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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3551
Sterling Financial Planning
New Jersey
$2.7M -$191K -1,041 -6%
E
3552
ETFidea
New York
$2.69M -$109K -593 -4%
KLI
3553
Kelman-Lazarov Inc
Tennessee
$2.69M -$21.5K -117 -0.7%
JWBC
3554
John W. Brooker & Co
California
$2.69M -$2.02K -11 -0.1%
FS
3555
Ferguson Shapiro
Georgia
$2.69M +$397K +2,166 +16%
KW
3556
KWB Wealth
California
$2.68M – – –
DC
3557
Dantai Capital
Hong Kong
$2.67M +$1.76M +9,600 +160%
RCM
3558
Riverpark Capital Management
New York
$2.67M – – –
FAFN
3559
First Affirmative Financial Network
Colorado
$2.67M +$142K +774 +5%
WFO
3560
Wealthgate Family Office
Colorado
$2.67M – – –
OWIM
3561
Old West Investment Management
California
$2.67M – – –
CFS
3562
Commonwealth Financial Services
West Virginia
$2.66M +$2.85M +15,560 New
DF
3563
Donoghue Forlines
Massachusetts
$2.66M +$1.22M +6,634 +75%
MWM
3564
MinichMacGregor Wealth Management
New York
$2.65M +$70.2K +383 +3%
PS
3565
Planned Solutions
California
$2.65M -$37.4K -204 -1%
BG
3566
Bollard Group
Massachusetts
$2.65M -$242K -1,319 -8%
LHEI
3567
Leo H. Evart Inc
California
$2.65M -$49.5K -270 -2%
MCC
3568
Malaga Cove Capital
California
$2.65M +$31.5K +172 +1%
HIS
3569
Harvest Investment Services
Illinois
$2.65M +$360K +1,962 +15%
OPOWM
3570
One Plus One Wealth Management
Florida
$2.64M -$72.4K -395 -2%
MAP
3571
Milestone Advisory Partners
North Carolina
$2.64M +$183 +1 +0%
CTC
3572
Corundum Trust Company
South Dakota
$2.63M -$130K -709 -4%
AW
3573
Avion Wealth
Texas
$2.63M +$52.8K +288 +2%
BCM
3574
Basso Capital Management
Connecticut
$2.63M – – –
GSAM
3575
Grant Street Asset Management
Pennsylvania
$2.63M -$838K -4,569 -23%
141 142
143
144 145