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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3201
Hughes Financial Services
Virginia
$183K +$50.9K +828 +46%
AG
3202
AmeriFlex Group
Nevada
$183K -$420K -6,839 -72%
SO
3203
Sierra Ocean
California
$175K -$30.5K -497 -16%
CTB
3204
Country Trust Bank
Illinois
$175K +$13.9K +226 +10%
BFP
3205
Briaud Financial Planning
Texas
$168K – – –
FC
3206
Family CFO
California
$168K – – –
PCFFS
3207
Pacific Center for Financial Services
California
$167K – – –
SA
3208
SRH Advisors
Kansas
$167K – – –
IRC
3209
Investors Research Corp
Georgia
$162K +$61 +1 +0%
BIA
3210
Bell Investment Advisors
California
$162K +$8.17K +133 +6%
HFM
3211
Hartford Financial Management
Connecticut
$161K – – –
OWP
3212
ORG Wealth Partners
Texas
$160K +$63.4K +1,032 +80%
SR
3213
Syntax Research
Florida
$160K -$38.8K -632 -22%
MSG
3214
Main Street Group
Virginia
$156K -$4.86K -79 -3%
OAJ
3215
Ogorek Anthony Joseph
New York
$155K +$11.9K +193 +9%
WTFG
3216
Wood Tarver Financial Group
Idaho
$154K – – –
PWMG
3217
Private Wealth Management Group
New Jersey
$154K -$307 -5 -0.2%
SWIM
3218
Smallwood Wealth Investment Management
New Jersey
$154K – – –
CCC
3219
Chelsea Counsel Company
California
$152K -$15.4K -250 -10%
OA
3220
Operose Advisors
Wisconsin
$151K +$5.71K +93 +4%
DWA
3221
Dougherty Wealth Advisers
Minnesota
$149K – – –
HC
3222
Hurley Capital
New York
$149K +$118K +1,927 +860%
W
3223
WealthCollab
Washington
$149K – – –
NECFA
3224
New England Capital Financial Advisors
Connecticut
$146K +$6.51K +106 +5%
FIM
3225
FWL Investment Management
Texas
$146K +$10.5K +171 +9%
127 128
129
130 131