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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
3376
REAP Financial Group
Texas
$124K +$88 +1 +0.1%
FA
3377
Financial Avengers
California
$124K +$10.1K +115 +10%
GK
3378
Graney & King
New York
$121K – – –
ECA
3379
Elevated Capital Advisors
Utah
$121K +$47.4K +538 +75%
FCMT
3380
Founders Capital Management (Texas)
Texas
$120K – – –
CCMW
3381
Cypress Capital Management (Wyoming)
Wyoming
$119K – – –
CJ
3382
Caitlin John
Michigan
$119K -$43.4K -492 -28%
SA
3383
Strategic Advocates
Utah
$118K -$2.63M -29,880 -96%
EWP
3384
Elevation Wealth Partners
California
$118K -$9.16K -104 -8%
HPWM
3385
High Point Wealth Management
New Jersey
$113K -$13.2K -150 -11%
ACM
3386
Anfield Capital Management
California
$113K +$71.4K +810 +219%
TWM
3387
TopTier Wealth Management
Wisconsin
$113K +$104K +1,177 New
PWA
3388
Provenance Wealth Advisors
Florida
$112K – – –
EIP
3389
Essential Investment Partners
Colorado
$112K – – –
PF
3390
PlanVest Financial
Maryland
$108K +$98.8K +1,121 New
FFG
3391
Forum Finance Group
$106K +$119K +1,350 New
SWM
3392
Shelton Wealth Management
Texas
$106K +$96.7K +1,098 New
NEWAS
3393
N.E.W. Advisory Services
Wisconsin
$105K +$3.08K +35 +3%
FPF
3394
First Pacific Financial
Washington
$105K +$18.4K +209 +24%
TWD
3395
True Wealth Design
Ohio
$105K +$46.3K +526 +93%
MNA
3396
Manning & Napier Advisors
New York
$105K +$26.2K +297 +36%
JGCM
3397
Joseph Group Capital Management
Ohio
$103K +$62.1K +705 +195%
PWM
3398
Peterson Wealth Management
Nevada
$102K +$93.6K +1,062 New
IAS
3399
IMA Advisory Services
Colorado
$101K – – –
RCM
3400
Richardson Capital Management
Wisconsin
$101K +$88.1K +1,000 +2,000%
134 135
136
137 138