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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
4476
ERTS Wealth Advisors
Michigan
$438K -$1K -6 -0.2%
TFCP
4477
Twin Focus Capital Partners
Massachusetts
$437K +$3.34K +20 +0.8%
CFG
4478
Compton Financial Group
Maryland
$436K +$42.9K +257 +12%
DWM
4479
Defined Wealth Management
Oregon
$435K +$5.01K +30 +1%
HFF
4480
Halter Ferguson Financial
Indiana
$435K +$1.5K +9 +0.4%
RA
4481
Regis Acquisition
Colorado
$434K +$68.1K +408 +20%
LODC
4482
Lanham O'Dell & Company
West Virginia
$434K -$151K -905 -27%
WIC
4483
Whitegate Investment Counselors
New Hampshire
$433K -$12.4K -74 -3%
AWP
4484
Avid Wealth Partners
Texas
$433K -$144K -864 -26%
AIA
4485
Allied Investment Advisors
Montana
$432K +$56.8K +340 +17%
NF
4486
NavPoint Financial
Minnesota
$431K – – –
BF
4487
Brooklyn FI
New York
$430K +$74.1K +444 +23%
SJGA
4488
Stephen J. Garry & Associates
New York
$429K – – –
FPF
4489
First Pacific Financial
Washington
$427K +$105K +630 +36%
FWM
4490
Forza Wealth Management
Florida
$427K -$100K -600 -20%
HIG
4491
Heritage Investment Group
Florida
$427K +$7.84K +47 +2%
SSC
4492
Syverson Strege & Co
Iowa
$426K +$87.1K +522 +28%
VI
4493
VanderPol Investments
Michigan
$426K -$185K -1,106 -32%
RFG
4494
Range Financial Group
Oregon
$422K +$391K +2,342 New
LSC
4495
Lesa Sroufe & Co
Washington
$422K – – –
CFSG
4496
Clark Financial Services Group
Missouri
$422K +$46.9K +281 +14%
AA
4497
ACT Advisors
North Carolina
$422K +$20.7K +124 +6%
BCM
4498
Basso Capital Management
Connecticut
$421K – – –
TF
4499
Theory Financial
Colorado
$421K -$51.2K -307 -12%
PIWA
4500
Prevail Innovative Wealth Advisors
Kansas
$420K -$2.5M -14,971 -87%
178 179
180
181 182