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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3551
Alterna Wealth Management
Texas
$343K +$19.9K +50 +7%
TCFP
3552
Treasure Coast Financial Planning
Florida
$342K -$8.35K -21 -3%
RGF
3553
Retirement Guys Formula
Ohio
$342K -$80.3K -202 -20%
WCM
3554
Warburton Capital Management
Oklahoma
$341K +$4.77K +12 +1%
EF
3555
Elite Financial
Idaho
$341K +$11.9K +30 +4%
JGCM
3556
Joseph Group Capital Management
Ohio
$341K +$111K +279 +53%
CCIA
3557
Cherry Creek Investment Advisors
Colorado
$340K +$15.9K +40 +5%
TFP
3558
Triune Financial Partners
Kansas
$340K +$60.1K +151 +23%
NWP
3559
NerdWallet Wealth Partners
New York
$340K +$35.4K +89 +12%
ACIM
3560
Azimuth Capital Investment Management
Michigan
$339K -$1.99K -5 -0.6%
RFG
3561
RFP Financial Group
Georgia
$339K – – –
DWM
3562
Dogwood Wealth Management
Kansas
$339K +$5.57K +14 +2%
SWM
3563
Sculati Wealth Management
Michigan
$339K – – –
AMBIA
3564
Allen Mooney & Barnes Investment Advisors
Georgia
$338K -$196K -492 -38%
BPW
3565
BlueDoor Private Wealth
Massachusetts
$338K +$94.7K +238 +42%
AP
3566
Appleton Partners
Massachusetts
$338K +$6.76K +17 +2%
DI
3567
Decision Investments
California
$338K – – –
FIC
3568
Family Investment Center
Missouri
$336K – – –
PHIMC
3569
Private Harbour Investment Management & Counsel
Ohio
$336K – – –
ACM
3570
Armbruster Capital Management
New York
$336K – – –
LJAC
3571
L.J. Altfest & Co
New York
$336K -$2.39K -6 -0.7%
EWM
3572
Endowment Wealth Management
Wisconsin
$336K +$317K +798 New
PWS
3573
Precision Wealth Strategies
Missouri
$335K -$23.1K -58 -7%
PIM
3574
Parker Investment Management
California
$335K -$795 -2 -0.3%
VR
3575
Valued Retirements
Texas
$332K – – –
141 142
143
144 145