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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
3151
Contravisory Investment Management
Massachusetts
$467K – – –
SCA
3152
Sandy Cove Advisors
Massachusetts
$466K +$2.16K +8 +0.5%
RFN
3153
Redwood Financial Network
Ohio
$465K -$22.2K -82 -5%
HA
3154
Hofer & Associates
California
$465K +$1.08K +4 +0.2%
SFC
3155
SYM Financial Corp
Indiana
$465K +$53K +196 +13%
DP
3156
Divergent Planning
Maryland
$463K – – –
BWA
3157
Burt Wealth Advisors
Maryland
$462K – – –
AWP
3158
Abacus Wealth Partners
California
$461K +$79.8K +295 +21%
SWM
3159
Seed Wealth Management
Illinois
$460K – – –
PS
3160
Planned Solutions
California
$460K +$8.65K +32 +2%
TFF
3161
The Family Firm
Maryland
$458K +$80.6K +298 +22%
OC
3162
Oarsman Capital
Wisconsin
$458K +$15.4K +57 +4%
SPWM
3163
Schrum Private Wealth Management
Florida
$458K -$1.48M -5,466 -77%
LGG
3164
Luts & Greenleigh Group
Maryland
$456K +$104K +384 +30%
VCM
3165
Vivaldi Capital Management
Illinois
$455K +$3.52K +13 +0.8%
CFG
3166
Carr Financial Group
Massachusetts
$455K +$13.8K +51 +3%
GSAM
3167
Grant Street Asset Management
Pennsylvania
$454K +$5.14K +19 +1%
WPWM
3168
Western Pacific Wealth Management
Illinois
$454K – – –
PIM
3169
Pullen Investment Management
Florida
$454K +$7.84K +29 +2%
SSW
3170
Smith Shellnut Wilson
Mississippi
$453K +$5.14K +19 +1%
NIWA
3171
New Insight Wealth Advisors
California
$451K – – –
RAS
3172
RPS Advisory Solutions
Kentucky
$451K -$41.6K -154 -9%
MHR
3173
Matthew Hamilton Rosenberg
$450K -$11.6K -43 -3%
BFWM
3174
Bright Futures Wealth Management
New York
$450K -$25.7K -95 -6%
CWA
3175
Consilio Wealth Advisors
Washington
$448K +$41.4K +153 +10%
125 126
127
128 129