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Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
2876
Clear Perspectives Financial Planning
Ohio
$75K – – –
FFA
2877
Fairfield Financial Advisors
Massachusetts
$74.3K +$75.4K +1,332 New
DWA
2878
Delos Wealth Advisors
Texas
$74K -$10.6K -188 -12%
WWP
2879
WR Wealth Planners
Missouri
$73.6K +$74.7K +1,321 New
CWAF
2880
Core Wealth Advisors (Florida)
Florida
$73K – – –
AW
2881
Avion Wealth
Texas
$72K – – –
JSAM
2882
J. Safra Asset Management
New York
$72K +$56.6K +1,000 New
SJIA
2883
St. James Investment Advisors
New York
$70K -$62.2K -1,100 -47%
SWM
2884
Selective Wealth Management
Virginia
$69K +$32.5K +575 +86%
TWP
2885
TFO Wealth Partners
Ohio
$68K +$68.7K +1,214 New
M1FG
2886
Mach-1 Financial Group
Arkansas
$67K -$7.36K -130 -10%
AIM
2887
Arcadia Investment Management
Michigan
$67K +$28.3K +500 +71%
FRA
2888
Front Row Advisors
California
$66K -$3.28K -58 -5%
DC
2889
DeDora Capital
California
$66K +$66.6K +1,177 New
EC
2890
Estate Counselors
Wisconsin
$65K – – –
RG
2891
Retirement Group
California
$64K +$6.05K +107 +12%
WIM
2892
Westside Investment Management
California
$62.5K +$2.94K +52 +0.2%
LPWM
2893
Lake Point Wealth Management
Texas
$61K +$283 +5 +0.5%
LSA
2894
Lansing Street Advisors
Pennsylvania
$60K +$62.8K +1,110 New
RWM
2895
Raffa Wealth Management
District of Columbia
$59.7K -$11.5K -203 -16%
KFS
2896
Kelly Financial Services
Massachusetts
$59.3K – – –
JAM
2897
JCIC Asset Management
Ontario, Canada
$58K – – –
DBG
2898
De Burlo Group
Massachusetts
$55.8K +$56.6K +1,000 New
OLVIG
2899
Oliver Lagore Vanvalin Investment Group
Michigan
$55K +$55.3K +978 New
JIR
2900
James Investment Research
Ohio
$54K -$94.7K -1,673 -63%
114 115
116
117 118