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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2601
Baron Wealth Management
Michigan
$261K +$16.5K +150 +7%
YWM
2602
Yoder Wealth Management
California
$260K +$7.38K +67 +3%
RWA
2603
Redmont Wealth Advisors
Illinois
$260K – – –
TCM
2604
Towercrest Capital Management
Pennsylvania
$260K – – –
SPI
2605
Sutton Place Investors
New York
$260K -$881 -8 -0.3%
FBFS
2606
First Business Financial Services
Wisconsin
$260K -$70K -636 -22%
CSPIA
2607
Cary Street Partners Investment Advisory
Virginia
$259K +$45.9K +417 +22%
CPA
2608
Cardiff Park Advisors
California
$259K -$1.54K -14 -0.6%
NWM
2609
Northwest Wealth Management
Iowa
$259K -$19.2K -174 -7%
IA
2610
Insight Advisors
Pennsylvania
$258K -$37K -336 -13%
PFA
2611
Pathway Financial Advisors
Vermont
$258K -$23.3K -212 -9%
AWMG
2612
Alliance Wealth Management Group
New Jersey
$258K – – –
FCM
2613
Firestone Capital Management
Florida
$258K -$1.21K -11 -0.5%
LA
2614
Latitude Advisors
Florida
$258K -$43.4K -394 -15%
SWGC
2615
Summit Wealth Group (Colorado)
Colorado
$257K -$1.13M -10,305 -82%
AFPL
2616
Advus Financial Partners, LLC
Florida
$257K -$29.4K -267 -11%
KFA
2617
Kapstone Financial Advisors
Ohio
$257K – – –
NRI
2618
NFP Retirement Inc
California
$257K -$4.63K -42 -2%
WFS
2619
WealthGarden F.S.
California
$257K -$33.8K -307 -12%
RIS
2620
Richmond Investment Services
Wisconsin
$257K -$4.74K -43 -2%
CWM
2621
Collaborative Wealth Management
Florida
$256K -$41.9K -380 -14%
AG
2622
AmeriFlex Group
Nevada
$256K -$27.1K -246 -10%
6F
2623
626 Financial
Michigan
$256K -$57.5K -522 -19%
CFD
2624
Creative Financial Designs
Indiana
$255K +$11.6K +105 +5%
SWP
2625
Semus Wealth Partners
Florida
$255K +$4.18K +38 +2%
103 104
105
106 107