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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3026
Lauterbach Financial Advisors
Texas
$490K – – –
SIM
3027
Synergy Investment Management
Florida
$488K -$19.4K -56 -5%
LIA
3028
LifePlan Investment Advisors
North Carolina
$488K +$32.6K +94 +9%
HCWM
3029
Hidden Cove Wealth Management
Washington
$487K -$7.98K -23 -2%
FPWM
3030
FSB Premier Wealth Management
Iowa
$487K -$5.55K -16 -1%
PRP
3031
Peak Retirement Planning
Ohio
$487K +$110K +317 +41%
SSWG
3032
Seven Springs Wealth Group
Tennessee
$486K – – –
SWM
3033
SilverOak Wealth Management
Minnesota
$486K +$74.9K +216 +25%
IA
3034
Intellus Advisors
Florida
$485K -$129K -372 -25%
EWM
3035
Elite Wealth Management
Washington
$484K -$649K -1,870 -63%
FFWM
3036
Future Financial Wealth Management
Ohio
$484K -$347 -1 -0.1%
HWMC
3037
Heritage Wealth Management (California)
California
$483K -$7.98K -23 -2%
CAM
3038
Cobblestone Asset Management
Virginia
$483K – – –
WTFG
3039
Wells Trecaso Financial Group
Ohio
$483K -$117K -336 -24%
MW
3040
Members Wealth
Pennsylvania
$481K +$363K +1,047 New
BDF
3041
Black Diamond Financial
Maryland
$481K +$87.1K +251 +30%
CA
3042
CGN Advisors
Kansas
$479K – – –
PIA
3043
Panoramic Investment Advisors
Colorado
$479K -$4.51K -13 -1%
SWAG
3044
Spectrum Wealth Advisory Group
California
$479K +$46.8K +135 +14%
RFA
3045
Register Financial Advisors
Georgia
$478K -$5.9K -17 -2%
ISFAN
3046
Investor's Fiduciary Advisor Network
Washington
$477K -$45.4K -131 -11%
E
3047
EntreWealth
Texas
$476K +$371K +1,071 New
WAM
3048
Wallington Asset Management
Indiana
$476K -$22.2K -64 -6%
HFM
3049
Hartford Financial Management
Connecticut
$475K – – –
PAW
3050
Plan A Wealth
Nebraska
$475K +$3.47K +10 +0.9%
120 121
122
123 124