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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
5451
Safe Harbor Fiduciary
Florida
$419K +$418K +2,244 New
CCM
5452
Charter Capital Management
Wisconsin
$418K – – –
SEEDPG
5453
S.E.E.D. Planning Group
New York
$417K -$1.3K -7 -0.3%
SFP
5454
Strategic Financial Partners
Oregon
$417K – – –
AFC
5455
Avise Financial Cooperative
California
$416K +$415K +2,230 New
HCM
5456
Hutchinson Capital Management
California
$416K +$2.79K +15 +0.7%
GW
5457
Graetz Wealth
Michigan
$413K +$412K +2,216 New
GSWA
5458
Good Steward Wealth Advisors
Tennessee
$411K -$24.2K -130 -6%
BFA
5459
Buttonwood Financial Advisors
Maryland
$411K -$558 -3 -0.1%
WMWM
5460
Wilkins Miller Wealth Management
Alabama
$410K +$18.8K +101 +5%
MA
5461
MSA Advisors
California
$410K – – –
ORG
5462
Optimist Retirement Group
Washington
$409K – – –
FWWM
5463
Fiscal Wisdom Wealth Management
Connecticut
$409K +$5.96K +32 +1%
PPA
5464
Painted Porch Advisors
California
$409K +$11.4K +61 +3%
NPI
5465
New Perspectives Inc
Mississippi
$408K – – –
RIG
5466
Ramiah Investment Group
Wisconsin
$408K +$38K +204 +10%
OWA
5467
Oak Wealth Advisors
Illinois
$407K +$67.2K +361 +20%
CWWM
5468
Curry Webb Wealth Management
Indiana
$406K +$406K +2,179 New
WFA
5469
Websterrogers Financial Advisors
South Carolina
$406K +$11K +59 +3%
PWMG
5470
Pinnacle Wealth Management Group
Michigan
$405K -$18.6K -100 -4%
BWM
5471
Boyd Wealth Management
California
$402K -$175K -940 -30%
GWM
5472
Global Wealth Management
New Jersey
$400K -$17.5K -94 -4%
WMS
5473
Wealth Management Strategies
Pennsylvania
$400K -$18.6K -100 -4%
PWP
5474
PrairieView Wealth Partners
Illinois
$399K – – –
HFA
5475
Highland Financial Advisors
New Jersey
$399K +$110K +589 +38%
217 218
219
220 221