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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2726
Blue Bell Private Wealth Management
Pennsylvania
$683K -$8.02K -22 -1%
SFPG
2727
Stonebridge Financial Planning Group
Florida
$680K -$28.4K -78 -4%
SFG
2728
Seamount Financial Group
Colorado
$680K -$8.02K -22 -1%
NFC
2729
Northstar Financial Companies
Pennsylvania
$677K -$38.6K -106 -5%
FAN
2730
Financial Advisors Network
California
$675K -$19.3K -53 -3%
NA
2731
Navellier & Associates
Nevada
$674K -$699K -1,919 -48%
SFG
2732
Strive Financial Group
Indiana
$674K +$118K +323 +19%
OAS
2733
Optivise Advisory Services
Tennessee
$673K +$23.7K +65 +3%
SPL
2734
Smart Portfolios LLC
Washington
$672K -$1.82K -5 -0.2%
CFC
2735
Client First Capital
California
$671K – – –
RWM
2736
RBA Wealth Management
California
$671K -$4.36M -11,954 -85%
CFG
2737
Chapman Financial Group
Hawaii
$671K +$7.29K +20 +1%
FC
2738
Financial Consulate
Maryland
$669K -$33.2K -91 -4%
GAM
2739
Grandview Asset Management
Pennsylvania
$669K -$91.5K -251 -11%
TW
2740
Towerpoint Wealth
California
$669K +$36.4K +100 +5%
KBFS
2741
Kohmann Bosshard Financial Services
Ohio
$668K -$19.7K -54 -3%
TFP
2742
Tilia Fiduciary Partners
North Carolina
$666K +$3.64K +10 +0.5%
FFG
2743
Fiduciary Financial Group
California
$664K +$44.5K +122 +6%
CLIP
2744
Colter Lewis Investment Partners
Connecticut
$664K +$482K +1,323 +190%
SSA
2745
Shepherd Street Advisors
California
$663K +$12K +33 +2%
SB
2746
Sunflower Bank
Texas
$661K -$16K -44 -2%
FHC
2747
First Heartland Consultants
Missouri
$661K -$117K -320 -14%
GLLW
2748
Graves Light Lenhart Wealth
Virginia
$658K -$8.02K -22 -1%
VAF
2749
Values Added Financial
District of Columbia
$658K -$13.1K -36 -2%
BCM
2750
Birmingham Capital Management
Alabama
$658K – – –
108 109
110
111 112