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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2126
Align Financial
Minnesota
$14.5K +$1.37K +1 +10%
MSFP
2127
Mark Sheptoff Financial Planning
Connecticut
$14.4K +$13.7K +10 New
PP
2128
PFS Partners
New Jersey
$13.2K – – –
1CP
2129
1015 Capital Partners
Pennsylvania
$13.2K – – –
HIMS
2130
Hager Investment Management Services
New Hampshire
$13.2K – – –
NWM
2131
Nova Wealth Management
Florida
$13.2K – – –
RL
2132
Rogco LP
Oklahoma
$13.2K – – –
SIS
2133
Strategic Investment Solutions
Illinois
$13.2K – – –
BIM
2134
Bullseye Investment Management
Ohio
$13.2K +$13.7K +10 New
BH
2135
Burk Holdings
Oklahoma
$13.2K +$13.7K +10 New
MWM
2136
Magnolia Wealth Management
Alabama
$13.2K +$13.7K +10 New
TLFA
2137
True Link Financial Advisors
California
$13.2K +$13.7K +10 New
HWM
2138
HighMark Wealth Management
Minnesota
$11.9K +$6.85K +5 +125%
CIM
2139
Contravisory Investment Management
Massachusetts
$11.9K – – –
CFSG
2140
Community Financial Services Group
Vermont
$10.9K +$11K +8 New
BC
2141
Bulwark Capital
Florida
$10.6K -$9.59K -7 -47%
DI
2142
DAGCO Inc
Ohio
$10.6K – – –
SAM
2143
Sherman Asset Management
California
$10.6K – – –
BW
2144
Basepoint Wealth
Iowa
$10.6K +$2.74K +2 +33%
HNW
2145
High Note Wealth
Minnesota
$10.6K +$11K +8 New
RCM
2146
Ravenstone Capital Management
$10.6K +$11K +8 New
BW
2147
Bravera Wealth
North Dakota
$9.25K – – –
CIAS
2148
CBIZ Investment Advisory Services
Ohio
$9.25K – – –
ECA
2149
Elevated Capital Advisors
Utah
$9.25K – – –
MTIC
2150
Missouri Trust & Investment Company
Missouri
$9.25K – – –