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Name Holding Trade Value Shares
Change 		Change in
Stake
KFSN
5101
Keystone Financial Services (Nebraska)
Nebraska
$1.12M +$1.05M +4,454 New
IWB
5102
Innovative Wealth Building
Maryland
$1.11M +$1.05M +4,450 New
GF
5103
Gimbal Financial
Indiana
$1.11M -$5.42K -23 -0.5%
SIA
5104
Spectrum Investment Advisors
Wisconsin
$1.11M +$707 +3 +0.1%
KPPF
5105
Klein Pavlis & Peasley Financial
California
$1.11M -$9.43K -40 -0.9%
BH
5106
Burk Holdings
Oklahoma
$1.1M +$1.04M +4,409 New
ZRP
5107
Zynergy Retirement Planning
New Jersey
$1.1M – – –
AC
5108
AXQ Capital
New Jersey
$1.1M +$1.03M +4,388 New
AIM
5109
Aigen Investment Management
New York
$1.1M +$1.03M +4,380 New
XPN
5110
XY Planning Network
Montana
$1.1M +$1.03M +4,376 New
UI
5111
Unconventional Investor
New Hampshire
$1.1M +$236 +1 +0%
SAMC
5112
Spectrum Asset Management (California)
California
$1.09M -$3.06K -13 -0.3%
WFC
5113
Western Financial Corp
California
$1.08M +$236 +1 +0%
MFS
5114
McNamara Financial Services
Massachusetts
$1.08M -$907K -3,847 -47%
SWP
5115
Significant Wealth Partners
Illinois
$1.08M +$6.6K +28 +0.7%
FG
5116
Fairman Group
Pennsylvania
$1.08M -$94K -399 -8%
GFA
5117
Grunden Financial Advisory
Texas
$1.08M +$259K +1,101 +34%
TBC
5118
Ted Buchan & Co
California
$1.08M -$43.1K -183 -4%
COA
5119
Crown Oak Advisors
California
$1.08M +$1.02M +4,313 New
WAM
5120
Wolverine Asset Management
Illinois
$1.08M +$1.01M +4,305 New
RWM
5121
Reston Wealth Management
Virginia
$1.08M -$37.2K -158 -4%
PWP
5122
Phillips Wealth Planners
Mississippi
$1.07M -$272K -1,153 -20%
HA
5123
HFG Advisors
Ohio
$1.07M +$37.9K +161 +4%
KRW
5124
Kaufman Rossin Wealth
Florida
$1.07M +$1M +4,262 New
AAA
5125
AG Asset Advisory
California
$1.07M +$1M +4,261 New
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205
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