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Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
2201
BankPlus Trust Department
Mississippi
$41.5K -$8.5K -45 -19%
AWM
2202
Activest Wealth Management
Florida
$41.1K -$32.7K -173 -47%
KA
2203
Kozak & Associates
Colorado
$41.1K – – –
KFP
2204
Keener Financial Planning
Texas
$41K +$37.8K +200 New
NECFA
2205
New England Capital Financial Advisors
Connecticut
$40.9K – – –
AWM
2206
Abound Wealth Management
Tennessee
$39.6K -$16.1K -85 -31%
WA
2207
WPG Advisers
Maryland
$39.4K +$21K +111 +144%
DWS
2208
Dynamic Wealth Strategies
California
$39K – – –
LWMI
2209
Legacy Wealth Management (Idaho)
Idaho
$38.6K -$3.78K -20 -10%
PPA
2210
Painted Porch Advisors
California
$38.6K – – –
LIS
2211
Legacy Investment Solutions
Idaho
$38.6K +$34.8K +184 New
IHWM
2212
Iron Horse Wealth Management
Iowa
$38.1K -$21.7K -115 -39%
IWM
2213
IMG Wealth Management
Florida
$37.5K +$20.8K +110 +159%
FIM
2214
FWL Investment Management
Texas
$37.1K – – –
ACM
2215
Anfield Capital Management
California
$35.8K -$944 -5 -3%
SSG
2216
Summit Securities Group
New York
$35.8K +$32.3K +171 New
BT
2217
Banque Transatlantique
France
$35.8K -$3.78K -20 -11%
HBW
2218
Hazlett, Burt & Watson
West Virginia
$35K -$1.89K -10 -6%
GGI
2219
Godsey & Gibb Inc
Virginia
$35K -$40.4K -214 -56%
CPG
2220
Cornerstone Planning Group
New Jersey
$34.9K -$89.3K -473 -75%
DRP
2221
Decker Retirement Planning
Utah
$34.6K +$31.2K +165 New
HHMI
2222
Howard Hughes Medical Institute
Maryland
$33.9K +$30.6K +162 New
RFG
2223
REAP Financial Group
Texas
$33.5K -$5.1K -27 -14%
HFM
2224
Harvest Fund Management
China
$33K +$29.8K +158 New
DAM
2225
Delta Asset Management
Tennessee
$32.7K -$9.44K -50 -24%
87 88
89
90 91