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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1576
Seamount Financial Group
Colorado
$206K -$39.4K -500 -16%
QP
1577
Quilter Plc
United Kingdom
$206K +$205K +2,595 New
WRPWM
1578
Werba Rubin Papier Wealth Management
California
$206K +$204K +2,593 New
RCG
1579
Regatta Capital Group
California
$206K +$204K +2,592 New
TA
1580
Tactive Advisors
Florida
$205K +$203K +2,580 New
FTA
1581
Financial & Tax Architects
Missouri
$205K +$203K +2,577 New
SHFG
1582
S Harris Financial Group
Texas
$204K +$203K +2,570 New
MCCP
1583
Mission Creek Capital Partners
California
$203K +$425K +5,396 New
MWA
1584
Medallion Wealth Advisors
Connecticut
$203K -$10.6K -135 -5%
MCWS
1585
McKinley Carter Wealth Services
West Virginia
$203K +$201K +2,552 New
PAG
1586
Poinciana Advisors Group
Florida
$202K +$200K +2,543 New
BRM
1587
Boston Research & Management
Massachusetts
$201K +$200K +2,539 New
EM
1588
ELCO Management
New York
$200K +$199K +2,521 New
EWM
1589
Evolution Wealth Management
Florida
$199K +$188K +2,389 +1,958%
AT
1590
Avalon Trust
New Mexico
$198K -$21.8K -276 -10%
YDMI
1591
Y.D. More Investments
Israel
$198K +$114K +1,450 +139%
SFG
1592
Strive Financial Group
Indiana
$197K +$196K +2,485 New
SGK
1593
Steigerwald Gordon & Koch
Virginia
$189K +$26.6K +338 +17%
USB
1594
Union Savings Bank
Connecticut
$184K +$182K +2,313 New
QC
1595
Quent Capital
New York
$180K +$16.3K +207 +10%
CSC
1596
Caldwell Sutter Capital
California
$175K -$24.4K -310 -12%
SL
1597
Salomon & Ludwin
Virginia
$173K -$3.94K -50 -2%
AAG
1598
Armstrong Advisory Group
Massachusetts
$172K +$12.6K +160 +8%
PWPS
1599
Pinnacle Wealth Planning Services
Ohio
$169K +$168K +2,132 New
CFD
1600
Creative Financial Designs
Indiana
$168K – – –
62 63
64
65 66