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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
5651
Stage Harbor Financial
Massachusetts
$815K -$81.7K -163 -9%
UFPG
5652
United Financial Planning Group
New York
$815K +$237K +473 +39%
RWM
5653
RMG Wealth Management
Wisconsin
$814K +$66.1K +132 +8%
BHFP
5654
Blom & Howell Financial Planning
California
$814K +$843K +1,683 New
APW
5655
Axim Planning & Wealth
Ohio
$814K -$250K -499 -23%
SBF
5656
Sara-Bay Financial
Florida
$812K -$9.52K -19 -1%
CFG
5657
Clayton Financial Group
Missouri
$811K +$399K +796 +90%
VA
5658
Veratis Advisors
North Carolina
$808K +$1.02M +2,033 New
CAG
5659
Compass Advisory Group
New York
$807K +$98.2K +196 +13%
WWM
5660
Woodside Wealth Management
Massachusetts
$805K – – –
MFN
5661
Midwest Financial Network
Illinois
$804K -$133K -266 -14%
EW
5662
Enzi Wealth
Texas
$804K -$27.1K -54 -3%
TPW
5663
TL Private Wealth
Texas
$801K – – –
KP
5664
Kitching Partners
Pennsylvania
$799K +$74.2K +148 +10%
CWP
5665
Clark Wealth Partners
Illinois
$799K – – –
TIM
5666
Total Investment Management
Arizona
$799K +$25.1K +50 +3%
SF
5667
Strategent Financial
Virginia
$798K +$5.51K +11 +0.7%
E
5668
EntreWealth
Texas
$798K +$156K +312 +19%
LP
5669
LGL Partners
Pennsylvania
$797K +$501 +1 +0.1%
CCM
5670
Cutler Capital Management
Massachusetts
$796K -$26.6K -53 -3%
BWM
5671
Briggs Wealth Management
Connecticut
$795K +$824K +1,644 New
VWM
5672
VanWeelden Wealth Management
Ohio
$795K -$3.51K -7 -0.4%
PWM
5673
Parkshore Wealth Management
California
$795K +$3.51K +7 +0.4%
TA
5674
TKG Advisors
Indiana
$792K +$61.1K +122 +8%
MAS
5675
MPWM Advisory Solutions
Georgia
$791K -$3.01K -6 -0.4%
225 226
227
228 229