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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3251
Bickling Financial Services
Massachusetts
$1.91M -$100K -344 -5%
SEP
3252
Southland Equity Partners
Missouri
$1.91M +$30.8K +106 +2%
DA
3253
DSC Advisors
Illinois
$1.91M -$100K -345 -5%
B
3254
Bridgeworth
Alabama
$1.9M -$21.8K -75 -1%
MLFP
3255
MPS Loria Financial Planners
Illinois
$1.9M +$18.6K +64 +1%
FTA
3256
Financial & Tax Architects
Missouri
$1.9M +$540K +1,857 +38%
PA
3257
Parkside Advisors
California
$1.9M +$183K +629 +10%
HFA
3258
High Falls Advisors
New York
$1.9M -$82.3K -283 -4%
CWA
3259
Clarity Wealth Advisors
California
$1.89M +$24.4K +84 +1%
GWM
3260
GSB Wealth Management
Connecticut
$1.87M -$2.88M -9,883 -60%
NL
3261
Navalign LLC
California
$1.87M -$31.7K -109 -2%
SGCA
3262
Steel Grove Capital Advisors
Tennessee
$1.86M +$510K +1,754 +36%
SWM
3263
Selective Wealth Management
Virginia
$1.86M +$585K +2,010 +44%
BWM
3264
Birchcreek Wealth Management
Ohio
$1.85M -$9.89K -34 -0.5%
TCB
3265
Texas Capital Bancshares
Texas
$1.84M -$873 -3 -0%
IWN
3266
Independent Wealth Network
Iowa
$1.84M +$1.61M +5,522 New
TI
3267
Truepoint Inc
Ohio
$1.84M +$357K +1,226 +23%
APC
3268
Aspire Private Capital
North Carolina
$1.84M +$31.1K +107 +2%
HFAS
3269
Hummer Financial Advisory Services
Illinois
$1.84M – – –
TWM
3270
Triton Wealth Management
Arizona
$1.84M -$7.86K -27 -0.4%
RBC
3271
Roble Belko & Company
Pennsylvania
$1.84M – – –
RCA
3272
Reitz Capital Advisors
Michigan
$1.82M -$24.7K -85 -1%
IIM
3273
Ironwood Investment Management
Massachusetts
$1.82M +$1.16K +4 +0.1%
FCM
3274
Firestone Capital Management
Florida
$1.81M – – –
MWM
3275
Mascoma Wealth Management
New Hampshire
$1.81M +$42.5K +146 +2%
129 130
131
132 133