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Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
3276
Total Wealth Planning & Management
Florida
$610K -$74.1K -219 -11%
KFA
3277
Krane Funds Advisors
New York
$610K +$297K +878 +102%
MFG
3278
Mission Financial Group
Nevada
$609K +$682K +2,016 New
PCM
3279
Park Capital Management
Wisconsin
$606K -$12.9K -38 -2%
EBA
3280
Eagle Bay Advisors
New York
$606K -$338 -1 -0.1%
WDG
3281
Wealth Dimensions Group
Ohio
$606K -$17.9K -53 -3%
RA
3282
Riversedge Advisors
Delaware
$606K +$124K +366 +27%
CWA
3283
CM Wealth Advisors
Ohio
$605K – – –
CCA
3284
Carrera Capital Advisors
Michigan
$605K +$68K +201 +13%
ICCON
3285
Investment Counsel Company of Nevada
Nevada
$605K +$584K +1,725 New
HCA
3286
Heck Capital Advisors
Wisconsin
$603K -$754K -2,228 -56%
CFD
3287
Creative Financial Designs
Indiana
$603K +$48.7K +144 +9%
OPPS
3288
Obsidian Personal Planning Solutions
Maryland
$602K -$7.11K -21 -1%
CPA
3289
Clear Point Advisors
New York
$599K -$13.2K -39 -2%
IPWA
3290
International Private Wealth Advisors
California
$597K -$16.2K -48 -3%
TCM
3291
Tuttle Capital Management
Connecticut
$596K +$132K +389 +30%
JEST
3292
JTC Employer Solutions Trustee
Jersey
$596K – – –
MWA
3293
Motive Wealth Advisors
Michigan
$596K – – –
HA
3294
Hofer & Associates
California
$594K +$1.01K +3 +0.2%
BWM
3295
BCS Wealth Management
Tennessee
$594K -$191K -564 -25%
DPI
3296
Diversified Portfolios Inc
Michigan
$593K -$301K -890 -34%
DI
3297
Disciplined Investors
Texas
$593K +$338 +1 +0.1%
NFSG
3298
Newbridge Financial Services Group
Florida
$590K -$163K -483 -22%
ACC
3299
Acorn Creek Capital
Colorado
$590K +$29.1K +86 +5%
NAG
3300
Northstar Advisory Group
New Jersey
$589K +$56.2K +166 +11%
130 131
132
133 134