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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
5976
Fortune Financial Group
Florida
$451K +$441K +881 New
IWC
5977
Infinity Wealth Counsel
Ohio
$449K -$12.5K -25 -3%
CFGSD
5978
Compass Financial Group (South Dakota)
South Dakota
$449K +$69.7K +139 +18%
MWM
5979
Maltin Wealth Management
New Jersey
$445K +$10.5K +21 +2%
BFS
5980
Beacon Financial Strategies
North Carolina
$444K -$10.5K -21 -2%
KWM
5981
KRM Wealth Management
Nevada
$443K +$460K +917 New
DSCM
5982
Del-Sette Capital Management
New York
$443K – – –
SPA
5983
Shore Point Advisors
New Jersey
$443K +$15K +30 +3%
FAC
5984
Financial Advisory Corporation
Michigan
$443K – – –
LG
5985
LAM Group
Oregon
$441K – – –
FG
5986
Fairman Group
Pennsylvania
$441K -$360K -719 -44%
SCS
5987
Southern Capital Services
Alabama
$439K +$455K +907 New
KCM
5988
Key Capital Management
Tennessee
$438K +$455K +907 New
TDWM
5989
Topel & Distasi Wealth Management
California
$438K – – –
VF
5990
Vawter Financial
Ohio
$436K -$29.1K -58 -6%
ECM
5991
EMC Capital Management
Texas
$436K – – –
KFG
5992
Kropog Financial Group
Louisiana
$436K -$45.6K -91 -9%
PWP
5993
PrairieView Wealth Partners
Illinois
$436K -$16.5K -33 -4%
ICMP
5994
Integrated Capital Management (Pennsylvania)
Pennsylvania
$435K – – –
GCM
5995
Graver Capital Management
Ohio
$434K +$501 +1 +0.1%
MA
5996
McGrath & Associates
North Carolina
$434K +$4.01K +8 +0.9%
AC
5997
AIFG Consultants
New York
$428K -$6.01K -12 -1%
GWA
5998
Gutierrez Wealth Advisory
Arkansas
$425K -$80.2K -160 -15%
SIMC
5999
Squire Investment Management Company
Utah
$425K +$29.6K +59 +7%
DF
6000
Downshift Financial
Colorado
$425K +$542K +1,082 New
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240
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