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Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
4876
New England Capital Financial Advisors
Connecticut
$676K +$422 +1 +0.1%
PFG
4877
Peterson Financial Group
Iowa
$673K +$6.76K +16 +1%
TSS
4878
Thomas Story & Son
Indiana
$668K – – –
SEM
4879
Strategic Equity Management
Arizona
$665K +$71K +168 +13%
RWA
4880
Redmont Wealth Advisors
Illinois
$663K – – –
SHIM
4881
Stone House Investment Management
Pennsylvania
$662K +$3.38K +8 +0.5%
DFCM
4882
Dark Forest Capital Management
Puerto Rico
$661K +$396K +938 +173%
SC
4883
Schiavi & Co
Delaware
$661K +$371K +878 +146%
EFP
4884
EnRich Financial Partners
Wisconsin
$659K +$1.27K +3 +0.2%
LWM
4885
Luminvest Wealth Management
Arizona
$658K +$420K +994 +199%
PSA
4886
Plum Street Advisors
Louisiana
$657K -$624K -1,477 -50%
EAM
4887
Exane Asset Management
France
$657K -$182K -430 -23%
DLHL
4888
Donald L. Hagan LLC
Florida
$657K -$200K -474 -24%
LAM
4889
LifePro Asset Management
California
$648K +$4.22K +10 +0.7%
DWM
4890
Denver Wealth Management
Colorado
$645K -$16K -38 -3%
SWP
4891
Significant Wealth Partners
Illinois
$641K +$37.6K +89 +7%
EFN
4892
Equita Financial Network
Pennsylvania
$641K +$180K +427 +42%
GWM
4893
Grand Wealth Management
Michigan
$639K -$558K -1,321 -48%
OA
4894
Oceanside Advisors
South Carolina
$636K – – –
FF
4895
Financial Futures
New Jersey
$634K +$599K +1,419 New
VL
4896
Vima LLC
Michigan
$634K -$60.4K -143 -9%
VFG
4897
Valley Financial Group
Pennsylvania
$630K -$845 -2 -0.1%
KTA
4898
Keeley-Teton Advisors
Illinois
$629K +$38.4K +91 +7%
SIA
4899
Spectrum Investment Advisors
Wisconsin
$626K -$208K -493 -26%
WFC
4900
Western Financial Corp
California
$626K – – –
194 195
196
197 198