2%
CPP
5111
Capasso Planning Partners
South Carolina
$701K +$4.22K +23 +0.6%
DCM
5112
Davis Capital Management
Florida
$701K -$99.6K -543 -12%
CP
5113
Capital Planning
Washington
$700K -$173K -945 -19%
TFG
5114
Taylor Financial Group
Virginia
$700K – – –
HWMG
5115
Hurlow Wealth Management Group
Indiana
$699K +$18.9K +103 +3%
MFG
5116
Marmo Financial Group
Tennessee
$698K +$33.9K +185 +5%
AAM
5117
Ameraudi Asset Management
New York
$694K -$39.8K -217 -5%
PRS
5118
Pinkerton Retirement Specialists
Idaho
$691K -$10.6K -58 -2%
KSWWM
5119
Keyes Stange & Wooten Wealth Management
Florida
$691K +$175K +955 +32%
LD
5120
Lipe & Dalton
New York
$689K – – –
IAA
5121
Ironsides Asset Advisors
North Carolina
$688K -$18.2K -99 -2%
SCM
5122
Sterneck Capital Management
Missouri
$688K -$1.47K -8 -0.2%
AC
5123
Attessa Capital
Arizona
$686K +$110K +600 +18%
M
5124
MYeCFO
California
$685K -$2.57K -14 -0.4%
SM
5125
Sensible Money
Arizona
$685K -$45.3K -247 -6%
203 204
205
206 207