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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
4426
DDFG Inc
California
$225K +$225K +384 New
TFP
4427
Traction Financial Partners
Wyoming
$224K +$224K +382 New
CFGSD
4428
Compass Financial Group (South Dakota)
South Dakota
$223K – – –
APW
4429
Axim Planning & Wealth
Ohio
$223K -$8.8K -15 -4%
FDS
4430
Freedom Day Solutions
Texas
$223K -$7.63K -13 -3%
WAN
4431
Wealth Advisors Northwest
Oregon
$223K +$224K +381 New
ICMM
4432
Integrated Capital Management (Michigan)
Michigan
$223K +$3.52K +6 +2%
WAG
4433
Wheelhouse Advisory Group
Missouri
$223K +$10.6K +18 +5%
AWM
4434
Able Wealth Management
New Jersey
$223K +$223K +380 New
SWM
4435
SpringVest Wealth Management
Texas
$223K +$223K +380 New
DAS
4436
DMKC Advisory Services
Iowa
$222K +$222K +379 New
TMWM
4437
Taylor & Morgan Wealth Management
Michigan
$221K -$5.87K -10 -3%
SA
4438
Scarborough Advisors
Maryland
$220K +$221K +376 New
BAM
4439
Burgundy Asset Management
Ontario, Canada
$220K – – –
MJP
4440
Michael J. Puzo
$220K – – –
FRA
4441
Front Row Advisors
California
$217K – – –
PFG
4442
Putney Financial Group
California
$216K +$217K +369 New
PFA
4443
Pinnacle Family Advisors
Missouri
$215K -$3.52K -6 -2%
TTWM
4444
TCV Trust & Wealth Management
Virginia
$214K – – –
PPG
4445
Peak Planning Group
Colorado
$213K +$214K +364 New
AM
4446
Atwater Malick
Pennsylvania
$213K +$214K +364 New
PFA
4447
Portland Financial Advisors
New York
$213K +$214K +364 New
GC
4448
Gibson Capital
Pennsylvania
$213K +$3.52K +6 +2%
BWS
4449
Buck Wealth Strategies
Colorado
$213K +$214K +364 New
RIA
4450
RPG Investment Advisory
California
$213K +$213K +363 New
176 177
178
179 180