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Name Holding Trade Value Shares
Change 		Change in
Stake
22CM
2251
20/20 Capital Management
California
$537K – – –
EC
2252
Estate Counselors
Wisconsin
$536K +$29.6K +148 +6%
ZF
2253
Zhang Financial
Michigan
$532K -$58.5K -293 -10%
RWM
2254
RKL Wealth Management
Pennsylvania
$530K +$212K +1,061 +67%
RFM
2255
Royal Fund Management
Florida
$528K +$70.9K +355 +16%
HFP
2256
Holistic Financial Partners
Indiana
$527K +$35K +175 +7%
MAM
2257
Marotta Asset Management
Virginia
$524K – – –
WFM
2258
Wolff Financial Management
Michigan
$524K +$200 +1 +0%
LB
2259
Leo Brokerage
Texas
$524K +$542K +2,715 New
EWA
2260
ERTS Wealth Advisors
Michigan
$522K +$399 +2 +0.1%
CAM
2261
Cubic Asset Management
Massachusetts
$522K +$225K +1,125 +76%
CWM
2262
Cordatus Wealth Management
Pennsylvania
$521K – – –
CA
2263
Cullinan Associates
Kentucky
$520K +$180K +900 +53%
UAS
2264
United Asset Strategies
New York
$519K -$51.1K -256 -9%
KCM
2265
Kathmere Capital Management
Pennsylvania
$518K -$292K -1,461 -36%
DACG
2266
Donor Advised Charitable Giving
California
$517K – – –
JWM
2267
JGP Wealth Management
Oregon
$516K -$2.4K -12 -0.5%
NFSG
2268
Newbridge Financial Services Group
Florida
$515K +$514K +2,574 New
TCM
2269
Tufton Capital Management
Maryland
$515K +$515K +2,577 New
HR
2270
Hayden Royal
North Carolina
$513K +$29.8K +149 +6%
LRIA
2271
Leonard Rickey Investment Advisors
Washington
$513K +$161K +805 +46%
DWM
2272
Darwin Wealth Management
Florida
$510K -$569K -2,847 -53%
WAM
2273
Winslow Asset Management
Ohio
$510K – – –
TF
2274
TLWM Financial
Texas
$510K +$19.4K +97 +4%
ECA
2275
Elevated Capital Advisors
Utah
$509K +$13.6K +68 +3%
89 90
91
92 93