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Name Holding Trade Value Shares
Change 		Change in
Stake
AFTS
4951
American Financial & Tax Strategies
New York
$426K +$403K +1,132 New
LWIC
4952
Leith Wheeler Investment Counsel
British Columbia, Canada
$425K -$43.4K -122 -10%
CAM
4953
Clarity Asset Management
Iowa
$424K +$401K +1,128 New
WC
4954
Weil Company
California
$424K +$356 +1 +0.1%
TCFP
4955
Treasure Coast Financial Planning
Florida
$423K – – –
WFPG
4956
Waller Financial Planning Group
Ohio
$423K +$20.3K +57 +5%
BWM
4957
Benchmark Wealth Management
Connecticut
$423K -$28.5K -80 -7%
BRIA
4958
Balanced Rock Investment Advisors
Massachusetts
$420K +$398K +1,117 New
HEIP
4959
Hudson Edge Investment Partners
New Jersey
$419K +$396K +1,113 New
SC
4960
Swan Capital
Florida
$418K -$25.3K -71 -6%
GWAM
4961
Guardian Wealth Advisors (Minnesota)
Minnesota
$418K -$24.2K -68 -6%
PWP
4962
PrairieView Wealth Partners
Illinois
$418K +$395K +1,111 New
EG
4963
Ellerson Group
Maryland
$416K +$7.12K +20 +2%
LAM
4964
Lountzis Asset Management
Pennsylvania
$415K +$49.8K +140 +15%
SVWG
4965
Shared Vision Wealth Group
United States
$415K +$393K +1,103 New
DA
4966
DSC Advisors
Illinois
$414K -$27.4K -77 -7%
FPCG
4967
Forum Private Client Group
Indiana
$412K +$390K +1,097 New
RFP
4968
Roth Financial Partners
Texas
$411K +$211K +594 +119%
VFG
4969
Valley Financial Group
Pennsylvania
$411K +$389K +1,092 New
IAMH
4970
IvyRock Asset Management (HK)
Hong Kong
$410K – – –
TFP
4971
Traction Financial Partners
Wyoming
$408K +$386K +1,084 New
TFP
4972
Triune Financial Partners
Kansas
$405K +$19.6K +55 +5%
RFS
4973
Retirement Financial Solutions
Tennessee
$403K +$382K +1,072 New
EFG
4974
Ehrlich Financial Group
California
$403K +$382K +1,072 New
TC
4975
TAGStone Capital
North Carolina
$402K -$8.54K -24 -2%
197 198
199
200 201