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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4626
Stephens Consulting
Michigan
$894K +$58.4K +258 +7%
MSWA
4627
Marshall & Sterling Wealth Advisors
New York
$894K -$45.9K -203 -5%
WP
4628
Wealthspan Partners
Iowa
$891K – – –
IWP
4629
Innova Wealth Partners
Pennsylvania
$890K +$192K +850 +27%
BPW
4630
BLVD Private Wealth
Kentucky
$890K -$42.6K -188 -4%
IIA
4631
Integrity Investment Advisors
Colorado
$889K -$173K -763 -16%
CCG
4632
Capital CS Group
California
$888K +$916K +4,046 New
HI
4633
Human Investing
Oregon
$888K +$57.5K +254 +7%
TI
4634
tru Independence
Oregon
$887K +$138K +611 +18%
SWIM
4635
Smallwood Wealth Investment Management
New Jersey
$885K +$13.4K +59 +1%
KA
4636
Kooman & Associates
Pennsylvania
$884K +$23.3K +103 +3%
ACM
4637
Arlington Capital Management
Illinois
$880K -$6.79K -30 -0.7%
NLWP
4638
Next Level Wealth Planning
Idaho
$880K +$226 +1 +0%
GPW
4639
Gray Private Wealth
Massachusetts
$879K -$5.43K -24 -0.6%
CI
4640
Corient IA
Florida
$878K -$1.22M -5,400 -57%
JPG
4641
Jordan Park Group
California
$878K – – –
DLP
4642
De Lisle Partners
United Kingdom
$878K +$905K +4,000 New
CPC
4643
CFC Planning Company
Indiana
$878K +$637K +2,812 +237%
DP
4644
Denver PWM
Colorado
$877K – – –
SA
4645
Stewardship Advisors
Pennsylvania
$876K +$14.3K +63 +2%
PP
4646
Peconic Partners
New York
$874K -$29.4M -130,000 -97%
PFM
4647
Peak Financial Management
Massachusetts
$874K -$1.58K -7 -0.2%
3F
4648
360 Financial
Minnesota
$871K -$109K -480 -11%
UPS
4649
UHLMANN PRICE SECURITIES
Illinois
$871K -$102K -450 -10%
BWA
4650
Bestgate Wealth Advisors
Maryland
$870K +$9.05K +40 +1%
184 185
186
187 188