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Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
2726
Ring Mountain Capital
California
$330K +$7.51K +24 +3%
FLP
2727
Financial Life Planners
Arizona
$329K +$313 +1 +0.1%
CTB
2728
Country Trust Bank
Illinois
$329K – – –
SWP
2729
Summit Wealth Partners
Florida
$329K – – –
SWA
2730
Strata Wealth Advisors
Texas
$329K +$30.4K +97 +12%
FSAG
2731
Financial Solutions Advisory Group
Illinois
$329K – – –
CFAM
2732
Center For Asset Management
Florida
$329K +$14.4K +46 +6%
RCM
2733
Rockbridge Capital Management
Virginia
$327K – – –
CIS
2734
Continental Investors Services
Washington
$327K +$14.1K +45 +6%
MFS
2735
Madrona Financial Services
Washington
$326K +$274K +874 New
SFG
2736
Sunburst Financial Group
Alabama
$326K +$939 +3 +0.3%
BWS
2737
Buck Wealth Strategies
Colorado
$326K +$40.7K +130 +18%
SW
2738
SMART Wealth
Nebraska
$326K -$739K -2,361 -73%
FA
2739
Faithward Advisors
Pennsylvania
$325K -$1.06M -3,379 -80%
B
2740
Birchbrook
Maine
$324K – – –
RDFA
2741
Ritter Daniher Financial Advisory
Ohio
$324K +$2.19K +7 +0.8%
GFA
2742
Godfrey Financial Associates
New York
$323K – – –
IAA
2743
Ironsides Asset Advisors
North Carolina
$323K +$44.5K +142 +20%
KIM
2744
Kestra Investment Management
Texas
$323K +$271K +865 New
CCA
2745
Cora Capital Advisors
New Jersey
$322K +$3.76K +12 +1%
VAS
2746
Valicenti Advisory Services
New York
$322K – – –
HIS
2747
Harvest Investment Services
Illinois
$322K +$270K +861 New
WF
2748
WinCap Financial
Massachusetts
$321K -$2.19K -7 -0.8%
HNWAG
2749
High Net Worth Advisory Group
Florida
$320K +$2.19K +7 +0.8%
EC
2750
EntryPoint Capital
New York
$320K -$939 -3 -0.3%
108 109
110
111 112