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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2551
Fountainhead AM
New Jersey
$431K +$36.6K +174 +9%
SAM
2552
Secure Asset Management
Michigan
$428K +$27.8K +132 +7%
SIAG
2553
Safeguard Investment Advisory Group
California
$427K -$25K -119 -6%
WDL
2554
Well Done LLC
Michigan
$427K +$29.9K +142 +8%
CC
2555
Caxton Corporation
New Jersey
$427K +$163K +774 +62%
CWA
2556
Clearview Wealth Advisors
Oregon
$424K +$11.6K +55 +3%
CFC
2557
Coyle Financial Counsel
Illinois
$423K +$421K +2,000 New
PCC
2558
Park Circle Company
Maryland
$423K +$421K +2,000 New
CIM
2559
Confluence Investment Management
Missouri
$421K -$70.1K -333 -14%
SAF
2560
Smith Anglin Financial
Texas
$419K -$7.79K -37 -2%
PRWA
2561
Platte River Wealth Advisors
Colorado
$419K – – –
ICP
2562
Interchange Capital Partners
Pennsylvania
$418K +$25.5K +121 +7%
AO
2563
Allen Operations
New York
$416K – – –
QCIG
2564
Quad-Cities Investment Group
Iowa
$414K +$210 +1 +0.1%
HFP
2565
Holistic Financial Partners
Indiana
$413K -$125K -593 -23%
HA
2566
HYA Advisors
Missouri
$413K +$73.9K +351 +22%
ECM
2567
Ensemble Capital Management
California
$412K -$109K -518 -21%
MWC
2568
MBM Wealth Consultants
Missouri
$412K -$105K -498 -20%
WF
2569
WoodTrust Financial
Wisconsin
$412K +$5.47K +26 +1%
PCFFS
2570
Pacific Center for Financial Services
California
$410K – – –
SWA
2571
SOA Wealth Advisors
New York
$410K +$25.5K +121 +7%
TAIM
2572
TD Ameritrade Investment Management
Nebraska
$407K – – –
VCM
2573
Versant Capital Management
Arizona
$407K +$18.1K +86 +5%
GWA
2574
GGM Wealth Advisors
Maryland
$405K -$2.53K -12 -0.7%
HWM
2575
Hemington Wealth Management
Virginia
$404K -$43.2K -205 -10%
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