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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
5201
Centerline Wealth Advisors
Kentucky
$929K -$1.74K -4 -0.2%
BFA
5202
Bluestem Financial Advisors
Illinois
$929K -$189K -435 -19%
CPP
5203
Capasso Planning Partners
South Carolina
$925K -$1.02M -2,360 -56%
CWM
5204
Collaborative Wealth Management
Florida
$924K +$4.34K +10 +0.5%
WH
5205
Whitcomb & Hess
Ohio
$923K -$20.8K -48 -3%
NWM
5206
Napa Wealth Management
California
$921K -$16.1K -37 -2%
CFG
5207
Compton Financial Group
Maryland
$919K +$434 +1 +0.1%
PWM
5208
Parkshore Wealth Management
California
$918K -$15.2K -35 -2%
TFG
5209
Tull Financial Group
Virginia
$918K +$107K +246 +15%
PCM
5210
Prospera Capital Management
Arizona
$917K +$73K +168 +10%
OFG
5211
Opulen Financial Group
Virginia
$913K +$212K +489 +36%
FFP
5212
Forbes Financial Planning
Rhode Island
$913K – – –
TCM
5213
TT Capital Management
California
$912K +$119K +275 +18%
DW
5214
Dodds Wealth
Colorado
$912K +$10.9K +25 +1%
CJ
5215
Caitlin John
Michigan
$912K -$128K -295 -14%
DFA
5216
DHJJ Financial Advisors
Illinois
$910K +$85.1K +196 +12%
DFC
5217
DBK Financial Counsel
Ohio
$910K +$869 +2 +0.1%
SHIM
5218
Stone House Investment Management
Pennsylvania
$909K +$91.6K +211 +13%
BFG
5219
Baron Financial Group
New Jersey
$908K – – –
BCM
5220
Birmingham Capital Management
Alabama
$907K -$645K -1,486 -45%
HG
5221
Harbor Group
New Hampshire
$907K – – –
TSS
5222
Two Sigma Securities
New York
$905K +$790K +1,819 New
AFO
5223
Allie Family Office
Florida
$904K -$369K -850 -32%
GCM
5224
Galibier Capital Management
Ontario, Canada
$899K – – –
ETS
5225
ESL Trust Services
New York
$898K -$28.7K -66 -4%
207 208
209
210 211