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Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
3026
Northeast Financial Consultants
Connecticut
$245K -$8.88M -36,000 -98%
CTFG
3027
Capstone Triton Financial Group
Oklahoma
$245K +$211K +854 New
WP
3028
WealthSpring Partners
California
$244K +$210K +850 New
IIA
3029
ICW Investment Advisors
Arizona
$243K +$209K +848 New
PIA
3030
Powell Investment Advisors
Florida
$243K +$209K +848 New
GB
3031
Goepper Burkhardt
South Carolina
$243K +$1.86M +7,523 +794%
AFS
3032
AFG Fiduciary Services
Massachusetts
$243K +$194K +787 New
BA
3033
BCM Advisors
Louisiana
$243K +$191K +775 New
PFM
3034
Peak Financial Management
Massachusetts
$242K +$209K +845 New
SWM
3035
SFG Wealth Management
Maryland
$242K +$208K +843 New
SAM
3036
S.A. Mason
Michigan
$241K – – –
MBTD
3037
Mechanics Bank - Trust Department
California
$241K +$208K +841 New
SF
3038
Symphony Financial
Texas
$241K +$210K +853 New
FNB
3039
Farmers National Bank
Kentucky
$241K +$207K +840 New
AMM
3040
American Money Management
California
$241K +$207K +839 New
FWA
3041
FSC Wealth Advisors
New York
$240K – – –
WCM
3042
Wealthcare Capital Management
Virginia
$240K +$207K +837 New
IW
3043
Instrumental Wealth
Florida
$240K +$191K +775 New
RCM
3044
Rain Capital Management
Oregon
$240K +$206K +835 New
AFG
3045
Alterity Financial Group
Maine
$239K +$206K +833 New
CWM
3046
Curi Wealth Management
North Carolina
$238K -$33.6K -136 -14%
BFS
3047
Baskin Financial Services
Ontario, Canada
$237K +$204K +826 New
PBC
3048
Pavion Blue Capital
California
$237K +$204K +825 New
SPAS
3049
Spectrum Planning & Advisory Services
California
$237K +$204K +827 New
CFFP
3050
Center for Financial Planning
Michigan
$235K -$8.39K -34 -4%
120 121
122
123 124