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Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
3801
Orin Green Financial
California
$304K +$321K +949 New
WWP
3802
Wise Wealth Partners
Arizona
$304K +$338 +1 +0.1%
WP
3803
Wealthspan Partners
Iowa
$303K -$8.46K -25 -3%
API
3804
Asset Planning Inc
California
$302K +$338 +1 +0.1%
MPW
3805
Magnolia Private Wealth
Pennsylvania
$302K +$60.9K +180 +26%
RWMG
3806
Redwood Wealth Management Group
New Jersey
$302K +$1.35K +4 +0.5%
ACM
3807
Academy Capital Management
Texas
$301K +$10.5K +31 +4%
AAM
3808
AR Asset Management
California
$301K – – –
NWMP
3809
Noble Wealth Management PBC
Colorado
$300K – – –
NRI
3810
NFP Retirement Inc
California
$299K +$6.77K +20 +2%
APW
3811
Aurora Private Wealth
New Jersey
$297K -$108K -318 -27%
AIA
3812
Alternative Investment Advisors
Florida
$297K +$10.2K +30 +4%
FMP
3813
Financial Management Professionals
Texas
$296K +$3.72K +11 +1%
TFA
3814
Trinity Financial Advisors
Ohio
$296K +$15.9K +47 +6%
LFP
3815
Lakeshore Financial Planning
Michigan
$295K -$16.6K -49 -5%
WMWM
3816
Wilkins Miller Wealth Management
Alabama
$295K – – –
TIM
3817
Total Investment Management
Arizona
$294K -$1.35K -4 -0.5%
EF
3818
Exeter Financial
Arizona
$294K – – –
IF
3819
Ironwood Financial
Arizona
$293K – – –
FWM
3820
FSA Wealth Management
Massachusetts
$293K +$1.69K +5 +0.6%
WMWM
3821
Whitaker-Myers Wealth Managers
Ohio
$292K -$223K -658 -44%
SM
3822
Sensible Money
Arizona
$292K +$25.7K +76 +10%
CCM
3823
Collar Capital Management
Wisconsin
$292K – – –
TCMP
3824
Thrive Capital Management (Pennsylvania)
Pennsylvania
$292K +$282K +832 New
VCAM
3825
Van Cleef Asset Management
Ohio
$292K -$6.77K -20 -2%
151 152
153
154 155