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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
3226
Mosaic Family Wealth Partners
Missouri
$419K +$7.84K +29 +2%
WWP
3227
Waypoint Wealth Partners
California
$416K +$192K +712 +89%
CFFP
3228
Center for Financial Planning
Michigan
$416K +$2.43K +9 +0.6%
APG
3229
Abacus Planning Group
South Carolina
$415K +$91.7K +339 +29%
AWA
3230
Aletheian Wealth Advisors
Washington
$414K -$594K -2,197 -59%
TVAMP
3231
Tennessee Valley Asset Management Partners
Tennessee
$414K -$131K -483 -24%
LRWA
3232
Long Run Wealth Advisors
New York
$414K -$1.89K -7 -0.5%
PFM
3233
Phillips Financial Management
Indiana
$412K +$3.79K +14 +0.9%
EWS
3234
Eagle Wealth Strategies
New Jersey
$412K +$405K +1,499 New
EA
3235
Echo45 Advisors
California
$412K -$23.3K -86 -5%
SC
3236
Seldon Capital
California
$411K – – –
PBO
3237
Peoples Bank (Ohio)
Ohio
$411K -$2.7K -10 -0.7%
WA
3238
WESPAC Advisors
California
$411K – – –
LFG
3239
Lockerman Financial Group
California
$409K -$24.6K -91 -6%
FWP
3240
Firethorn Wealth Partners
Georgia
$409K +$2.97K +11 +0.7%
CHA
3241
Carmichael Hill & Associates
Maryland
$406K -$86.5K -320 -18%
DWM
3242
Defined Wealth Management
Oregon
$406K +$15.7K +58 +4%
IWM
3243
Iams Wealth Management
Nebraska
$406K +$88.1K +326 +28%
MIM
3244
Marco Investment Management
Georgia
$405K -$17.8K -66 -4%
CCA
3245
Carrera Capital Advisors
Michigan
$404K +$34.1K +126 +9%
MWA
3246
Motive Wealth Advisors
Michigan
$404K – – –
PPW
3247
Presilium Private Wealth
Pennsylvania
$404K – – –
SIC
3248
Schwartz Investment Counsel
Michigan
$404K – – –
FFG
3249
Fortem Financial Group
California
$404K +$5.14K +19 +1%
MWC
3250
MBM Wealth Consultants
Missouri
$403K – – –
128 129
130
131 132