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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
2701
Legacy Wealth Asset Management
Minnesota
$727K -$724 -2 -0.1%
MWM
2702
Mindset Wealth Management
Indiana
$726K +$35.1K +97 +5%
BMWM
2703
Brown Miller Wealth Management
Virginia
$726K -$12.3K -34 -2%
BWS
2704
Buck Wealth Strategies
Colorado
$725K +$98.8K +273 +16%
FSA
2705
Financial Security Advisor
Virginia
$725K +$11.9K +33 +2%
CFGW
2706
Chancellor Financial Group WB
Pennsylvania
$725K +$6.15K +17 +0.9%
MFWP
2707
Mosaic Family Wealth Partners
Missouri
$725K +$12.3K +34 +2%
KBFS
2708
Kohmann Bosshard Financial Services
Ohio
$724K -$5.43K -15 -0.8%
TFM
2709
TFC Financial Management
Massachusetts
$724K +$18.5K +51 +3%
TCWM
2710
Total Clarity Wealth Management
Illinois
$724K -$651K -1,798 -48%
TW
2711
Towerpoint Wealth
California
$723K -$48.9K -135 -6%
BFAG
2712
Blackston Financial Advisory Group
Florida
$722K +$27.5K +76 +4%
CP
2713
Canopy Partners
Ohio
$722K -$173K -477 -20%
HCMG
2714
Howard Capital Management Group
California
$721K – – –
MPCL
2715
My Personal CFO LLC
Washington
$721K -$3.98K -11 -0.6%
EC
2716
EdgeRock Capital
Colorado
$721K +$710K +1,961 New
SFGP
2717
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$718K +$8.69K +24 +1%
CA
2718
Capital Advantage
California
$716K -$266K -735 -27%
SIC
2719
Sterling Investment Counsel
New York
$716K -$974K -2,691 -58%
AG
2720
Algert Global
California
$716K -$39.1K -108 -5%
DFG
2721
Demars Financial Group
Washington
$716K +$37.3K +103 +6%
BBNB
2722
Baker Boyer National Bank
Washington
$716K – – –
BHWM
2723
Beaird Harris Wealth Management
Texas
$715K +$22.1K +61 +3%
FB
2724
Finward Bancorp
Indiana
$715K +$34.4K +95 +5%
API
2725
Asset Planning Inc
California
$709K +$22.1K +61 +3%
107 108
109
110 111