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Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
2051
Redwood Wealth Management Group
New Jersey
$253K -$40.1K -118 -14%
BWP
2052
BSW Wealth Partners
Colorado
$252K +$26.9K +79 +12%
SWTS
2053
Stonehaven Wealth & Tax Solutions
Wisconsin
$251K +$244K +718 New
EP
2054
EPIQ Partners
Minnesota
$251K -$2.72K -8 -1%
CCG
2055
Coastwise Capital Group
California
$251K – – –
CFFP
2056
Center for Financial Planning
Michigan
$250K +$136K +399 +126%
FWP
2057
FAS Wealth Partners
Kansas
$250K +$242K +713 New
HWMO
2058
Heritage Wealth Management (Ohio)
Ohio
$250K +$242K +713 New
OFP
2059
OFC Financial Planning
New Jersey
$250K +$242K +713 New
JCM
2060
Jacobsen Capital Management
Utah
$248K -$96.2K -283 -29%
DJSG
2061
D.J. St. Germain
Massachusetts
$248K +$200K +588 +486%
SA
2062
Strategic Advocates
Utah
$245K -$9.52K -28 -4%
WA
2063
WBH Advisory
Maryland
$245K – – –
SRC
2064
Shufro Rose & Co
New York
$245K -$102K -300 -30%
TIA
2065
Tiemann Investment Advisors
California
$245K -$13.6K -40 -5%
FNBSF
2066
First National Bank Sioux Falls
South Dakota
$245K -$1.36K -4 -0.6%
MF
2067
Montis Financial
Massachusetts
$245K – – –
PWM
2068
Prentice Wealth Management
New York
$245K -$6.46K -19 -3%
BFA
2069
Beacon Financial Advisory
Ohio
$244K +$41.2K +121 +21%
RCG
2070
Regatta Capital Group
California
$244K -$2.72K -8 -1%
WWC
2071
Waypoint Wealth Counsel
Georgia
$244K -$416K -1,224 -64%
CBTWT
2072
Community Bank & Trust (Waco, Texas)
Texas
$243K -$45.2K -133 -16%
CA
2073
Claro Advisors
Massachusetts
$242K -$47.3K -139 -17%
KWM
2074
Keebeck Wealth Management
Illinois
$242K +$16.7K +49 +8%
CPC
2075
CFC Planning Company
Indiana
$241K +$235K +690 New
81 82
83
84 85