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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
5576
Compass Financial Services
Iowa
$899K +$501 +1 +0.1%
MFG
5577
Mann Financial Group
Minnesota
$899K – – –
SIA
5578
Spectrum Investment Advisors
Wisconsin
$897K +$246K +490 +36%
PEWA
5579
Pacific Excel Wealth Advisors
California
$897K +$937K +1,870 New
PAM
5580
PVG Asset Management
Colorado
$895K +$272K +542 +41%
DW
5581
Dodds Wealth
Colorado
$892K – – –
JSA
5582
Jim Saulnier & Associates
Colorado
$890K -$68.7K -137 -7%
RWM
5583
Rolek Wealth Management
Pennsylvania
$889K +$101K +202 +12%
AFP
5584
ATLas Financial Planning
Georgia
$889K +$922K +1,839 New
HWM
5585
HBE Wealth Management
Nebraska
$889K +$921K +1,838 New
WRCM
5586
Western Reserve Capital Management
Ohio
$889K +$921K +1,838 New
VFG
5587
Valley Financial Group
Pennsylvania
$888K +$254K +507 +38%
TFO
5588
Timonier Family Office
North Carolina
$887K -$301K -600 -25%
RA
5589
Resolute Advisors
California
$886K – – –
BF
5590
Brooklyn FI
New York
$886K -$125K -250 -12%
WA
5591
Wealthstar Advisors
Texas
$885K -$264K -527 -22%
BTIM
5592
BancFirst Trust & Investment Management
Oklahoma
$883K +$78.2K +156 +9%
FI
5593
FWG Investments
Kentucky
$882K -$88.2K -176 -9%
SCM
5594
SB Capital Management
California
$881K +$913K +1,821 New
BCG
5595
Bravias Capital Group
New Jersey
$881K -$377K -753 -29%
AFIA
5596
America First Investment Advisors
Nebraska
$880K -$285K -568 -24%
BFG
5597
Baron Financial Group
New Jersey
$880K -$3.51K -7 -0.4%
IPS
5598
Investors Portfolio Services
Washington
$879K +$912K +1,819 New
CPWM
5599
Cypress Point Wealth Management
Texas
$879K +$100K +200 +12%
NI
5600
NCP Inc
California
$878K +$28.6K +57 +3%
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