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Name Holding Trade Value Shares
Change 		Change in
Stake
GWL
4876
Generations Wealth LLC
Ohio
$209K +$227K +371 New
TCFP
4877
Treasure Coast Financial Planning
Florida
$208K -$11.6K -19 -5%
SI
4878
Sprott Inc
Ontario, Canada
$208K +$226K +370 New
MPCL
4879
My Personal CFO LLC
Washington
$208K -$15.3K -25 -6%
XFP
4880
Xena Financial Planning
Oregon
$207K -$88.1K -144 -28%
MFA
4881
Millington Financial Advisors
Illinois
$206K -$50.8K -83 -21%
WAS
4882
Wealth Advisory Solutions
Indiana
$206K +$223K +365 New
PFA
4883
Portland Financial Advisors
New York
$205K – – –
VA
4884
Veratis Advisors
North Carolina
$205K +$222K +363 New
NF
4885
Napier Financial
Massachusetts
$204K -$7.34K -12 -3%
PF
4886
PlanVest Financial
Maryland
$204K +$611 +1 +0.3%
FWM
4887
Forza Wealth Management
Florida
$204K – – –
ACM
4888
Andina Capital Management
Utah
$203K +$221K +361 New
RIS
4889
Retirement Income Solutions
Michigan
$202K – – –
TAM
4890
Tucker Asset Management
Colorado
$202K +$219K +358 New
MSA
4891
McAlister Sweet & Associates
Texas
$202K -$16.5K -27 -7%
TFG
4892
Tull Financial Group
Virginia
$202K -$8.56K -14 -4%
TB
4893
Terril Brothers
Missouri
$201K – – –
CCIA
4894
Cherry Creek Investment Advisors
Colorado
$201K -$702K -1,148 -76%
VST
4895
Van Strum & Towne
California
$201K – – –
CWM
4896
ClientFirst Wealth Management
Arkansas
$201K – – –
EWM
4897
Evolution Wealth Management
Florida
$200K -$42.2K -69 -16%
RF
4898
Robinswood Financial
Washington
$196K – – –
GG
4899
Gleason Group
Kentucky
$192K +$86.2K +141 +71%
OAJ
4900
Ogorek Anthony Joseph
New York
$192K +$4.89K +8 +2%
194 195
196
197 198