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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1151
Lantz Financial
Illinois
$157K +$1.08K +82 +0.6%
HCM
1152
Howard Capital Management
Georgia
$157K -$1.2M -91,037 -87%
FCAS
1153
First Command Advisory Services
Texas
$156K +$39.2K +2,977 +28%
SFS
1154
Sharp Financial Services
Pennsylvania
$155K -$6.44K -489 -4%
KJWM
1155
Kiley Juergens Wealth Management
Washington
$154K -$26.1K -1,985 -13%
FWM
1156
Focused Wealth Management
New York
$154K +$461 +35 +0.3%
RWP
1157
Ridgecrest Wealth Partners
California
$154K -$26.3K -2,000 -13%
SFC
1158
Summit Financial Consulting
Michigan
$154K +$1.34K +102 +0.8%
CSIC
1159
Clifford Swan Investment Counsel
California
$154K – – –
MHB
1160
Midwest Heritage Bank
Iowa
$153K +$43.3K +3,289 +33%
CAAS
1161
Capital Asset Advisory Services
Michigan
$153K +$157K +11,910 New
AA
1162
Armis Advisers
Georgia
$153K -$724 -55 -0.5%
MWP
1163
Madison Wealth Partners
Wisconsin
$152K +$382 +29 +0.2%
AO
1164
Advisor OS
Illinois
$152K +$7.07K +537 +4%
GIM
1165
Goelzer Investment Management
Indiana
$152K +$173K +13,150 New
BIA
1166
Barry Investment Advisors
Massachusetts
$150K +$237 +18 +0.1%
PA
1167
PharVision Advisers
Florida
$150K -$39.3K -2,984 -19%
DC
1168
Dahring Cusmano
Michigan
$150K -$69.9K -5,306 -29%
TDB
1169
Thompson David Blair
$150K – – –
RPGK
1170
Retirement Planning Group (Kansas)
Kansas
$149K +$17.6K +1,336 +12%
DE
1171
Defiance ETFs
New York
$149K +$170K +12,876 New
SP
1172
Stablepoint Partners
Massachusetts
$149K +$6.58K +500 +4%
NCM
1173
NCM Capital Management
New Jersey
$148K +$169K +12,829 New
WF
1174
Wayfinding Financial
Washington
$148K +$20.9K +1,589 +14%
TWM
1175
TRB Wealth Management
Texas
$148K +$169K +12,795 New
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47
48 49