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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3851
Payne Capital
Oregon
$265K +$233K +1,279 New
DWMS
3852
Dominguez Wealth Management Solutions
Virginia
$264K +$233K +1,276 New
CFG
3853
Clayton Financial Group
Missouri
$264K – – –
SSW
3854
Stone Summit Wealth
Florida
$263K +$232K +1,272 New
CFP
3855
Comprehensive Financial Planning
Pennsylvania
$263K +$1.46K +8 +0.6%
JWM
3856
Jacksonville Wealth Management
Florida
$263K +$232K +1,270 New
NG
3857
Northstar Group
New York
$262K +$231K +1,268 New
EAP
3858
Elevation Advisory Partners
Florida
$262K +$283K +1,551 New
CCA
3859
Cypress Capital Advisors
Tennessee
$261K -$16K -88 -7%
VWA
3860
VSM Wealth Advisory
Maryland
$261K -$2.55K -14 -1%
PFS
3861
Prospect Financial Services
New York
$261K +$230K +1,260 New
CA
3862
CWC Advisors
Oregon
$260K +$230K +1,259 New
FCFC
3863
First Citizens Financial Corp
Iowa
$260K +$229K +1,256 New
EFG
3864
Ehrlich Financial Group
California
$259K +$228K +1,253 New
HFS
3865
Hughes Financial Services
Virginia
$259K +$6.75K +37 +3%
FFS
3866
Fischer Financial Services
Pennsylvania
$259K +$228K +1,251 New
BCM
3867
Bluefin Capital Management
New York
$259K -$758K -4,158 -77%
MWM
3868
Meritas Wealth Management
California
$258K -$18.2K -100 -7%
AT
3869
American Trust
Kentucky
$258K +$227K +1,247 New
BZWA
3870
Blue Zone Wealth Advisors
California
$258K +$227K +1,247 New
HIS
3871
Horizon Investment Services
Indiana
$258K +$227K +1,246 New
CPWM
3872
Cypress Point Wealth Management
Texas
$258K +$227K +1,245 New
CFG
3873
CKW Financial Group
Hawaii
$257K +$365 +2 +0.2%
MIM
3874
Meixler Investment Management
Arizona
$257K -$21.3K -117 -8%
TFP
3875
Tilia Fiduciary Partners
North Carolina
$257K +$226K +1,240 New
153 154
155
156 157