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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2426
Successful Portfolios
Florida
$410K +$1.16K +6 +0.2%
VBCG
2427
Valley Brook Capital Group
Pennsylvania
$408K +$9.65K +50 +2%
FFWM
2428
Future Financial Wealth Management
Ohio
$407K – – –
FPWM
2429
FSB Premier Wealth Management
Iowa
$406K +$3.47K +18 +0.7%
NB
2430
Northwest Bancshares
Pennsylvania
$404K -$21.6K -112 -4%
PBCM
2431
Point Break Capital Management
Florida
$403K – – –
CHA
2432
Carmichael Hill & Associates
Maryland
$402K -$15.8K -82 -3%
P
2433
&Partners
Tennessee
$402K +$37.2K +193 +8%
BFS
2434
Baskin Financial Services
Ontario, Canada
$401K -$18.4M -95,125 -97%
TA
2435
TruWealth Advisors
Louisiana
$401K +$25.5K +132 +6%
FSC
2436
Full Sail Capital
Oklahoma
$400K -$159K -823 -25%
GAA
2437
Global Assets Advisory
Florida
$399K +$479K +2,481 New
SG
2438
Somerset Group
Minnesota
$398K – – –
VCM
2439
Vivaldi Capital Management
Illinois
$398K +$5.79K +30 +1%
RW
2440
REDW Wealth
New Mexico
$397K +$37.2K +193 +9%
LF
2441
Lantz Financial
Illinois
$396K -$9.07K -47 -2%
LFG
2442
Larson Financial Group
Missouri
$396K +$35.3K +183 +8%
CPSAC
2443
Chas P. Smith & Associates (CPS)
Florida
$395K +$26.2K +136 +6%
BFS
2444
Bickling Financial Services
Massachusetts
$394K +$386 +2 +0.1%
KLC
2445
Knowledge Leaders Capital
Colorado
$393K -$90.3K -468 -16%
RRCM
2446
Rappaport Reiches Capital Management
Illinois
$392K +$5.79K +30 +1%
MPCG
2447
Matrix Private Capital Group
New York
$392K -$61.2K -317 -12%
QCIG
2448
Quad-Cities Investment Group
Iowa
$392K -$5.02K -26 -1%
CFO
2449
Collective Family Office
Pennsylvania
$392K +$1.35K +7 +0.3%
EWS
2450
Evergreen Wealth Solutions
Pennsylvania
$392K +$106K +550 +29%
96 97
98
99 100