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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
5426
IF Advisors
Texas
$433K – – –
OFI
5427
Outbound Financial Inc
Colorado
$433K – – –
RF
5428
Robinswood Financial
Washington
$432K -$5.14K -28 -1%
GWA
5429
Geometric Wealth Advisors
District of Columbia
$432K +$42.6K +232 +10%
FS
5430
Ferguson Shapiro
Georgia
$432K +$9.17K +50 +2%
PP
5431
Pingora Partners
Wyoming
$432K – – –
COFSG
5432
Carbahal Olsen Financial Services Group
California
$431K – – –
HWA
5433
Heritage Wealth Architects
Minnesota
$431K -$64.2K -350 -14%
OLA
5434
Oliver Luxxe Assets
New Jersey
$430K -$31K -169 -6%
HFA
5435
Highland Financial Advisors
New Jersey
$429K +$59.3K +323 +15%
FFIC
5436
First Fiduciary Investment Counsel
Ohio
$429K -$46.8K -255 -9%
B
5437
Bedminster
South Carolina
$427K – – –
BWM
5438
Boyd Wealth Management
California
$427K +$53.6K +292 +14%
GPWA
5439
Great Point Wealth Advisors
Massachusetts
$427K +$4.59K +25 +1%
CGFA
5440
Colton Groome Financial Advisors
North Carolina
$427K -$26.8K -146 -6%
AA
5441
AJ Advisors
Tennessee
$426K +$15K +82 +3%
FWWM
5442
Fiscal Wisdom Wealth Management
Connecticut
$426K +$45.3K +247 +11%
PIS
5443
POM Investment Strategies
North Carolina
$424K -$35.6K -194 -7%
FWM
5444
Fingerlakes Wealth Management
New York
$422K +$18.7K +102 +4%
EI
5445
EDMP Inc
Florida
$422K +$444K +2,418 New
SNBOSCI
5446
Security National Bank of Sioux City Iowa
Iowa
$421K -$9.17K -50 -2%
RIG
5447
Ramiah Investment Group
Wisconsin
$421K +$41.6K +227 +10%
VWM
5448
Vigil Wealth Management
Florida
$421K +$5.14K +28 +1%
CTA
5449
Clear Trail Advisors
Texas
$420K +$4.22K +23 +1%
TWP
5450
Tower Wealth Partners
Pennsylvania
$420K -$36.1K -197 -8%
216 217
218
219 220