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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
3376
United Financial Planning Group
New York
$27.3K -$3.13K -10 -12%
RWM
3377
Raffa Wealth Management
District of Columbia
$26.5K +$4.7K +15 +27%
GSEP
3378
Golden State Equity Partners
California
$26.2K -$1.33M -4,247 -98%
CW
3379
CrossGen Wealth
North Carolina
$25K – – –
CWP
3380
Clark Wealth Partners
Illinois
$25K +$1.88K +6 +10%
TWM
3381
Tripletail Wealth Management
Florida
$24.9K +$20.7K +66 New
CTWM
3382
Cherry Tree Wealth Management
Minnesota
$24.3K – – –
KPP
3383
Kings Path Partners
Texas
$24.3K – – –
BC
3384
Bulwark Capital
Florida
$23.5K – – –
AIA
3385
Arcadia Investment Advisors
Idaho
$23.2K – – –
CB
3386
Centennial Bank
Arkansas
$22.8K – – –
BW
3387
Bravera Wealth
North Dakota
$22.4K – – –
RG
3388
RHL Group
Michigan
$21.7K -$2.19K -7 -11%
IA
3389
IFS Advisors
Kansas
$21.7K – – –
AF
3390
Align Financial
Minnesota
$20.6K – – –
BF
3391
Brooklyn FI
New York
$20.5K +$18.8K +60 New
SFS
3392
Sunrise Financial Services
Washington
$19.8K – – –
CIAS
3393
CBIZ Investment Advisory Services
Ohio
$19.5K – – –
AF
3394
Abound Financial
California
$19.4K – – –
OAJ
3395
Ogorek Anthony Joseph
New York
$19K – – –
RWS
3396
Retirement Wealth Solutions
Wisconsin
$18.7K +$2.5K +8 +19%
BHWM
3397
Beaird Harris Wealth Management
Texas
$18.7K – – –
NF
3398
Napier Financial
Massachusetts
$18.7K – – –
SW
3399
StrongBox Wealth
Missouri
$17.6K +$14.7K +47 New
FIM
3400
FWL Investment Management
Texas
$16.6K -$10.3K -33 -43%
134 135
136
137 138