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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3101
Wiser Wealth Management
Georgia
$599K +$35.5K +80 +6%
MLFP
3102
MPS Loria Financial Planners
Illinois
$598K +$2.22K +5 +0.4%
BI
3103
Bolthouse Investments
California
$598K +$88.7K +200 +18%
MCP
3104
Miller Capital Partners
Michigan
$598K +$590K +1,330 New
MEAC
3105
M.E. Allison & Co
Texas
$597K +$22.2K +50 +4%
TTWM
3106
TCV Trust & Wealth Management
Virginia
$597K +$44.3K +100 +8%
TM
3107
TigerOak Management
New Mexico
$597K – – –
FPN
3108
Financial Planning Navigators
Minnesota
$596K +$588K +1,326 New
CFG
3109
Certior Financial Group
Pennsylvania
$596K -$233K -526 -28%
FF
3110
Francis Financial
$596K -$26.2K -59 -4%
JA
3111
JVL Associates
Michigan
$596K -$18.6K -42 -3%
BIA
3112
Biondo Investment Advisors
Pennsylvania
$595K +$70.5K +159 +14%
HCWM
3113
Hidden Cove Wealth Management
Washington
$595K +$101K +228 +21%
BLFG
3114
Brian Low Financial Group
Louisiana
$595K -$133K -300 -18%
4WM
3115
49 Wealth Management
Texas
$595K +$178K +402 +44%
JPLA
3116
Joseph P. Lucia & Associates
New York
$594K +$114K +257 +24%
MAM
3117
McCarthy Asset Management
California
$594K – – –
MWM
3118
Meritas Wealth Management
California
$594K – – –
SIG
3119
Spinnaker Investment Group
California
$593K -$23.5K -53 -4%
AMBIA
3120
Allen Mooney & Barnes Investment Advisors
Georgia
$593K -$887 -2 -0.2%
PCS
3121
Private Client Services
Kentucky
$591K -$57.6K -130 -9%
UBG
3122
United Bank (Georgia)
Georgia
$591K – – –
SVCP
3123
Silicon Valley Capital Partners
California
$591K +$116K +261 +25%
PWM
3124
Peterson Wealth Management
Nevada
$590K -$44.3K -100 -7%
MA
3125
MBA Advisors
Pennsylvania
$590K +$28.8K +65 +5%
123 124
125
126 127