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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1951
Retirement Planning Group (Kansas)
Kansas
$2.37M +$93.7K +125 +6%
EFG
1952
Elevated Financial Group
Indiana
$2.37M +$202K +270 +15%
SN
1953
Sittner & Nelson
Oregon
$2.37M -$276K -368 -15%
PAP
1954
Persistent Asset Partners
Hong Kong
$2.37M -$10.9M -14,497 -88%
RWI
1955
Red Wave Investments
Pennsylvania
$2.37M -$289K -386 -16%
MHC
1956
May Hill Capital
Massachusetts
$2.37M +$478K +638 +45%
EC
1957
Estate Counselors
Wisconsin
$2.36M -$2.29M -3,055 -60%
UWPG
1958
Ullmann Wealth Partners Group
Florida
$2.36M +$139K +185 +10%
UBG
1959
United Bank (Georgia)
Georgia
$2.35M +$94.5K +126 +7%
QWM
1960
Quadcap Wealth Management
Texas
$2.35M -$319K -425 -17%
ISWM
1961
Independent Solutions Wealth Management
New York
$2.35M -$66K -88 -4%
YWS
1962
Yarger Wealth Strategies
Ohio
$2.35M +$365K +487 +25%
PAA
1963
Peregrine Asset Advisers
Oregon
$2.35M -$419K -559 -22%
SC
1964
Saturna Capital
Washington
$2.35M +$474K +632 +36%
BWM
1965
Bernard Wealth Management
Michigan
$2.35M +$1.04M +1,381 +212%
CCC
1966
Compass Capital Corp
Massachusetts
$2.35M +$1.54M +2,054 +343%
CWWM
1967
Clear Wave Wealth Management
New Jersey
$2.35M +$384K +512 +34%
BHB
1968
Bank Hapoalim BM
Israel
$2.34M +$532K +710 +54%
BFWM
1969
Bright Futures Wealth Management
New York
$2.34M -$305K -407 -17%
BCP
1970
Berkeley Capital Partners
Georgia
$2.34M -$217K -290 -13%
AWM
1971
Apex Wealth Management
New Hampshire
$2.33M -$357K -476 -19%
CCM
1972
Crew Capital Management
Ohio
$2.33M -$2.14M -2,852 -59%
LIA
1973
LBMC Investment Advisors
Tennessee
$2.32M -$927K -1,236 -38%
MFG
1974
Magnus Financial Group
New York
$2.32M -$64.5K -86 -4%
LFS
1975
Legacy Financial Strategies
Kansas
$2.32M +$156K +208 +12%
77 78
79
80 81