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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4626
Steph & Co
Wisconsin
$400K +$68.1K +206 +19%
IWP
4627
Insight Wealth Partners
Texas
$400K +$41K +124 +11%
BC
4628
Barnett & Company
Tennessee
$396K – – –
LWIC
4629
Leith Wheeler Investment Counsel
British Columbia, Canada
$396K +$56.8K +172 +16%
FIC
4630
Family Investment Center
Missouri
$391K -$31.1K -94 -7%
GWMI
4631
Guardian Wealth Management (Illinois)
Illinois
$389K +$1.32K +4 +0.3%
FOFP
4632
Fee-Only Financial Planning
South Carolina
$387K – – –
BWA
4633
Brave Warrior Advisors
New York
$387K – – –
JMF
4634
Johnson Midwest Financial
Iowa
$384K – – –
BFP
4635
Beacon Financial Planning
Massachusetts
$383K +$330 +1 +0.1%
RPG
4636
Resource Planning Group
Georgia
$383K -$32.7K -99 -8%
BWM
4637
Benchmark Wealth Management
Connecticut
$380K -$9.91K -30 -2%
BIA
4638
Barry Investment Advisors
Massachusetts
$380K -$171K -518 -30%
AFS
4639
AFG Fiduciary Services
Massachusetts
$378K – – –
G
4640
Gainplan
Michigan
$378K +$395K +1,196 New
FA
4641
Financial Alternatives
California
$376K +$37K +112 +10%
BI
4642
Bramshill Investments
Florida
$376K – – –
MFG
4643
MTM Financial Group
Pennsylvania
$374K +$5.95K +18 +2%
SC
4644
Swan Capital
Florida
$374K +$391K +1,183 New
QC
4645
QCM Cayman
Texas
$373K +$391K +1,182 New
LAM
4646
LifePro Asset Management
California
$373K -$14.2K -43 -4%
OKSA
4647
O'Keefe Stevens Advisory
New York
$373K +$21.5K +65 +6%
GWAM
4648
Guardian Wealth Advisors (Minnesota)
Minnesota
$372K -$7.6K -23 -2%
DA
4649
DSC Advisors
Illinois
$372K +$35K +106 +10%
WIC
4650
Whitegate Investment Counselors
New Hampshire
$372K +$23.5K +71 +6%
184 185
186
187 188