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Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
4001
Financial Planning Navigators
Minnesota
$296K +$18.3K +57 +7%
V
4002
ViaWealth
Kansas
$295K – – –
VPF
4003
Vantage Point Financial
Illinois
$295K +$17.3K +54 +7%
MM
4004
MQS Management
New York
$294K -$33.4K -104 -11%
HWMC
4005
Heritage Wealth Management (California)
California
$294K +$12.8K +40 +5%
RBCM
4006
Raub Brock Capital Management
California
$293K -$11M -34,313 -98%
CM
4007
Capula Management
Cayman Islands
$293K -$2.28M -7,114 -89%
FA
4008
Fedenia Advisers
Wisconsin
$292K -$9.95K -31 -4%
SM
4009
Sensible Money
Arizona
$292K +$5.78K +18 +2%
SFG
4010
Southern Financial Group
Alabama
$292K -$2.57K -8 -0.9%
FS
4011
Financial Symmetry
North Carolina
$292K +$32.1K +100 +13%
WFP
4012
Wrenne Financial Planning
Kentucky
$291K +$273K +849 New
API
4013
Asset Planning Inc
California
$291K +$321 +1 +0.1%
TWM
4014
Tortuga Wealth Management
California
$291K +$37.9K +118 +16%
AWMM
4015
Aegis Wealth Management (Maryland)
Maryland
$290K -$6.42K -20 -2%
EFG
4016
Ehrlich Financial Group
California
$290K -$18.9K -59 -7%
EW
4017
Enzi Wealth
Texas
$290K +$8.99K +28 +4%
SWG
4018
Summit Wealth Group
Vermont
$289K -$52.3K -163 -16%
CA
4019
CapWealth Advisors
Tennessee
$288K -$16.1K -50 -6%
DG
4020
DMC Group
Alabama
$288K -$32.1K -100 -11%
IWB
4021
Innovative Wealth Building
Maryland
$288K -$9.31K -29 -3%
AF
4022
Affiance Financial
Minnesota
$287K – – –
GSCM
4023
Greenfield Seitz Capital Management
Texas
$286K +$268K +835 New
MCM
4024
Mengis Capital Management
Oregon
$286K +$32.7K +102 +14%
PMFA
4025
Plante Moran Financial Advisors
Michigan
$285K -$21.8K -68 -8%
159 160
161
162 163