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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3851
SMART Wealth
Nebraska
$271K +$319K +3,226 New
DJYG
3852
David J. Yvars Group
Florida
$271K -$3.29M -33,315 -91%
RWG
3853
Ratio Wealth Group
Colorado
$271K -$298K -3,014 -48%
CIG
3854
Cairn Investment Group
Washington
$270K +$84.5K +855 +36%
MWPCG
3855
Measured Wealth Private Client Group
New Hampshire
$270K -$16.4K -166 -5%
CCM
3856
Crabel Capital Management
California
$269K +$79.5K +805 +34%
TCM
3857
Towercrest Capital Management
Pennsylvania
$268K +$13.6K +138 +5%
HPWM
3858
High Pines Wealth Management
Massachusetts
$268K +$14.8K +150 +5%
AWM
3859
AAF Wealth Management
Massachusetts
$267K – – –
AFGAS
3860
Allegiance Financial Group Advisory Services
Virginia
$267K +$314K +3,180 New
1IA
3861
1620 Investment Advisors
Massachusetts
$267K +$15.5K +157 +5%
RCM
3862
Rain Capital Management
Oregon
$266K +$313K +3,172 New
SCP
3863
Syntal Capital Partners
Texas
$266K -$17.1K -173 -5%
CIS
3864
Continental Investors Services
Washington
$265K -$55.3K -560 -15%
RPG
3865
Resource Planning Group
Georgia
$265K +$99.3K +1,005 +47%
CIR
3866
Clear Investment Research
Georgia
$265K +$142K +1,436 +83%
LGWM
3867
Litman Gregory Wealth Management
California
$265K -$69.1K -700 -18%
JBA
3868
Johnson Bixby & Associates
Washington
$264K -$3.95K -40 -1%
FCMC
3869
Founders Capital Management (Connecticut)
Connecticut
$263K +$309K +3,132 New
CFGSD
3870
Compass Financial Group (South Dakota)
South Dakota
$262K +$309K +3,124 New
AA
3871
Argent Advisors
Louisiana
$262K +$27.9K +282 +10%
BIP
3872
Blueprint Investment Partners
North Carolina
$262K -$1.76M -17,786 -85%
PWA
3873
Phoenix Wealth Advisors
North Carolina
$260K – – –
CWM
3874
Cherrydale Wealth Management
New Jersey
$260K -$6.42K -65 -2%
GWM
3875
Gitterman Wealth Management
New Jersey
$259K – – –
153 154
155
156 157