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Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
3701
EnRich Financial Partners
Wisconsin
$23K +$9.8K +64 +67%
RCA
3702
Runnymede Capital Advisors
Ohio
$20.9K +$22K +144 New
RTL
3703
Red Tortoise LLC
Georgia
$20.4K -$1.23K -8 -5%
GLF
3704
Groupe la Francaise
France
$19.5K +$12.4K +81 New
EA
3705
Evolution Advisers
Virginia
$19K – – –
CWP
3706
Clark Wealth Partners
Illinois
$18.9K +$19.9K +130 New
LAM
3707
Lummis Asset Management
Texas
$18.4K – – –
FCG
3708
Financial Connections Group
California
$18K – – –
CFS
3709
Compass Financial Services
Iowa
$17.1K +$18.1K +118 New
MBFW
3710
Morton Brown Family Wealth
Pennsylvania
$17.1K +$7.65K +50 +74%
FIA
3711
FPC Investment Advisory
California
$16.6K +$17K +111 New
OAJ
3712
Ogorek Anthony Joseph
New York
$16K +$153 +1 +0.9%
HWM
3713
HighMark Wealth Management
Minnesota
$15.6K -$87.1K -569 -84%
VFIC
3714
Valley Forge Investment Consultants
Pennsylvania
$14.5K -$58.2K -380 -79%
RF
3715
Robbins Farley
New Hampshire
$14.5K – – –
IA
3716
IFS Advisors
Kansas
$14K +$11.2K +73 +304%
SIM
3717
Synergy Investment Management
Florida
$12.9K +$13.8K +90 New
IMC
3718
Investment Management Corporation
Virginia
$12.6K +$13.3K +87 New
GWMI
3719
Guardian Wealth Management (Illinois)
Illinois
$11.9K – – –
TVWM
3720
Tower View Wealth Management
Wisconsin
$11.7K +$153 +1 +1%
HHGA
3721
Halbert Hargrove Global Advisors
California
$11.7K +$12.2K +80 New
MWA
3722
Moser Wealth Advisors
Washington
$11.6K – – –
AIP
3723
Alexis Investment Partners
Texas
$10.7K +$11.3K +74 New
CF
3724
Conquis Financial
California
$10.4K +$11K +72 New
RBC
3725
Roble Belko & Company
Pennsylvania
$10K – – –
147 148
149
150 151