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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2901
Disciplined Investments
Oklahoma
$86K +$25.9K +453 +50%
CPFP
2902
Clear Perspectives Financial Planning
Ohio
$85K – – –
M1FG
2903
Mach-1 Financial Group
Arkansas
$84K +$76.3K +1,335 New
CWAF
2904
Core Wealth Advisors (Florida)
Florida
$83K – – –
AW
2905
Avion Wealth
Texas
$82K – – –
IPW
2906
IronBridge Private Wealth
Texas
$82K +$457 +8 +0.6%
RWM
2907
Raffa Wealth Management
District of Columbia
$80.7K -$4K -70 -5%
FRA
2908
Front Row Advisors
California
$79K -$4.29K -75 -6%
RWA
2909
RGT Wealth Advisors
Texas
$76K +$68.4K +1,198 New
MWC
2910
MBM Wealth Consultants
Missouri
$75K -$53K -927 -44%
NWM
2911
Navigation Wealth Management
Colorado
$74K +$67K +1,173 New
EC
2912
Estate Counselors
Wisconsin
$73K – – –
RFWA
2913
RPg Family Wealth Advisory
Massachusetts
$71.4K – – –
AS
2914
Altshuler Shaham
Israel
$69K -$76.5K -1,339 -55%
LPWM
2915
Lake Point Wealth Management
Texas
$69K +$229 +4 +0.4%
S
2916
Surevest
California
$69K +$62.6K +1,095 New
KFS
2917
Kelly Financial Services
Massachusetts
$67.4K -$1.83K -32 -3%
WIM
2918
Westside Investment Management
California
$66.9K +$57 +1 +0%
JAM
2919
JCIC Asset Management
Ontario, Canada
$66K – – –
SCA
2920
Stuart Chaussee & Associates
California
$64K +$16.9K +295 +41%
LPP
2921
Life Planning Partners
Florida
$61K +$55K +963 New
RG
2922
Retirement Group
California
$60K +$9.77K +171 +25%
HL
2923
Harding Loevner
New Jersey
$57K – – –
HWM
2924
HighMark Wealth Management
Minnesota
$57K +$286 +5 +0.6%
SGAM
2925
Smith Group Asset Management
Texas
$55K – – –
115 116
117
118 119