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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
3176
Retirement Planning Group (Kansas)
Kansas
$761K +$77.7K +151 +13%
MCA
3177
MSH Capital Advisors
Arizona
$761K -$12.9K -25 -2%
MLA
3178
My Legacy Advisors
Oregon
$761K +$102K +198 +18%
LCM
3179
Liberty Capital Management
Michigan
$760K +$63.8K +124 +10%
HNW
3180
High Note Wealth
Minnesota
$760K +$1.54K +3 +0.2%
PWM
3181
Palumbo Wealth Management
New York
$759K +$24.7K +48 +4%
FI
3182
Financial Insights
Washington
$758K -$488K -949 -42%
EA
3183
Echo45 Advisors
California
$757K -$37.6K -73 -5%
MWA
3184
Moser Wealth Advisors
Washington
$755K +$9.78K +19 +1%
BWP
3185
Bernardo Wealth Planning
Pennsylvania
$754K +$13.4K +26 +2%
QCIG
3186
Quad-Cities Investment Group
Iowa
$753K -$22.1K -43 -3%
MWP
3187
Madison Wealth Partners
Wisconsin
$753K -$36K -70 -5%
BWM
3188
BCGM Wealth Management
Indiana
$750K – – –
FP
3189
Fiduciary Planning
Florida
$750K +$68.9K +134 +11%
CAM
3190
Concorde Asset Management
Michigan
$749K -$78.2K -152 -10%
NLP
3191
Next Level Private
New York
$748K +$7.2K +14 +1%
CPW
3192
Cove Private Wealth
New York
$747K – – –
SCM
3193
Saxony Capital Management
Missouri
$746K -$29.8K -58 -4%
IAG
3194
Investmark Advisory Group
Connecticut
$746K – – –
CHA
3195
Cooper/Haims Advisors
New York
$745K -$83.4K -162 -11%
GWM
3196
Gibbs Wealth Management
Georgia
$745K +$268K +521 +67%
CI
3197
Cavalier Investments
Georgia
$742K -$2.46M -4,775 -79%
SFWC
3198
Strategic Family Wealth Counselors
New Jersey
$741K -$62.8K -122 -9%
ECA
3199
Elevated Capital Advisors
Utah
$740K +$382K +743 +135%
SIC
3200
SJS Investment Consulting
Ohio
$739K +$111K +215 +20%
126 127
128
129 130