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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
4451
Endowment Wealth Management
Wisconsin
$1.09M -$149K -805 -12%
HFA
4452
Highland Financial Advisors
New Jersey
$1.09M -$54.5K -295 -5%
LI
4453
Louisbourg Investments
New Brunswick, Canada
$1.09M +$1.27M +6,860 New
JFG
4454
JMG Financial Group
Illinois
$1.09M +$170K +920 +19%
TBC
4455
Ted Buchan & Co
California
$1.08M +$140K +759 +16%
FPW
4456
Flagship Private Wealth
Massachusetts
$1.08M +$554 +3 +0.1%
GIM
4457
Gold Investment Management
Alberta, Canada
$1.08M +$1.03M +5,600 New
CAP
4458
Columbia Advisory Partners
Washington
$1.08M -$150K -815 -13%
NP
4459
Ninepoint Partners
Ontario, Canada
$1.07M +$167K +905 +19%
SFS
4460
Sharp Financial Services
Pennsylvania
$1.06M +$1.02M +5,528 New
AWA
4461
Aquire Wealth Advisors
Utah
$1.06M – – –
TCFP
4462
Treasure Coast Financial Planning
Florida
$1.06M – – –
DW
4463
Durante & Waters
New York
$1.06M +$1.02M +5,500 New
SW
4464
Simplicity Wealth
New Jersey
$1.06M +$571K +3,095 +129%
PA
4465
Prism Advisors
California
$1.05M +$145K +785 +17%
SFG
4466
Socha Financial Group
New York
$1.04M +$554 +3 +0.1%
TC
4467
Tacita Capital
Ontario, Canada
$1.04M -$50.8K -275 -5%
BFP
4468
Beacon Financial Planning
Massachusetts
$1.04M +$739 +4 +0.1%
PWH
4469
Priebe Wealth Holdings
Minnesota
$1.04M +$998K +5,407 New
FFIC
4470
First Fiduciary Investment Counsel
Ohio
$1.04M +$67.2K +364 +7%
T
4471
TrueFG
Texas
$1.04M -$62K -336 -6%
CWA
4472
CM Wealth Advisors
Ohio
$1.04M – – –
BFS
4473
Bare Financial Services
Pennsylvania
$1.04M +$995K +5,391 New
GWMI
4474
Guardian Wealth Management (Illinois)
Illinois
$1.03M -$80.7K -437 -8%
SWM
4475
Seaside Wealth Management
California
$1.03M +$7.39K +40 +0.8%
177 178
179
180 181