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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
3076
REAP Financial Group
Texas
$237K +$27.3K +401 +13%
PWA
3077
Portus Wealth Advisors
North Carolina
$237K +$236K +3,460 New
MS
3078
Madden Securities
Texas
$237K – – –
NF
3079
Nikulski Financial
Iowa
$236K +$6.82K +100 +3%
MAM
3080
Marotta Asset Management
Virginia
$235K +$233K +3,424 New
LC
3081
Landaas & Company
Wisconsin
$235K +$136 +2 +0.1%
RWRC
3082
R.W. Roge & Company
New York
$235K +$5.93K +87 +3%
LWMM
3083
Legacy Wealth Management (Mississippi)
Mississippi
$235K -$95.4K -1,400 -29%
MAA
3084
Mraz Amerine & Associates
California
$235K – – –
FS
3085
Ferguson Shapiro
Georgia
$235K – – –
PP
3086
PFS Partners
New Jersey
$234K +$5.25K +77 +2%
BFG
3087
Birch Financial Group
New Hampshire
$234K +$27K +396 +13%
CRI
3088
Colonial River Investments
Virginia
$233K -$10.6K -156 -4%
DF
3089
Dunhill Financial
United Kingdom
$233K +$27.1K +398 +13%
MF
3090
Montis Financial
Massachusetts
$233K -$31.3K -459 -12%
KFGG
3091
Keystone Financial Group (Georgia)
Georgia
$233K +$1.23K +18 +0.5%
CGFA
3092
Colton Groome Financial Advisors
North Carolina
$232K +$12.9K +189 +6%
AIM
3093
Avity Investment Management
Connecticut
$232K – – –
LODC
3094
Lanham O'Dell & Company
West Virginia
$232K +$682 +10 +0.3%
LI
3095
Lafayette Investments
Maryland
$232K – – –
SP
3096
Saranac Partners
$231K +$7.5K +110 +3%
OIS
3097
OneAscent Investment Solutions
Alabama
$231K – – –
TW
3098
Traveka Wealth
California
$231K +$7.09K +104 +3%
RIM
3099
Rockbridge Investment Management
New York
$231K -$12.8K -188 -5%
ORI
3100
Oak Ridge Investments
Illinois
$231K +$230K +3,371 New
122 123
124
125 126