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Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
4601
Peak Retirement Planning
Ohio
$1.89M +$1.9M +4,466 New
PIM
4602
Profit Investment Management
Maryland
$1.89M -$57.5K -135 -3%
CGF
4603
Constant Guidance Financial
Massachusetts
$1.89M -$162K -381 -8%
4WM
4604
4J Wealth Management
Virginia
$1.89M -$61.3K -144 -3%
AIP
4605
Alexis Investment Partners
Texas
$1.89M +$1.9M +4,466 New
HSG
4606
Helen Stephens Group
Texas
$1.89M -$52K -122 -3%
VC
4607
Veery Capital
Delaware
$1.88M +$122K +286 +7%
PI
4608
Pachira Investments
California
$1.88M +$434K +1,020 +30%
BAM
4609
Bayshore Asset Management
Florida
$1.88M – – –
SO
4610
Sierra Ocean
California
$1.88M +$1.9M +4,460 New
MAG
4611
Mayfair Advisory Group
Alabama
$1.88M +$80.9K +190 +4%
MAM
4612
MMA Asset Management
Pennsylvania
$1.88M +$316K +741 +20%
CFP
4613
Curran Financial Partners
South Carolina
$1.88M +$222K +522 +13%
KFS
4614
Kelly Financial Services
Massachusetts
$1.88M +$28.1K +66 +2%
NWM
4615
Napa Wealth Management
California
$1.88M -$37.5K -88 -2%
SMG
4616
Smart Money Group
Texas
$1.88M +$59.2K +139 +3%
C
4617
Covestor
United Kingdom
$1.88M +$206K +484 +12%
AW
4618
Avion Wealth
Texas
$1.87M +$235K +551 +14%
PS
4619
Planned Solutions
California
$1.87M +$852 +2 +0%
AFA
4620
American Financial Advisors
Georgia
$1.87M -$21.3K -50 -1%
PFG
4621
Prospect Financial Group
Virginia
$1.87M +$1.89M +4,430 New
MWA
4622
Muirfield Wealth Advisors
North Carolina
$1.87M +$10.2K +24 +0.5%
FWM
4623
FSA Wealth Management
Massachusetts
$1.86M -$77.9K -183 -4%
BWMG
4624
Barnes Wealth Management Group
California
$1.86M +$1.88M +4,407 New
CFIM
4625
Client First Investment Management
Wisconsin
$1.85M – – –
183 184
185
186 187