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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2101
Basepoint Wealth
Iowa
$778K +$5.22K +85 +0.8%
RA
2102
Rise Advisors
New York
$776K +$5.29K +86 +0.8%
FH
2103
FWG Holdings
Florida
$775K +$14.4K +234 +2%
FCFC
2104
First Citizens Financial Corp
Iowa
$773K – – –
APG
2105
Abacus Planning Group
South Carolina
$771K -$23K -375 -3%
MA
2106
MBA Advisors
Pennsylvania
$771K -$26.5K -431 -4%
CCFCSB
2107
Cape Cod Five Cents Savings Bank
Massachusetts
$770K – – –
PCM
2108
Prelude Capital Management
New York
$770K +$478K +7,770 +233%
SFC
2109
SYM Financial Corp
Indiana
$767K +$16.5K +268 +2%
MWM
2110
Mindset Wealth Management
Indiana
$767K -$1.48K -24 -0.2%
GSIAS
2111
Garden State Investment Advisory Services
New Jersey
$767K +$25.1K +409 +4%
HCMG
2112
Howard Capital Management Group
California
$767K – – –
RWI
2113
Red Wave Investments
Pennsylvania
$766K +$369 +6 +0.1%
BCG
2114
Breakwater Capital Group
New Jersey
$766K +$38.3K +623 +6%
SAM
2115
S.A. Mason
Michigan
$762K +$24.7K +402 +4%
BWA
2116
Bordeaux Wealth Advisors
California
$761K -$8.54K -139 -1%
KW
2117
Keyvantage Wealth
Pennsylvania
$761K +$3.2K +52 +0.5%
WIP
2118
WealthCare Investment Partners
Rhode Island
$761K +$153K +2,490 +29%
FMTC
2119
Farmers & Merchants Trust Company
California
$761K +$141K +2,295 +26%
SFG
2120
Sunburst Financial Group
Alabama
$760K +$184 +3 +0%
BCM
2121
Birmingham Capital Management
Alabama
$760K -$648K -10,548 -49%
HSWM
2122
Hubbell Strickland Wealth Management
Louisiana
$759K +$2.15K +35 +0.3%
MWA
2123
Medallion Wealth Advisors
Connecticut
$756K -$5.22K -85 -0.8%
GWS
2124
Greykasell Wealth Strategies
California
$756K +$19.3K +314 +3%
PFP
2125
Paragon Financial Partners
California
$754K – – –
83 84
85
86 87