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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2401
CFS Investment Advisory Services
New Jersey
$9.17M +$330K +1,813 +4%
SFC
2402
Strategic Financial Concepts
Texas
$9.16M +$6.15M +33,811 +172%
NL
2403
NKCFO LLC
Illinois
$9.14M – – –
NLP
2404
Next Level Private
New York
$9.14M +$445K +2,445 +5%
6F
2405
626 Financial
Michigan
$9.13M +$213K +1,172 +2%
JA
2406
JVL Associates
Michigan
$9.11M -$58.2K -320 -0.6%
TIA
2407
Trust Investment Advisors
Indiana
$9.09M -$369K -2,027 -4%
BZWA
2408
Blue Zone Wealth Advisors
California
$9.09M -$16.9K -93 -0.2%
OL
2409
Owen LaRue
Kentucky
$9.08M -$882K -4,849 -8%
EAMA
2410
EFG Asset Management (Americas)
Florida
$9.07M -$4.46M -24,535 -32%
MSFP
2411
Mark Sheptoff Financial Planning
Connecticut
$9.06M -$144K -791 -1%
FA
2412
Faithward Advisors
Pennsylvania
$9.06M +$2.76M +15,168 +40%
SFS
2413
Stiles Financial Services
Minnesota
$9.05M -$163K -895 -2%
SWM
2414
Scissortail Wealth Management
Oklahoma
$9.05M -$15.1M -83,051 -61%
RPA
2415
Rock Point Advisors
Vermont
$9.04M -$320K -1,761 -3%
HIM
2416
Harbour Investment Management
Washington
$9.02M -$72.4K -398 -0.8%
WPC
2417
White Pine Capital
Minnesota
$9.02M +$179K +984 +2%
EFG
2418
Ethos Financial Group
Pennsylvania
$9.02M +$275K +1,512 +3%
PVM
2419
Palogic Value Management
Texas
$9.01M -$62.2K -342 -0.6%
TFM
2420
TFC Financial Management
Massachusetts
$9.01M +$111K +612 +1%
AG
2421
Advocate Group
Minnesota
$8.99M -$775K -4,261 -8%
FCT
2422
Family Capital Trust
Massachusetts
$8.99M -$132K -724 -1%
MIM
2423
MTM Investment Management
South Carolina
$8.97M -$207K -1,137 -2%
PFS
2424
Prospect Financial Services
New York
$8.96M +$295K +1,621 +3%
PA
2425
Planning Alternatives
Michigan
$8.95M +$3.82K +21 +0%
95 96
97
98 99