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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1451
Retirement Planning Company of New England
Rhode Island
$315K +$18.1K +52 +6%
KFS
1452
Keynote Financial Services
Connecticut
$315K – – –
IC
1453
Inscription Capital
Texas
$315K +$9.37K +27 +3%
SWGC
1454
Summit Wealth Group (Colorado)
Colorado
$314K +$10.4K +30 +4%
EFSCE
1455
Enterprise Financial Services Corp (EFSC)
Missouri
$314K +$7.29K +21 +2%
WP
1456
WealthShield Partners
North Carolina
$313K -$14.2K -41 -4%
OA
1457
Oasis Advisors
Iowa
$313K +$305K +880 New
VCA
1458
Verdence Capital Advisors
Maryland
$313K +$23.6K +68 +8%
CA
1459
Claro Advisors
Massachusetts
$312K +$34K +98 +13%
BCM
1460
Becker Capital Management
Oregon
$312K -$3.47K -10 -1%
ASBI
1461
American State Bank (Iowa)
Iowa
$312K – – –
BW
1462
Basepoint Wealth
Iowa
$312K +$2.43K +7 +0.8%
AMBIA
1463
Allen Mooney & Barnes Investment Advisors
Georgia
$310K -$1.04K -3 -0.3%
IF
1464
Intrua Financial
Texas
$309K -$137K -395 -31%
KA
1465
Klingman & Associates
New York
$309K -$3.82K -11 -1%
CFG
1466
Copley Financial Group
California
$308K -$59K -170 -16%
IWA
1467
IBEX Wealth Advisors
New Jersey
$308K +$300K +864 New
MA
1468
MCF Advisors
Kentucky
$308K +$299K +860 New
IP
1469
Intellectus Partners
California
$308K – – –
PFM
1470
Phillips Financial Management
Indiana
$307K -$15.6K -45 -5%
APG
1471
Abacus Planning Group
South Carolina
$307K -$16.7K -48 -5%
ISWM
1472
Independent Solutions Wealth Management
New York
$307K +$299K +861 New
SWM
1473
Silverlake Wealth Management
Vermont
$306K – – –
CNB
1474
Camden National Bank
Maine
$305K – – –
AFP
1475
Alpha Financial Partners
Kentucky
$304K +$2.08K +6 +0.7%
57 58
59
60 61