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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
4076
Fiduciary Planning
Florida
$3.3M -$365K -841 -11%
RCS
4077
Retirement Capital Strategies
California
$3.29M -$44.7K -103 -2%
CFO
4078
Capitol Family Office
Oregon
$3.29M -$79K -182 -3%
BFS
4079
Burkett Financial Services
South Carolina
$3.29M -$9.99K -23 -0.3%
NEWAS
4080
N.E.W. Advisory Services
Wisconsin
$3.29M -$1.06M -2,438 -27%
MWPCG
4081
Measured Wealth Private Client Group
New Hampshire
$3.28M +$78.2K +180 +3%
TCPW
4082
Twin City Private Wealth
North Carolina
$3.28M -$278K -641 -9%
TIP
4083
Tandem Investment Partners
New Jersey
$3.28M +$159K +367 +6%
CL
4084
CVFG LLC
Indiana
$3.27M -$26.5K -61 -0.9%
MTC
4085
Matrix Trust Company
Colorado
$3.27M +$101K +232 +4%
TWPM
4086
Total Wealth Planning & Management
Florida
$3.26M -$13K -30 -0.5%
BMM
4087
Berkshire Money Management
Massachusetts
$3.26M +$17.4K +40 +0.6%
FFAM
4088
Forge First Asset Management
Canada
$3.25M -$4.69M -10,800 -62%
JTWM
4089
Jackson Thornton Wealth Management
Alabama
$3.24M +$51.2K +118 +2%
GWP
4090
Gen-Wealth Partners
Michigan
$3.24M -$41.3K -95 -1%
LWM
4091
Laidlaw Wealth Management
New York
$3.24M -$473K -1,090 -14%
RDFA
4092
Ritter Daniher Financial Advisory
Ohio
$3.24M +$22.1K +51 +0.8%
IFPG
4093
Intrepid Financial Planning Group
Indiana
$3.24M -$10.4K -24 -0.4%
SRL
4094
Scientech Research LLC
New Jersey
$3.23M +$2.82M +6,495 New
MA
4095
MBA Advisors
Pennsylvania
$3.23M -$212K -488 -7%
MCM
4096
Magnolia Capital Management
New York
$3.23M – – –
BBA
4097
Braun-Bostich & Associates
Pennsylvania
$3.23M -$28.7K -66 -1%
VWA
4098
VSM Wealth Advisory
Maryland
$3.22M – – –
PWP
4099
Phillips Wealth Planners
Mississippi
$3.22M -$78.2K -180 -3%
CWM
4100
Cherrydale Wealth Management
New Jersey
$3.22M +$64.7K +149 +2%
162 163
164
165 166