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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3851
Searle & Co
Connecticut
$803K +$43.4K +65 +6%
FLP
3852
Financial Life Planners
Arizona
$803K +$4.67K +7 +0.6%
AA
3853
ACT Advisors
North Carolina
$800K -$12K -18 -1%
KFS
3854
Keynote Financial Services
Connecticut
$800K +$809K +1,212 New
CPL
3855
CAP Partners LLC
Tennessee
$800K -$22.7K -34 -3%
RI
3856
Rinkey Investments
California
$798K +$385K +577 +91%
WF
3857
WealthPoint Financial
North Carolina
$797K +$806K +1,207 New
PAM
3858
Peak Asset Management
Colorado
$797K +$3.34K +5 +0.4%
TW
3859
Towerpoint Wealth
California
$796K -$62.1K -93 -7%
TF
3860
Tenzing Financial
Virginia
$795K +$805K +1,205 New
IAS
3861
Investment Advisory Services
Texas
$794K -$84.1K -126 -9%
CCP
3862
Carmel Capital Partners
California
$794K +$12.7K +19 +2%
CWM
3863
Centric Wealth Management
Illinois
$793K +$138K +207 +23%
CWMG
3864
Compass Wealth Management (Georgia)
Georgia
$792K +$801K +1,200 New
GFG
3865
Grantvest Financial Group
New Jersey
$792K +$29.4K +44 +4%
CH
3866
Canton Hathaway
Rhode Island
$792K -$3.34K -5 -0.4%
WFA
3867
WMG Financial Advisors
Tennessee
$791K +$47.4K +71 +6%
BDA
3868
Borer Denton & Associates
Pennsylvania
$790K – – –
WCM
3869
Winthrop Capital Management
Indiana
$785K +$47.4K +71 +6%
CMBA
3870
C.M. Bidwell & Associates
Hawaii
$784K -$178K -266 -18%
PA
3871
Persium Advisors
Georgia
$784K +$91.5K +137 +13%
MFS
3872
Miller Financial Services
Michigan
$782K -$161K -241 -19%
ACM
3873
Advance Capital Management
Michigan
$782K +$8.68K +13 +1%
FPH
3874
Financial Planning Hawaii
Hawaii
$781K +$790K +1,183 New
HPIA
3875
Hamilton Point Investment Advisors
North Carolina
$781K +$296K +444 +60%
153 154
155
156 157