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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2176
SRH Advisors
Kansas
$87.4K – – –
MSFP
2177
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
NWM
2178
Nova Wealth Management
Florida
$86.5K -$4.51K -20 -5%
DF
2179
DecisionPoint Financial
Arizona
$85.4K – – –
JFG
2180
JDM Financial Group
Texas
$85.3K +$10.1K +45 +13%
HNW
2181
High Note Wealth
Minnesota
$83.7K +$451 +2 +0.5%
CWP
2182
Concord Wealth Partners
Virginia
$83.1K – – –
GWSG
2183
GPS Wealth Strategies Group
Colorado
$82.7K -$676 -3 -0.8%
CBT
2184
CoreFirst Bank & Trust
Kansas
$82.2K – – –
CBT
2185
Crews Bank & Trust
Florida
$79.2K – – –
FLP
2186
Financial Life Planners
Arizona
$79.2K +$82.7K +367 New
FC
2187
Financial Consulate
Maryland
$77.5K +$80.9K +359 New
SC
2188
Swan Capital
Florida
$76.2K -$7.67K -34 -9%
CAM
2189
Close Asset Management
United Kingdom
$76K – – –
BIM
2190
Breakwater Investment Management
Washington
$75.8K +$451 +2 +0.6%
FS
2191
Financially Speaking
Colorado
$75.5K -$15.1K -67 -16%
BCWM
2192
Ball & Co Wealth Management
Tennessee
$75K – – –
GIM
2193
Gold Investment Management
Alberta, Canada
$74.7K – – –
EPIMS
2194
Evelyn Partners Investment Management Services
$74.5K +$28.4K +126 +58%
TCA
2195
Trifecta Capital Advisors
Illinois
$74.2K – – –
DFA
2196
DHJJ Financial Advisors
Illinois
$73.2K – – –
RFG
2197
REAP Financial Group
Texas
$72.3K +$39.5K +175 +109%
KB
2198
Kimelman & Baird
New York
$72K -$22.5K -100 -23%
HWA
2199
HHM Wealth Advisors
Tennessee
$71.7K +$17.1K +76 +30%
BFS
2200
Burkett Financial Services
South Carolina
$71.4K +$13.5K +60 +22%
86 87
88
89 90