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Name Holding Trade Value Shares
Change 		Change in
Stake
C
3026
Covestor
United Kingdom
$440K -$56.6K -176 -14%
ISFAN
3027
Investor's Fiduciary Advisor Network
Washington
$440K +$351K +1,090 New
LFA
3028
Lauterbach Financial Advisors
Texas
$440K – – –
PAMG
3029
Patton Albertson Miller Group
Tennessee
$440K +$12.9K +40 +4%
SO
3030
Sierra Ocean
California
$439K +$350K +1,087 New
CC
3031
Copperleaf Capital
North Carolina
$438K -$1.61K -5 -0.5%
4WM
3032
44 Wealth Management
Oregon
$438K +$5.15K +16 +1%
NLWP
3033
Next Level Wealth Planning
Idaho
$437K +$348K +1,082 New
HWM
3034
HighMark Wealth Management
Minnesota
$437K -$27.3K -85 -7%
HFM
3035
Hartford Financial Management
Connecticut
$437K – – –
MSWM
3036
Mowery & Schoenfeld Wealth Management
Illinois
$436K -$22.2K -69 -6%
EFP
3037
Elser Financial Planning
Indiana
$436K +$347K +1,079 New
NL
3038
Navalign LLC
California
$433K -$273K -849 -44%
AC
3039
AWM Capital
Arizona
$433K +$345K +1,072 New
WAM
3040
Wallington Asset Management
Indiana
$432K – – –
SAM
3041
Strive Asset Management
Ohio
$430K +$343K +1,066 New
SL
3042
Summitry LLC
California
$430K -$79.8K -248 -19%
APW
3043
Axim Planning & Wealth
Ohio
$430K -$79.1K -246 -19%
BBPWM
3044
Blue Bell Private Wealth Management
Pennsylvania
$430K +$4.5K +14 +1%
SPAS
3045
Spectrum Planning & Advisory Services
California
$430K +$14.5K +45 +4%
CP
3046
Cornerstone Planning
North Carolina
$430K +$343K +1,065 New
SEM
3047
Suncoast Equity Management
Florida
$430K +$82K +255 +32%
AL
3048
ACAS LLC
California
$430K +$73.7K +229 +25%
SFS
3049
Security Financial Services
Indiana
$429K +$18.3K +57 +6%
CFS
3050
Commonwealth Financial Services
West Virginia
$429K +$341K +1,061 New
120 121
122
123 124