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Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
4926
Genesis Private Wealth
Virginia
$1.19M -$23.6K -102 -2%
HCP
4927
Hardin Capital Partners
South Carolina
$1.18M +$25.9K +112 +2%
JFG
4928
JMG Financial Group
Illinois
$1.18M +$29.9K +129 +2%
FWMP
4929
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.18M +$113K +487 +10%
AFS
4930
AFG Fiduciary Services
Massachusetts
$1.18M +$17.8K +77 +1%
XPN
4931
XY Planning Network
Montana
$1.18M +$214K +922 +21%
MFF
4932
Michels Family Financial
Texas
$1.17M +$104K +450 +9%
CFS
4933
Compass Financial Services
Iowa
$1.17M +$6.72K +29 +0.6%
GC
4934
Guidance Capital
Kentucky
$1.17M -$204K -879 -13%
GOCP
4935
Great Oak Capital Partners
Massachusetts
$1.17M – – –
GRQ
4936
Gardner Russo & Quinn
Pennsylvania
$1.17M -$129K -555 -10%
SFP
4937
SwitchPoint Financial Planning
Utah
$1.17M +$149K +641 +14%
OWA
4938
Oak Wealth Advisors
Illinois
$1.16M +$322K +1,388 +36%
BFP
4939
Beacon Financial Planning
Massachusetts
$1.16M +$695 +3 +0.1%
CWM
4940
Centricity Wealth Management
Ohio
$1.16M -$42.9K -185 -3%
BAG
4941
Bridgewealth Advisory Group
California
$1.16M -$4.73M -20,428 -80%
OKSA
4942
O'Keefe Stevens Advisory
New York
$1.15M – – –
CCA
4943
Covey Capital Advisors
Georgia
$1.15M – – –
SAS
4944
Spurstone Advisory Services
Connecticut
$1.15M +$25.3K +109 +2%
VFG
4945
Valley Financial Group
Pennsylvania
$1.15M -$264K -1,139 -18%
KDA
4946
Kraft Davis & Associates
Missouri
$1.15M +$35.2K +152 +3%
GWMI
4947
Guardian Wealth Management (Illinois)
Illinois
$1.15M -$19.2K -83 -2%
TWM
4948
Tumwater Wealth Management
Idaho
$1.14M +$232 +1 +0%
TWP
4949
Total Wealth Planning
Ohio
$1.14M -$159K -688 -12%
PIC
4950
Portland Investment Counsel
Ontario, Canada
$1.14M – – –
196 197
198
199 200