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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2276
SageGuard Financial Group
Tennessee
$653K +$750K +6,961 New
AFG
2277
Allegheny Financial Group
Pennsylvania
$651K +$3.67K +34 +0.5%
PG
2278
Proffitt & Goodson
Tennessee
$651K +$738K +6,843 +6,843%
PWC
2279
Pathfinder Wealth Consulting
North Carolina
$650K +$747K +6,930 New
TCM
2280
TD Capital Management
Tennessee
$648K -$14K -130 -2%
SFGP
2281
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$648K +$38.7K +359 +5%
PWM
2282
Pines Wealth Management
North Carolina
$645K -$355K -3,289 -32%
DT
2283
DV Trading
Illinois
$645K +$741K +6,876 New
WDG
2284
Wealth Dimensions Group
Ohio
$643K +$8.95K +83 +1%
DMBA
2285
Deseret Mutual Benefit Administrators
Utah
$642K +$150K +1,390 +25%
KCIC
2286
Kuhn & Co Investment Counsel
Illinois
$640K +$30.9K +287 +4%
RMP
2287
Richards, Merrill & Peterson
Washington
$640K +$364K +3,376 +98%
S
2288
Sunpointe
Missouri
$640K +$40.2K +373 +6%
BNA
2289
BankChampaign National Association
Illinois
$640K +$735K +6,822 New
FG
2290
Foster Group
Iowa
$638K -$17.1K -159 -2%
SEP
2291
Signature Equity Partners
Ohio
$637K +$732K +6,789 New
IWN
2292
Independent Wealth Network
Iowa
$636K +$181K +1,678 +33%
SFS
2293
Stiles Financial Services
Minnesota
$635K -$720K -6,675 -50%
BPWM
2294
BCS Private Wealth Management
New Jersey
$635K -$23.2K -215 -3%
TWM
2295
Tripletail Wealth Management
Florida
$635K -$11.9K -110 -2%
KCPT
2296
Kingstone Capital Partners Texas
Texas
$633K -$46.4K -430 -6%
SWA
2297
Serenus Wealth Advisors
California
$633K +$108 +1 +0%
BCM
2298
Boreal Capital Management
Florida
$633K -$687K -6,370 Closed
TWM
2299
Tanager Wealth Management
United Kingdom
$632K +$5.82K +54 +0.8%
FWP
2300
Falcon Wealth Planning
California
$630K -$105K -976 -13%
90 91
92
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