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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4526
Chicago Wealth Management
Illinois
$976K -$188K -917 -17%
BBNB
4527
Baker Boyer National Bank
Washington
$975K -$3.68K -18 -0.4%
FGG
4528
Financial Guidance Group
Florida
$973K -$1.02K -5 -0.1%
DWM
4529
Daner Wealth Management
Georgia
$973K +$848K +4,145 New
SL
4530
Stevard LLC
Illinois
$972K +$4.5K +22 +0.5%
BF
4531
Baring Financial
Washington
$968K +$903K +4,412 New
RYIA
4532
Roehl & Yi Investment Advisors
Oregon
$968K +$902K +4,411 New
RTC
4533
Real Talk Capital
Tennessee
$967K +$902K +4,407 New
MFF
4534
Michels Family Financial
Texas
$963K +$898K +4,387 New
AWMG
4535
Alliance Wealth Management Group
New Jersey
$961K +$59.9K +293 +7%
HPIA
4536
Hamilton Point Investment Advisors
North Carolina
$960K +$49.7K +243 +6%
GWM
4537
Global Wealth Management
New Jersey
$959K +$2.05K +10 +0.2%
KTA
4538
Keeley-Teton Advisors
Illinois
$957K +$205K +1,000 +30%
PPW
4539
Presilium Private Wealth
Pennsylvania
$956K +$4.3K +21 +0.5%
HFA
4540
High Falls Advisors
New York
$954K -$19.8K -97 -2%
XPN
4541
XY Planning Network
Montana
$954K +$889K +4,347 New
BWM
4542
BankPlus Wealth Management
Mississippi
$950K +$886K +4,331 New
OWA
4543
Outlook Wealth Advisors
Texas
$947K +$21.3K +104 +2%
HP
4544
HT Partners
Connecticut
$946K -$94.1K -460 -10%
MWA
4545
MFA Wealth Advisors
Pennsylvania
$946K +$42.8K +209 +5%
APW
4546
Acima Private Wealth
Virginia
$944K – – –
SR
4547
Syntax Research
Florida
$943K – – –
FGWP
4548
Founders Grove Wealth Partners
Virginia
$943K +$880K +4,299 New
AWM
4549
Aberdeen Wealth Management
Illinois
$942K -$229K -1,120 -21%
SP
4550
Sherman Porfolios
Idaho
$942K +$878K +4,294 New
180 181
182
183 184