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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2151
Security Financial Services
Indiana
$234K -$1.67K -48 -0.7%
CFO
2152
CVA Family Office
Colorado
$234K +$28.1K +808 +14%
SPWM
2153
Spartan Planning & Wealth Management
North Carolina
$233K +$229K +6,562 New
FWP
2154
Falcon Wealth Planning
California
$232K -$17.4K -500 -7%
MA
2155
MBA Advisors
Pennsylvania
$232K -$122K -3,505 -35%
WMG
2156
WESCAP Management Group
California
$231K – – –
PWG
2157
Portside Wealth Group
Utah
$231K -$21.6K -620 -9%
SSG
2158
Summit Securities Group
New York
$230K -$42.9K -1,232 -16%
HPM
2159
Hoxton Planning & Management
West Virginia
$230K -$1.88K -54 -0.8%
BCP
2160
Berkeley Capital Partners
Georgia
$229K +$225K +6,451 New
BWM
2161
BlackDiamond Wealth Management
New York
$229K +$16.5K +475 +8%
C
2162
Certuity
Florida
$228K +$5.4K +155 +2%
SWM
2163
SFG Wealth Management
Maryland
$228K – – –
SW
2164
SkyOak Wealth
Michigan
$228K -$26.6K -763 -11%
KP
2165
Keel Point
Alabama
$227K +$222K +6,385 New
FAN
2166
Financial Advisors Network
California
$227K +$222K +6,381 New
HF
2167
Halpern Financial
Virginia
$227K +$13.1K +376 +6%
CS
2168
Capital Square
Tennessee
$226K +$5.02K +144 +2%
4WM
2169
4J Wealth Management
Virginia
$226K – – –
WHCI
2170
W.H. Cornerstone Investments
Massachusetts
$226K -$24.2K -694 -10%
CFG
2171
Carr Financial Group
Massachusetts
$226K +$206K +5,924 New
PWM
2172
PRW Wealth Management
Massachusetts
$226K -$15.3K -438 -6%
CT
2173
Colonial Trust
South Carolina
$225K +$6.9K +198 +3%
AWA
2174
Amplius Wealth Advisors
Pennsylvania
$225K -$4.35K -125 -2%
EFG
2175
Ethos Financial Group
Pennsylvania
$225K -$15.4K -443 -7%
85 86
87
88 89