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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2526
HT Partners
Connecticut
$210K – – –
VFM
2527
Vivid Financial Management
California
$209K -$12.9K -246 -6%
MWP
2528
Madison Wealth Partners
Wisconsin
$208K +$206K +3,918 New
RHP
2529
Royal Harbor Partners
Texas
$207K -$22.9K -435 -10%
SC
2530
Sierra Capital
Florida
$207K – – –
SVCP
2531
Silicon Valley Capital Partners
California
$207K +$206K +3,913 New
EFL
2532
ERn Financial LLC
Wisconsin
$206K -$789 -15 -0.4%
NWS
2533
Newport Wealth Strategies
California
$205K -$70.2K -1,335 -26%
DE
2534
Day & Ennis
Georgia
$205K – – –
HFS
2535
HBC Financial Services
Washington
$205K +$18.4K +350 +10%
NRI
2536
NFP Retirement Inc
California
$204K -$15.4K -292 -7%
WOSD
2537
WFA of San Diego
California
$204K +$203K +3,852 New
ZCA
2538
Zeke Capital Advisors
Pennsylvania
$203K -$9.36K -178 -4%
OWA
2539
Octavia Wealth Advisors
Ohio
$203K +$201K +3,822 New
CA
2540
Centerpoint Advisors
Massachusetts
$202K -$100K -1,901 -33%
SWA
2541
Sax Wealth Advisors
New Jersey
$202K +$200K +3,809 New
BDWM
2542
Brewin Dolphin Wealth Management
Ireland
$202K -$66K -1,255 -25%
SHJ
2543
Sharkey, Howes & Javer
Colorado
$201K -$22.1K -420 -10%
CCM
2544
Condor Capital Management
New Jersey
$201K -$4.1K -78 -2%
JIR
2545
James Investment Research
Ohio
$201K – – –
SDH
2546
Sloy Dahl & Holst
Washington
$200K -$117K -2,216 -37%
NFP
2547
Novak Financial Planning
Maryland
$200K +$198K +3,773 New
HS
2548
Horan Securities
United States
$195K +$26.3K +500 +16%
CFD
2549
Creative Financial Designs
Indiana
$194K +$37.6K +715 +24%
SFFS
2550
Stonehage Fleming Financial Services
Jersey
$186K – – –
100 101
102
103 104