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Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
2676
Yeomans Consulting Group
Georgia
$334K +$1.71K +30 +0.5%
FA
2677
Fermata Advisors
California
$334K +$286 +5 +0.1%
IWP
2678
Invenio Wealth Partners
Florida
$333K -$5.54K -97 -2%
CA
2679
Crumly & Associates
Illinois
$333K +$23.9K +419 +8%
TWM
2680
Topsail Wealth Management
North Carolina
$333K +$321K +5,618 New
BBA
2681
Braun-Bostich & Associates
Pennsylvania
$332K -$40.8K -715 -11%
SPWM
2682
Straight Path Wealth Management
Michigan
$331K +$320K +5,598 New
CW
2683
Channel Wealth
California
$331K – – –
WMP
2684
Wealth Management Partners
Arizona
$330K – – –
NLP
2685
Next Level Private
New York
$329K -$189K -3,317 -37%
MAM
2686
McLean Asset Management
Virginia
$329K +$7.31K +128 +2%
FCM
2687
Fire Capital Management
California
$328K +$317K +5,545 New
GLF
2688
Groupe la Francaise
France
$328K +$370K +6,484 New
GWP
2689
Gateway Wealth Partners
Wisconsin
$328K +$38K +665 +14%
UL
2690
Unionview LLC
Washington
$327K +$3.08K +54 +1%
PMG
2691
ProVise Management Group
Florida
$327K -$356K -6,230 -53%
HI
2692
Human Investing
Oregon
$327K -$44.4K -777 -12%
TWM
2693
Tolleson Wealth Management
Texas
$327K +$315K +5,519 New
CA
2694
Carson Advisory
Georgia
$327K -$14.8K -260 -4%
IAG
2695
Investment Advisory Group
Massachusetts
$326K +$114 +2 +0%
III
2696
Independent Investors Inc
New York
$326K – – –
SJL
2697
Shayne & Jacobs LLC
Tennessee
$326K – – –
CST
2698
Charles Schwab Trust
Nevada
$325K +$20.8K +364 +7%
FWP
2699
Falcon Wealth Planning
California
$325K -$37.9K -663 -11%
ATS
2700
Ashton Thomas Securities
New York
$325K +$81.7K +1,430 +35%
106 107
108
109 110