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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3426
Sterling Financial Planning
New Jersey
$208K +$201K +2,705 New
AF
3427
AtlasMark Financial
Texas
$208K +$200K +2,700 New
FCG
3428
Fielder Capital Group
Tennessee
$208K +$200K +2,694 New
CL
3429
CLG LLC
California
$207K +$200K +2,693 New
HFS
3430
Hughes Financial Services
Virginia
$207K +$68.6K +925 +52%
GG
3431
Greenwood Gearhart
Arkansas
$207K -$161K -2,166 -45%
JBA
3432
Johnson Bixby & Associates
Washington
$207K +$199K +2,683 New
QWM
3433
QP Wealth Management
New Jersey
$206K +$199K +2,680 New
OPWM
3434
Oxinas Partners Wealth Management
Indiana
$206K +$199K +2,680 New
SHFG
3435
S Harris Financial Group
Texas
$206K +$199K +2,679 New
RL
3436
Retireful LLC
Michigan
$205K +$197K +2,650 New
MSWM
3437
Mowery & Schoenfeld Wealth Management
Illinois
$205K +$45.8K +617 +30%
FCM
3438
Family Capital Management
Michigan
$205K +$197K +2,659 New
BIA
3439
Bell Investment Advisors
California
$204K +$39.3K +529 +25%
NCM
3440
Noesis Capital Mangement
Florida
$204K +$197K +2,649 New
C
3441
Covestor
United Kingdom
$204K -$47.9K -645 -20%
PFA
3442
Pathway Financial Advisors
Vermont
$204K +$201K +2,710 New
GSWM
3443
Greenup Street Wealth Management
Michigan
$204K -$172K -2,312 -47%
OPOWM
3444
One Plus One Wealth Management
Florida
$204K +$196K +2,643 New
GS
3445
GWN Securities
Florida
$203K +$196K +2,640 New
BFA
3446
Buttonwood Financial Advisors
Maryland
$203K -$38.8K -523 -17%
SNBOSCI
3447
Security National Bank of Sioux City Iowa
Iowa
$203K +$195K +2,632 New
NLWP
3448
Next Level Wealth Planning
Idaho
$203K +$195K +2,629 New
CWA
3449
CogentBlue Wealth Advisors
Tennessee
$202K +$195K +2,628 New
SP
3450
Sequent Planning
Nebraska
$202K +$195K +2,627 New
136 137
138
139 140