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Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
3026
South Plains Financial
Texas
$173K +$182K +2,783 New
BC
3027
Barrett & Company
Rhode Island
$173K +$65 +1 +0%
HGERS
3028
Householder Group Estate & Retirement Specialist
Arizona
$173K -$403K -6,178 -69%
WFA
3029
Wellspring Financial Advisors
Ohio
$171K +$31.3K +479 +5%
MSG
3030
Main Street Group
Virginia
$171K +$18.8K +288 +12%
PSB
3031
Piscataqua Savings Bank
New Hampshire
$169K – – –
YDMI
3032
Y.D. More Investments
Israel
$169K +$1.31K +20 +0.7%
PK
3033
Pflug Koory
Nebraska
$167K – – –
CFS
3034
CGC Financial Services
Oregon
$166K – – –
ACA
3035
Atlas Capital Advisors
Wyoming
$164K – – –
FDP
3036
Financiere des Professionnels
Quebec, Canada
$162K – – –
PWA
3037
Physician Wealth Advisors
Utah
$160K -$27.6K -423 -14%
FDW
3038
Fourth Dimension Wealth
Ohio
$160K +$168K +2,568 New
IWM
3039
IMG Wealth Management
Florida
$158K +$166K +2,544 New
TCA
3040
Trifecta Capital Advisors
Illinois
$154K +$4.57K +70 +3%
CFS
3041
Compass Financial Services
Iowa
$153K +$161K +2,464 New
SAS
3042
Stelac Advisory Services
New York
$153K – – –
BHWM
3043
Beaird Harris Wealth Management
Texas
$151K +$587 +9 +0.4%
MLA
3044
MB, Levis & Associates
Pennsylvania
$150K – – –
BA
3045
Bellwether Advisors
Nebraska
$150K +$157K +2,409 New
TFGT
3046
TS Financial Group (TSFG)
Illinois
$148K -$66.4K -1,017 -30%
CA
3047
Centerpoint Advisors
Massachusetts
$148K +$653 +10 +0.4%
MIM
3048
Marshall Investment Management
Colorado
$148K +$134K +2,059 New
PP
3049
Pacifica Partners
Canada
$146K -$65 -1 -0%
OC
3050
Oarsman Capital
Wisconsin
$146K -$19.5K -299 -11%
120 121
122
123 124