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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
4201
Tower Wealth Partners
Pennsylvania
$780K +$14.8K +58 +2%
SI
4202
Shaker Investments
Ohio
$779K – – –
BA
4203
Ballew Advisors
Mississippi
$779K +$79.3K +311 +15%
BMD
4204
Better Money Decisions
New Mexico
$778K – – –
MFC
4205
Morris Financial Concepts
South Carolina
$777K -$28.8K -113 -4%
DA
4206
Drake & Associates
Wisconsin
$776K +$75.8K +297 +12%
TLA
4207
Tanglewood Legacy Advisors
Texas
$774K +$255 +1 +0%
SC
4208
Soundwatch Capital
Connecticut
$774K +$685K +2,685 New
SAM
4209
Simplify Asset Management
Nevada
$773K +$684K +2,680 New
SP
4210
SWS Partners
Ohio
$772K +$683K +2,679 New
WH
4211
Whitcomb & Hess
Ohio
$770K +$377K +1,478 +124%
KHC
4212
Koesten Hirschmann & Crabtree
Kansas
$766K +$10.7K +42 +2%
SWP
4213
ShoreHaven Wealth Partners
New Jersey
$766K -$24.5K -96 -3%
SCA
4214
Stuart Chaussee & Associates
California
$766K – – –
WF
4215
Warner Financial
Maryland
$764K – – –
GAM
4216
Garrison Asset Management
Arkansas
$764K +$208K +817 +45%
CWM
4217
Collaborative Wealth Management
Florida
$763K -$33.9K -133 -5%
DS
4218
DRW Securities
Illinois
$763K -$3.69M -14,485 -85%
M1FG
4219
Mach-1 Financial Group
Arkansas
$763K -$1.9M -7,447 -66%
P
4220
Palladiem
Pennsylvania
$762K -$98.5K -386 -13%
PF
4221
Parker Financial
Washington
$762K -$183K -719 -21%
FFWM
4222
Future Financial Wealth Management
Ohio
$759K +$33.9K +133 +5%
JA
4223
JVL Associates
Michigan
$759K -$18.6K -73 -3%
AFIA
4224
America First Investment Advisors
Nebraska
$758K +$167K +656 +33%
SAM
4225
Sequent Asset Management
Texas
$756K -$3.83K -15 -0.6%
167 168
169
170 171