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Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
5176
Valley Forge Investment Consultants
Pennsylvania
$767K -$42.8K -208 -5%
SPWM
5177
Straight Path Wealth Management
Michigan
$767K +$206 +1 +0%
CWR
5178
Chico Wealth RIA
California
$765K -$104K -504 -12%
IFO
5179
Independent Family Office
New York
$764K – – –
M
5180
MYeCFO
California
$764K -$9.66K -47 -1%
LF
5181
LifePlan Financial
Minnesota
$764K +$785K +3,819 New
HSWS
5182
Higgins & Schmidt Wealth Strategies
Colorado
$761K -$1.85K -9 -0.2%
TFP
5183
Traction Financial Partners
Wyoming
$759K -$5.14K -25 -0.7%
HIA
5184
HTG Investment Advisors
Connecticut
$757K -$363K -1,766 -32%
RFS
5185
Retirement Financial Solutions
Tennessee
$753K +$99.9K +486 +15%
DFG
5186
Dynamic Financial Group
Iowa
$753K +$2.88K +14 +0.4%
SA
5187
Sylvest Advisors
Texas
$752K +$208K +1,011 +37%
CWM
5188
Chronos Wealth Management
Florida
$751K +$23.6K +115 +3%
DAS
5189
DMKC Advisory Services
Iowa
$750K +$2.06K +10 +0.3%
LOIP
5190
Live Oak Investment Partners
Texas
$749K -$35.8K -174 -4%
NECFA
5191
New England Capital Financial Advisors
Connecticut
$747K -$28.4K -138 -4%
CF
5192
Calder Financial
Pennsylvania
$743K -$17.3K -84 -2%
BIA
5193
BHK Investment Advisors
Alabama
$742K +$16.4K +80 +2%
OIS
5194
Okabena Investment Services
Minnesota
$740K – – –
IVP
5195
Intrinsic Value Partners
Arizona
$738K – – –
BFS
5196
Boyer Financial Services
California
$737K +$99.7K +485 +15%
SF
5197
Steffes Financial
Kansas
$735K +$54.9K +267 +8%
KFG
5198
Kelly Financial Group
Connecticut
$733K -$3.29K -16 -0.4%
DWS
5199
Dynamic Wealth Strategies
California
$730K -$89K -433 -11%
GPA
5200
Guidance Point Advisors
Massachusetts
$728K +$82.2K +400 +12%
206 207
208
209 210