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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
3151
JDM Financial Group
Texas
$13.6K -$1.87K -18 -14%
SR
3152
Summer Road
Florida
$13.3K – – –
RFG
3153
REAP Financial Group
Texas
$12.9K +$5.61K +54 +108%
IA
3154
IFS Advisors
Kansas
$12.6K -$10.1K -97 -49%
EA
3155
Evolution Advisers
Virginia
$12K – – –
CFP
3156
Comprehensive Financial Planning
Pennsylvania
$11.7K +$520 +5 +6%
DF
3157
DecisionPoint Financial
Arizona
$11.6K +$3.12K +30 +47%
WFA
3158
West Financial Advisors
Iowa
$11.3K – – –
SHM
3159
Sagard Holdings Management
Ontario, Canada
$10.8K +$9.04K +87 New
FLFS
3160
Family Legacy Financial Solutions
North Carolina
$10.5K +$8.73K +84 New
ETS
3161
ESL Trust Services
New York
$10.4K -$2.18K -21 -20%
MWA
3162
Moser Wealth Advisors
Washington
$10.2K -$48.3K -465 -85%
SHIM
3163
Stone House Investment Management
Pennsylvania
$10.2K -$5.92K -57 -41%
GC
3164
Gould Capital
Washington
$9.92K -$1.25K -12 -13%
PWA
3165
Principia Wealth Advisory
Texas
$9.43K +$2.6K +25 +49%
NWM
3166
Nova Wealth Management
Florida
$9.08K +$7.58K +73 New
BCWM
3167
Ball & Co Wealth Management
Tennessee
$9K +$1.04K +10 +16%
BG
3168
Bollard Group
Massachusetts
$9K +$7.38K +71 New
CW
3169
Curio Wealth
Maryland
$7.78K +$6.13K +59 +1,475%
WA
3170
WestEnd Advisors
North Carolina
$7.44K +$2.08K +20 +50%
RCM
3171
Ravenstone Capital Management
$7.44K +$6.23K +60 New
BIM
3172
Breakwater Investment Management
Washington
$7.32K – – –
EWA
3173
EQ Wealth Advisors
Texas
$6.08K – – –
HIA
3174
HFM Investment Advisors
New Jersey
$5.83K +$1.14K +11 +31%
BMC
3175
Bear Mountain Capital
Washington
$5.48K -$104 -1 -2%
125 126
127
128 129