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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4776
Compton Financial Group
Maryland
$201K – – –
CWM
4777
Compass Wealth Management
Connecticut
$200K – – –
HSWS
4778
Higgins & Schmidt Wealth Strategies
Colorado
$200K +$203K +273 New
IWP
4779
IAG Wealth Partners
Wisconsin
$200K +$36.5K +49 +22%
CFG
4780
CKW Financial Group
Hawaii
$199K – – –
GPFA
4781
Game Plan Financial Advisors
Ohio
$194K +$87.1K +117 +80%
NWM
4782
Nova Wealth Management
Florida
$191K -$14.9K -20 -7%
RBC
4783
Roble Belko & Company
Pennsylvania
$189K +$18.6K +25 +11%
TSMHT
4784
Thurston Springer Miller Herd & Titak
Indiana
$189K -$7.51M -10,085 -98%
UFPG
4785
United Financial Planning Group
New York
$187K +$190K +255 New
GG
4786
Gleason Group
Kentucky
$183K +$744 +1 +0.4%
BAM
4787
Bellevue Asset Management
Washington
$182K – – –
LOIM
4788
Liberty One Investment Management
Illinois
$182K +$185K +249 New
SR
4789
Syntax Research
Florida
$180K – – –
JFG
4790
JDM Financial Group
Texas
$177K +$132K +177 +277%
FPB
4791
First PREMIER Bank
South Dakota
$170K +$29K +39 +20%
RWS
4792
Retirement Wealth Solutions
Wisconsin
$169K -$22.3K -30 -12%
MAM
4793
Marquette Asset Management
Minnesota
$166K +$142K +191 +546%
MCA
4794
Maryland Capital Advisors
Maryland
$163K – – –
SA
4795
Seneschal Advisors
Washington
$163K +$165K +222 New
CCMI
4796
Creative Capital Management Investments
California
$161K +$37.2K +50 +30%
PCM
4797
Perritt Capital Management
Illinois
$159K – – –
ACM
4798
Adalta Capital Management
New York
$158K -$7.44K -10 -4%
Q1WB
4799
Quest 10 Wealth Builders
Virginia
$158K -$2.23K -3 -1%
KPP
4800
Kings Path Partners
Texas
$148K +$7.44K +10 +5%
190 191
192
193 194