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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2401
Phillips Wealth Planners
Mississippi
$460K -$27.3K -60 -5%
MWM
2402
Modern Wealth Management
Kansas
$459K +$51K +112 +12%
LF
2403
Lantz Financial
Illinois
$457K -$13.2K -29 -3%
SWA
2404
Sax Wealth Advisors
New Jersey
$457K +$472K +1,037 New
RFN
2405
Redwood Financial Network
Ohio
$457K – – –
AFA
2406
American Financial Advisors
Georgia
$455K – – –
C
2407
CEDRUS
Colorado
$453K -$21.9K -48 -4%
GAM
2408
Grandview Asset Management
Pennsylvania
$453K -$18.7K -41 -4%
NPF
2409
Norris Perne & French
Michigan
$452K +$30.1K +66 +7%
SAG
2410
Spotlight Asset Group
Illinois
$451K – – –
FCMC
2411
Founders Capital Management (Connecticut)
Connecticut
$451K – – –
DAL
2412
Delta Accumulation LLC
California
$450K +$456 +1 +0.1%
RA
2413
Rise Advisors
New York
$450K +$456 +1 +0.1%
HB
2414
Horizon Bancorp
Indiana
$449K +$41.9K +92 +10%
JFG
2415
JMG Financial Group
Illinois
$449K -$127K -279 -22%
BCG
2416
Breakwater Capital Group
New Jersey
$448K +$6.38K +14 +1%
GAM
2417
Gemmer Asset Management
California
$448K -$15.9K -35 -3%
EFG
2418
Embree Financial Group
Illinois
$448K -$10.9K -24 -2%
DW
2419
Durante & Waters
New York
$446K +$5.47K +12 +1%
CIS
2420
Continental Investors Services
Washington
$446K +$911 +2 +0.2%
AHL
2421
Abel Hall LLC
Louisiana
$446K +$32.3K +71 +8%
RFG
2422
Range Financial Group
Oregon
$446K +$36.9K +81 +9%
BBW
2423
Blue Barn Wealth
Utah
$445K +$22.3K +49 +5%
BAAM
2424
Baker Avenue Asset Management
California
$443K -$109K -239 -19%
ACP
2425
Aveo Capital Partners
Colorado
$442K -$347K -761 -43%
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