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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2601
Phillips Wealth Planners
Mississippi
$668K +$45.9K +206 +8%
AA
2602
Advisory Alpha
Michigan
$668K +$30K +135 +5%
MS
2603
Mizuho Securities
Japan
$667K -$2.23K -10 -0.3%
MCM
2604
Morton Capital Management
California
$665K -$52.5K -236 -7%
VA
2605
Valmark Advisers
Ohio
$664K +$15.8K +71 +2%
WMA
2606
West Michigan Advisors
Michigan
$663K +$191K +857 +41%
FBT
2607
First Bank & Trust
South Dakota
$660K -$32.9K -148 -5%
GF
2608
Gries Financial
Ohio
$659K -$92.4K -415 -12%
HC
2609
Hoese & Co
Minnesota
$659K -$1.56K -7 -0.2%
WCM
2610
Wedge Capital Management
North Carolina
$657K +$10K +45 +2%
SIAG
2611
Safeguard Investment Advisory Group
California
$656K -$16.9K -76 -3%
SC
2612
Saiph Capital
New Jersey
$655K +$18K +81 +3%
SWRP
2613
Summit Wealth & Retirement Planning
California
$655K -$225K -1,012 -26%
SWA
2614
SOA Wealth Advisors
New York
$654K +$668 +3 +0.1%
MWP
2615
Madison Wealth Partners
Wisconsin
$654K -$49.6K -223 -7%
CAM
2616
Claret Asset Management
Quebec, Canada
$653K +$22.9K +103 +4%
RLIM
2617
Red Lighthouse Investment Management
New York
$651K – – –
LIA
2618
LBMC Investment Advisors
Tennessee
$650K +$223 +1 +0%
T
2619
TrueFG
Texas
$650K +$668 +3 +0.1%
KFS
2620
Kaizen Financial Strategies
California
$649K -$35.4K -159 -5%
BWM
2621
Baron Wealth Management
Michigan
$649K +$2.89K +13 +0.5%
SPC
2622
Stewart & Patten Company
California
$647K +$22.9K +103 +4%
PHAM
2623
Palisades Hudson Asset Management
Florida
$647K -$5.34K -24 -0.8%
WDL
2624
Well Done LLC
Michigan
$646K +$27.2K +122 +4%
TFA
2625
Tranquilli Financial Advisor
New Jersey
$646K +$34.5K +155 +6%
103 104
105
106 107