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Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
1951
First Pacific Financial
Washington
$16.7K +$4.38K +200 +37%
RMP
1952
Richards, Merrill & Peterson
Washington
$16.2K -$27K -1,236 -63%
BA
1953
Bellwether Advisors
Nebraska
$16.2K – – –
PK
1954
Pflug Koory
Nebraska
$16.1K – – –
AWM
1955
Abound Wealth Management
Tennessee
$15.5K -$3.28K -150 -18%
CTWM
1956
Cherry Tree Wealth Management
Minnesota
$15.4K – – –
PSFG
1957
Park Square Financial Group
Georgia
$15.2K -$175 -8 -1%
GWP
1958
Gen-Wealth Partners
Michigan
$15.1K – – –
RWM
1959
Raffa Wealth Management
District of Columbia
$15.1K – – –
CPG
1960
Cornerstone Planning Group
New Jersey
$14.6K +$7.37K +337 +90%
KSB
1961
Kennebec Savings Bank
Maine
$14.2K +$13.7K +625 New
CJH
1962
Christopher J. Hasenberg
Wisconsin
$14.1K – – –
NSG
1963
Nalls Sherbakoff Group
Tennessee
$13.8K +$13.3K +606 New
SSA
1964
SSA Swiss Advisors
$13.6K +$13.1K +600 New
PS
1965
PayPay Securities
Japan
$13.2K +$7.81K +357 +159%
IBOK
1966
Independence Bank of Kentucky
Kentucky
$12.7K -$232K -10,596 -95%
CAM
1967
Chesapeake Asset Management
New York
$12.4K +$656 +30 +6%
SAS
1968
Spurstone Advisory Services
Connecticut
$12.2K – – –
ME
1969
McIlrath & Eck
Washington
$12.2K -$3.74K -171 -24%
DF
1970
DecisionPoint Financial
Arizona
$12.1K – – –
CWM
1971
CarsonAllaria Wealth Management
Illinois
$12K -$43.3K -1,980 -79%
CH
1972
Cromwell Holdings
Wyoming
$11.6K -$210K -9,578 -95%
PPC
1973
Park Place Capital
Alabama
$11.4K +$10.3K +469 +1,379%
NI
1974
NCP Inc
California
$11.4K – – –
OW
1975
Olistico Wealth
Oklahoma
$11.4K – – –
77 78
79
80 81