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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2176
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
NWM
2177
Nova Wealth Management
Florida
$86.5K -$4.51K -20 -5%
DF
2178
DecisionPoint Financial
Arizona
$85.4K – – –
JFG
2179
JDM Financial Group
Texas
$85.3K +$10.1K +45 +13%
HNW
2180
High Note Wealth
Minnesota
$83.7K +$451 +2 +0.5%
CWP
2181
Concord Wealth Partners
Virginia
$83.1K – – –
GWSG
2182
GPS Wealth Strategies Group
Colorado
$82.7K -$676 -3 -0.8%
CBT
2183
CoreFirst Bank & Trust
Kansas
$82.2K – – –
CBT
2184
Crews Bank & Trust
Florida
$79.2K – – –
FLP
2185
Financial Life Planners
Arizona
$79.2K +$82.7K +367 New
FC
2186
Financial Consulate
Maryland
$77.5K +$80.9K +359 New
SC
2187
Swan Capital
Florida
$76.2K -$7.67K -34 -9%
CAM
2188
Close Asset Management
United Kingdom
$76K – – –
BIM
2189
Breakwater Investment Management
Washington
$75.8K +$451 +2 +0.6%
FS
2190
Financially Speaking
Colorado
$75.5K -$15.1K -67 -16%
BCWM
2191
Ball & Co Wealth Management
Tennessee
$75K – – –
GIM
2192
Gold Investment Management
Alberta, Canada
$74.7K – – –
EPIMS
2193
Evelyn Partners Investment Management Services
$74.5K +$28.4K +126 +58%
TCA
2194
Trifecta Capital Advisors
Illinois
$74.2K – – –
DFA
2195
DHJJ Financial Advisors
Illinois
$73.2K – – –
RFG
2196
REAP Financial Group
Texas
$72.3K +$39.5K +175 +109%
KB
2197
Kimelman & Baird
New York
$72K -$22.5K -100 -23%
HWA
2198
HHM Wealth Advisors
Tennessee
$71.7K +$17.1K +76 +30%
BFS
2199
Burkett Financial Services
South Carolina
$71.4K +$13.5K +60 +22%
KG
2200
Kilter Group
New York
$71.2K +$3.61K +16 +5%
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