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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4426
Compton Financial Group
Maryland
$654K +$313 +1 +0.1%
BAM
4427
Banta Asset Management
California
$652K – – –
EWP
4428
Elevation Wealth Partners
California
$651K -$102K -326 -15%
PI
4429
Pachira Investments
California
$651K +$1.57K +5 +0.3%
CFP
4430
Cypress Financial Planning
New Jersey
$651K +$2.19K +7 +0.4%
SSWG
4431
Seven Springs Wealth Group
Tennessee
$650K – – –
CFS
4432
Cannon Financial Strategists
Georgia
$650K -$38.5K -123 -6%
IWP
4433
IAG Wealth Partners
Wisconsin
$645K -$24.4K -78 -4%
WCP
4434
Welch Capital Partners
New York
$644K – – –
EL
4435
EWA LLC
Pennsylvania
$644K +$14.4K +46 +2%
JPLA
4436
Joseph P. Lucia & Associates
New York
$644K +$313 +1 +0.1%
AFG
4437
Affinia Financial Group
Massachusetts
$640K +$18.2K +58 +3%
BC
4438
Brio Consultants
California
$637K -$16.3K -52 -3%
HB
4439
Horizon Bancorp
Indiana
$637K +$276K +882 +89%
PMEF
4440
Point72 Middle East FZE
United Arab Emirates
$636K +$586K +1,869 New
MWA
4441
MFA Wealth Advisors
Pennsylvania
$636K -$53.9K -172 -8%
PP
4442
PFS Partners
New Jersey
$635K +$53.3K +170 +10%
TB
4443
Treynor Bancshares
Iowa
$633K +$8.15K +26 +1%
HIA
4444
HTG Investment Advisors
Connecticut
$633K +$48K +153 +9%
PWM
4445
Provident Wealth Management
Tennessee
$630K -$18.8K -60 -3%
RCYC
4446
Richard C. Young & Co
Rhode Island
$629K +$216K +688 +59%
FFP
4447
Forbes Financial Planning
Rhode Island
$628K – – –
RJTCONH
4448
Raymond James Trust Company of New Hampshire
New Hampshire
$627K -$79.6K -254 -12%
TF
4449
Theory Financial
Colorado
$627K -$1.06M -3,377 -65%
SC
4450
Schoolcraft Capital
Colorado
$619K +$570K +1,818 New
176 177
178
179 180