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Name Holding Trade Value Shares
Change 		Change in
Stake
VR
3351
Valued Retirements
Texas
$301K +$277K +850 New
JF
3352
JSF Financial
California
$299K – – –
VFG
3353
Victory Financial Group
Texas
$299K +$276K +846 New
AMM
3354
American Money Management
California
$299K -$3.26K -10 -1%
SWM
3355
SFG Wealth Management
Maryland
$299K – – –
PE
3356
Point72 Europe
United Kingdom
$298K +$275K +843 New
BWA
3357
Beam Wealth Advisors
Louisiana
$297K – – –
BCP
3358
Blue Chip Partners
Michigan
$296K +$10.1K +31 +4%
LF
3359
LifeSteps Financial
California
$294K +$15.6K +48 +6%
SPAS
3360
Spectrum Planning & Advisory Services
California
$293K – – –
GTAM
3361
Global Trust Asset Management
Florida
$292K – – –
ELM
3362
Elite Life Management
Florida
$292K +$269K +826 New
LFS
3363
Lutz Financial Services
Nebraska
$292K -$22.1K -68 -8%
PBC
3364
Pavion Blue Capital
California
$292K – – –
BFS
3365
Baskin Financial Services
Ontario, Canada
$292K – – –
PCFFS
3366
Pacific Center for Financial Services
California
$289K – – –
OPOWM
3367
One Plus One Wealth Management
Florida
$289K – – –
IIM
3368
Ironwood Investment Management
Massachusetts
$288K – – –
PWP
3369
Phillips Wealth Planners
Mississippi
$288K -$15K -46 -6%
VIM
3370
Vista Investment Management
Pennsylvania
$288K +$265K +813 New
CAC
3371
Certified Advisory Corp
Florida
$287K -$30.3K -93 -10%
MWM
3372
Mascoma Wealth Management
New Hampshire
$287K – – –
PCTC
3373
Perkins Coie Trust Company
Washington
$287K -$7.82K -24 -3%
M
3374
MYeCFO
California
$286K – – –
AFG
3375
Alterity Financial Group
Maine
$286K -$8.14K -25 -3%
133 134
135
136 137