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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
3026
Redwood Financial Network
Ohio
$431K +$38.2K +251 +10%
SFG
3027
Sovereign Financial Group
Connecticut
$430K +$4.57K +30 +1%
NECFA
3028
New England Capital Financial Advisors
Connecticut
$430K +$609 +4 +0.1%
EWM
3029
Elite Wealth Management
Washington
$430K – – –
CFSG
3030
Clark Financial Services Group
Missouri
$430K -$2.89K -19 -0.7%
VFA
3031
Voya Financial Advisors
Connecticut
$429K -$71.7K -471 -14%
SMCM
3032
Sky-Mountain Capital Management
Idaho
$429K – – –
P
3033
Paradiem
Louisiana
$429K -$704K -4,621 -62%
AT
3034
Adelphi Trust
Florida
$428K +$428K +2,809 New
AFC
3035
Ares Financial Consulting
California
$428K +$427K +2,806 New
SPWM
3036
Smith Partners Wealth Management
North Carolina
$428K +$427K +2,805 New
BGAI
3037
Bruce G. Allen Investments
Colorado
$427K -$20.9K -137 -5%
FWP
3038
Falcon Wealth Planning
California
$427K +$29.7K +195 +7%
WFS
3039
Walker Financial Services
Kentucky
$427K +$201K +1,317 +89%
AWA
3040
Amplius Wealth Advisors
Pennsylvania
$426K -$13.9K -91 -3%
PWM
3041
Paulson Wealth Management
Illinois
$426K -$49.7K -326 -10%
AF
3042
Atala Financial
California
$426K – – –
HIW
3043
Holos Integrated Wealth
Pennsylvania
$426K +$11.1K +73 +3%
KF
3044
K2 Financial
California
$425K -$9.29K -61 -2%
GWM
3045
Greenwich Wealth Management
Connecticut
$425K +$60.9K +400 +17%
AIFAIM
3046
American Institute for Advanced Investment Management
Arizona
$425K -$51K -335 -11%
MWP
3047
Madison Wealth Partners
Wisconsin
$425K +$34.9K +229 +9%
ABLA
3048
Alan B. Lancz & Associates
Ohio
$424K – – –
USWIA
3049
UP Strategic Wealth Investment Advisors
Pennsylvania
$424K +$152 +1 +0%
CWG
3050
Crown Wealth Group
North Carolina
$423K +$55.1K +362 +15%
120 121
122
123 124