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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
5276
Enzi Wealth
Texas
$803K +$23.4K +55 +3%
DFC
5277
DBK Financial Counsel
Ohio
$802K -$852 -2 -0.1%
QFPS
5278
Quantum Financial Planning Services
Washington
$802K +$811K +1,903 New
KWM
5279
Kiker Wealth Management
Georgia
$802K +$811K +1,903 New
DP
5280
Denver PWM
Colorado
$799K -$30.2K -71 -4%
BWM
5281
Brickley Wealth Management
California
$799K -$36.2K -85 -4%
AIFS
5282
A&I Financial Services
Colorado
$799K +$807K +1,895 New
SWM
5283
Shakespeare Wealth Management
Wisconsin
$799K +$46.4K +109 +6%
WH
5284
Whitcomb & Hess
Ohio
$797K +$4.68K +11 +0.6%
MIM
5285
Martin Investment Management
Florida
$795K -$4.26K -10 -0.5%
SMF
5286
Sterling Manor Financial
New York
$795K -$40.5K -95 -5%
LSL
5287
Legacy Solutions LLC
Pennsylvania
$794K +$802K +1,883 New
LW
5288
Lauer Wealth
Indiana
$793K +$128K +300 +19%
CF
5289
Cyr Financial
Illinois
$791K +$39.2K +92 +5%
CWA
5290
Capital Wealth Alliance
Arizona
$790K +$5.11K +12 +0.6%
ICCON
5291
Investment Counsel Company of Nevada
Nevada
$790K +$798K +1,873 New
ETS
5292
ESL Trust Services
New York
$789K -$106K -250 -12%
HFS
5293
Hughes Financial Services
Virginia
$787K +$796K +1,868 New
CI
5294
Ceera Investments
Texas
$784K -$42.6K -100 -5%
CWAF
5295
Core Wealth Advisors (Florida)
Florida
$782K +$11.5K +27 +1%
HG
5296
Harbor Group
New Hampshire
$781K – – –
EAM
5297
Everstar Asset Management
North Carolina
$781K -$322K -755 -29%
BFG
5298
Baron Financial Group
New Jersey
$780K +$426 +1 +0.1%
SIA
5299
Summit Investment Advisors
Maryland
$779K +$808K +1,897 New
TR
5300
Tepp RIA
New Jersey
$778K +$786K +1,846 New
210 211
212
213 214