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Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
2076
Mustard Seed Financial
Arkansas
$234K +$243K +5,310 New
MEG
2077
Millstone Evans Group
Colorado
$234K – – –
RFP
2078
Root Financial Partners
California
$234K -$1.15K -25 -0.5%
BFG
2079
Bouchey Financial Group
New York
$233K +$173K +3,778 New
SAA
2080
Southeast Asset Advisors
Georgia
$233K +$242K +5,283 New
SIS
2081
Sound Income Strategies
Florida
$233K -$10.9K -238 -5%
VFG
2082
Victory Financial Group
Texas
$233K +$242K +5,279 New
RA
2083
Rubicon Advisors
California
$232K +$241K +5,267 New
KFI
2084
Key Financial Inc
Pennsylvania
$232K +$4.58K +100 +2%
GFL
2085
Granite FO LLC
New Hampshire
$232K – – –
MCWS
2086
McKinley Carter Wealth Services
West Virginia
$232K +$241K +5,262 New
JC
2087
JB Capital
Connecticut
$232K +$241K +5,249 New
BWA
2088
Blodgett Wealth Advisors
California
$232K +$241K +5,248 New
SAM
2089
Stembrook Asset Management
New Jersey
$231K +$240K +5,239 New
S
2090
Steadtrust
Texas
$231K +$240K +5,239 New
LWM
2091
Lyell Wealth Management
California
$231K +$240K +5,230 New
SWM
2092
Steinberganna Wealth Management
New York
$231K +$240K +5,228 New
GLLW
2093
Graves Light Lenhart Wealth
Virginia
$230K +$239K +5,211 New
PDL
2094
Portfolio Design Labs
California
$230K +$239K +5,210 New
KWS
2095
Keystone Wealth Services
California
$230K +$239K +5,209 New
FC
2096
Financial Consulate
Maryland
$229K +$45.9K +1,001 +24%
S
2097
Sunpointe
Missouri
$228K +$237K +5,173 New
CCM
2098
Crabel Capital Management
California
$228K -$104K -2,272 -31%
W
2099
WealthCollab
Washington
$227K +$2.8K +61 +1%
SIM
2100
Studio Investment Management
Illinois
$227K +$236K +5,150 New
82 83
84
85 86