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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2076
Bedel Financial Consulting
Indiana
$252K +$43 +1 +0%
SP
2077
Successful Portfolios
Florida
$250K +$51.3K +1,197 +27%
QFA
2078
Quantum Financial Advisors
California
$250K -$126K -2,945 -34%
DTC
2079
Davidson Trust Company
Washington
$250K -$8.91K -208 -4%
CBA
2080
Coastal Bridge Advisors
Connecticut
$250K -$251K -5,863 -51%
FF
2081
Farrell Financial
New York
$249K +$238K +5,555 New
FWP
2082
Falcon Wealth Planning
California
$249K +$243K +5,679 New
RWM
2083
RKL Wealth Management
Pennsylvania
$249K -$13K -303 -5%
CB
2084
CNB Bank
Pennsylvania
$249K – – –
1WM
2085
1858 Wealth Management
Ohio
$249K +$243K +5,669 New
FNWM
2086
Financial Network Wealth Management
Utah
$248K +$243K +5,666 New
EPP
2087
ETF Portfolio Partners
Kansas
$247K – – –
BCM
2088
BluePath Capital Management
Georgia
$246K +$17.9K +418 +8%
AC
2089
Apella Capital
Connecticut
$245K -$23.1K -539 -9%
WFS
2090
Widmann Financial Services
Maryland
$245K +$14.7K +343 +7%
IFS
2091
Ifrah Financial Services
Arkansas
$245K -$27.6K -643 -10%
WPWM
2092
Western Pacific Wealth Management
Illinois
$245K +$6.21K +145 +3%
4WM
2093
49 Wealth Management
Texas
$245K +$239K +5,579 New
SFG
2094
StrategIQ Financial Group
Indiana
$244K -$44.1K -1,028 -16%
I2I
2095
Insight 2811 Inc
Illinois
$243K -$32.1K -750 -12%
MA
2096
Mezzasalma Advisors
New Jersey
$243K +$238K +5,546 New
IIA
2097
Integral Investment Advisors
California
$243K +$7.93K +185 +3%
OFG
2098
Oxford Financial Group
Indiana
$242K +$1.59K +37 +0.7%
HP
2099
Hilltop Partners
Indiana
$242K +$18.2K +425 +8%
SPWM
2100
Spartan Planning & Wealth Management
North Carolina
$241K +$168K +3,911 +246%
82 83
84
85 86