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Name Holding Trade Value Shares
Change 		Change in
Stake
BSHC
3601
Breed's Hill Capital
Massachusetts
$894K -$1.24K -2 -0.2%
WWG
3602
West Wealth Group
California
$894K +$136K +220 +23%
GK
3603
Graney & King
New York
$894K – – –
CAM
3604
Chesapeake Asset Management
New York
$890K -$75.4K -122 -9%
PA
3605
Planning Alternatives
Michigan
$889K -$8.65K -14 -1%
RFA
3606
Register Financial Advisors
Georgia
$889K +$62.4K +101 +9%
VC
3607
Veery Capital
Delaware
$888K -$19.2K -31 -3%
PAM
3608
Peak Asset Management
Colorado
$887K +$43.9K +71 +6%
BMM
3609
Berkshire Money Management
Massachusetts
$886K -$57.5K -93 -7%
EIG
3610
Ellenbecker Investment Group
Wisconsin
$885K – – –
YWS
3611
Yarger Wealth Strategies
Ohio
$885K +$109K +176 +17%
PWP
3612
Precedent Wealth Partners
Texas
$884K +$46.3K +75 +7%
FCFC
3613
First Citizens Financial Corp
Iowa
$884K +$133K +215 +22%
CH
3614
Canton Hathaway
Rhode Island
$884K +$3.09K +5 +0.4%
BDA
3615
Borer Denton & Associates
Pennsylvania
$883K – – –
IWS
3616
Integrity Wealth Solutions
Colorado
$883K -$48.2K -78 -6%
BFA
3617
Bill Few Associates
Pennsylvania
$883K -$47K -76 -6%
WPA
3618
West Paces Advisors
Georgia
$883K +$9.27K +15 +1%
WJA
3619
Willis Johnson & Associates
Texas
$879K +$30.3K +49 +4%
TFA
3620
Toth Financial Advisory
Virginia
$878K -$80.9K -131 -10%
OL
3621
one8zero8 LLC
North Carolina
$878K -$4.94K -8 -0.7%
FCM
3622
Fire Capital Management
California
$878K -$256K -414 -26%
MCA
3623
MSH Capital Advisors
Arizona
$876K – – –
BIA
3624
Bell Investment Advisors
California
$875K +$282K +457 +63%
CFSG
3625
Clark Financial Services Group
Missouri
$874K +$24.7K +40 +3%
143 144
145
146 147