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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
3901
JDM Financial Group
Texas
$40.5K – – –
MCI
3902
MRP Capital Investments
Georgia
$40.2K -$45.7K -300 -53%
VWWMG
3903
Vermillion & White Wealth Management Group
Pennsylvania
$38.9K – – –
TFG
3904
Team Financial Group
California
$38.6K +$305 +2 +0.8%
SFS
3905
Sunrise Financial Services
Washington
$37.8K +$37.8K +248 New
CWM
3906
Consultiva Wealth Management
Puerto Rico
$37.5K – – –
BFG
3907
Brandywine Financial Group
Tennessee
$36.9K +$36.9K +242 New
IPS
3908
Investors Portfolio Services
Washington
$34.8K +$34.7K +228 New
IA
3909
IFS Advisors
Kansas
$33.1K – – –
NWM
3910
Navigoe Wealth Management
California
$33K – – –
SWA
3911
Strategic Wealth Advisors
Arizona
$33K +$33.5K +220 New
APW
3912
Atlantic Private Wealth
North Carolina
$31.9K +$1.37K +9 +5%
BFS
3913
Bare Financial Services
Pennsylvania
$31.4K -$2.13K -14 -6%
MW
3914
Merited Wealth
Florida
$31.2K +$31.2K +205 New
UFPG
3915
United Financial Planning Group
New York
$30.9K +$14.2K +93 +85%
1L
3916
10Elms LLP
Oklahoma
$30.5K – – –
ACM
3917
Anfield Capital Management
California
$28.4K +$6.7K +44 +31%
PP
3918
Paladin Partners
Wisconsin
$27.9K +$27.9K +183 New
PFO
3919
Pioneer Family Office
Florida
$27.4K +$27.4K +180 New
QA
3920
Quattro Advisors
Pennsylvania
$27.4K +$27.4K +180 New
BCM
3921
Basso Capital Management
Connecticut
$27.3K +$27.3K +179 New
BDPWM
3922
Barnes Dennig Private Wealth Management
Ohio
$26.2K -$14.6K -96 -36%
PJC
3923
Phillip James Consulting
Minnesota
$26K +$23.9K +157 New
CWP
3924
Clark Wealth Partners
Illinois
$25.8K – – –
PCM
3925
Penserra Capital Management
California
$25K -$1.37K -9 -5%
155 156
157
158 159