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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
5251
Sharper & Granite
California
$839K +$145K +340 +21%
FFWM
5252
Future Financial Wealth Management
Ohio
$839K – – –
PJWM
5253
Philip James Wealth Mangement
Georgia
$838K +$98K +230 +13%
SAM
5254
Sequent Asset Management
Texas
$836K +$426 +1 +0.1%
BHWA
5255
Beacon Harbor Wealth Advisors
Virginia
$835K -$29.8K -70 -3%
IWP
5256
IAG Wealth Partners
Wisconsin
$835K +$21.7K +51 +3%
CFG
5257
Certior Financial Group
Pennsylvania
$833K +$842K +1,976 New
IMC
5258
Investment Management Corporation
Virginia
$831K +$840K +1,971 New
BP
5259
BWM Planning
Texas
$830K -$40.5K -95 -5%
OWM
5260
Orca Wealth Management
Florida
$828K +$837K +1,965 New
TIM
5261
Total Investment Management
Arizona
$825K +$129K +303 +18%
DFG
5262
Demars Financial Group
Washington
$824K +$29.8K +70 +4%
HIW
5263
Holos Integrated Wealth
Pennsylvania
$822K +$831K +1,951 New
BI
5264
Beckerman Institutional
New Jersey
$822K +$74.1K +174 +10%
HWM
5265
HRC Wealth Management
Idaho
$822K +$368K +865 +80%
FEM
5266
Fulcrum Equity Management
Texas
$819K +$122K +286 +17%
CWA
5267
Centerline Wealth Advisors
Kentucky
$818K +$834K +1,958 New
AWM
5268
Allen Wealth Management
North Carolina
$817K -$147K -346 -15%
VWM
5269
Vermillion Wealth Management
Minnesota
$815K +$823K +1,933 New
PFA
5270
Plotkin Financial Advisors
Maryland
$812K +$15.8K +37 +2%
DW
5271
Dodds Wealth
Colorado
$812K -$21.3K -50 -3%
PWM
5272
Parkshore Wealth Management
California
$809K +$818K +1,920 New
CPA
5273
Compass Planning Associates
Massachusetts
$809K +$817K +1,919 New
RWM
5274
Ruedi Wealth Management
Illinois
$806K +$8.52K +20 +1%
WSFG
5275
Wall Street Financial Group
Illinois
$806K +$112K +263 +16%
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