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Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
5151
Caitlin John
Michigan
$985K -$1.28K -3 -0.1%
KNFPWM
5152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$984K -$35.8K -84 -3%
BDWCC
5153
B&D White Capital Company
Texas
$981K -$161K -378 -14%
BBL
5154
Beck Bode LLC
Massachusetts
$977K -$17.1M -40,032 -95%
GFM
5155
GEN Financial Management
Minnesota
$977K +$988K +2,319 New
GF
5156
GGM Financials
Ohio
$977K -$22.1K -52 -2%
DC
5157
Dahring Cusmano
Michigan
$976K +$986K +2,315 New
TWA
5158
Trellis Wealth Advisors
California
$976K – – –
RWS
5159
Retirement Wealth Solutions
Wisconsin
$974K +$990K +2,325 New
SC
5160
Saybrook Capital
North Carolina
$974K +$412K +968 +72%
WA
5161
Wealthstar Advisors
Texas
$972K +$982K +2,305 New
FL
5162
FreeGulliver LLC
Louisiana
$971K -$370K -869 -27%
DI
5163
DDFG Inc
California
$970K – – –
RFO
5164
RiverGlades Family Offices
Florida
$969K – – –
MAM
5165
Maytree Asset Management
Hong Kong
$969K +$980K +2,300 New
ACH
5166
ArrowMark Colorado Holdings
Colorado
$965K -$374K -879 -28%
PWH
5167
Priebe Wealth Holdings
Minnesota
$965K +$132K +311 +16%
WFA
5168
Websterrogers Financial Advisors
South Carolina
$964K +$600K +1,409 +160%
SG
5169
Stanich Group
New York
$962K +$972K +2,282 New
CW
5170
Curio Wealth
Maryland
$962K +$972K +2,282 New
CAIMH
5171
Central Asset Investments & Management Holdings
Hong Kong
$958K -$2.04M -4,800 -68%
XWM
5172
Xcel Wealth Management
Florida
$957K +$24.3K +57 +3%
EFN
5173
Equita Financial Network
Pennsylvania
$955K +$45.6K +107 +5%
AWM
5174
Able Wealth Management
New Jersey
$954K +$66.4K +156 +7%
OCFG
5175
O'Connor Financial Group
Illinois
$951K +$17.5K +41 +2%
205 206
207
208 209