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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
5151
Lipe & Dalton
New York
$791K – – –
MWM
5152
Mittelman Wealth Management
Massachusetts
$791K -$602K -2,928 -68%
TF
5153
Tandem Financial
Colorado
$787K -$36K -175 -4%
SM
5154
Sensible Money
Arizona
$786K +$206 +1 +0%
FC
5155
FORA Capital
Florida
$784K +$806K +3,922 New
KL
5156
Keenan LLC
Massachusetts
$783K -$219K -1,067 -21%
SF
5157
Seros Financial
Arizona
$782K -$84.5K -411 -10%
PCM
5158
Peirce Capital Management
Texas
$781K +$40.5K +197 +5%
BI
5159
Breachway Investments
Rhode Island
$781K -$140K -682 -15%
IWB
5160
Innovative Wealth Building
Maryland
$779K +$66K +321 +9%
PRRFG
5161
Paul R. Ried Financial Group
Washington
$779K -$36.4K -177 -4%
OFP
5162
OLIO Financial Planning
Virginia
$776K -$112K -547 -12%
BIM
5163
Barton Investment Management
Pennsylvania
$774K +$41.1K +200 +5%
CIM
5164
Corbyn Investment Management
Maryland
$773K +$794K +3,863 New
KWM
5165
Kiker Wealth Management
Georgia
$772K +$794K +3,860 New
CCM
5166
Condor Capital Management
New Jersey
$772K +$162K +786 +26%
SIA
5167
Sage Investment Advisers
New York
$771K -$53K -258 -6%
TSS
5168
Two Sigma Securities
New York
$770K -$1.25M -6,103 -61%
GG
5169
GenWealth Group
New Jersey
$770K +$206 +1 +0%
MFP
5170
Meramec Financial Planners
Missouri
$770K +$10.7K +52 +1%
DFG
5171
DWM Financial Group
Illinois
$768K +$847K +4,121 New
JFG
5172
Juno Financial Group
Virginia
$768K +$110K +535 +16%
CWP
5173
Clark Wealth Partners
Illinois
$768K +$24.1K +117 +3%
CPA
5174
Clear Point Advisors
New York
$767K -$66.6K -324 -8%
SC
5175
Stephenson & Company
California
$767K – – –
205 206
207
208 209