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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2276
Symphony Financial Services
Ohio
$714K -$58.4K -663 -8%
FWP
2277
Falcon Wealth Planning
California
$714K +$61.5K +698 +10%
IA
2278
IFC Advisors
California
$714K -$53.9K -612 -8%
GIA
2279
GHP Investment Advisors
Colorado
$712K +$309K +3,504 +90%
NCM
2280
New Capital Management
Texas
$710K – – –
WSFG
2281
Wall Street Financial Group
Illinois
$706K -$179K -2,034 -22%
EWS
2282
Evergreen Wealth Solutions
Pennsylvania
$706K +$314K +3,566 +94%
OFG
2283
Omega Financial Group
California
$706K – – –
WF
2284
Wayfinding Financial
Washington
$705K -$3.08K -35 -0.5%
MWP
2285
Momentum Wealth Planning
Florida
$705K – – –
BWM
2286
BCS Wealth Management
Tennessee
$704K -$645K -7,317 -50%
LA
2287
Latitude Advisors
Florida
$703K +$617 +7 +0.1%
SMA
2288
Seven Mile Advisory
New Jersey
$703K -$170K -1,924 -21%
KHC
2289
Koesten Hirschmann & Crabtree
Kansas
$702K +$18.5K +210 +3%
KCP
2290
Kera Capital Partners
California
$701K +$126K +1,432 +24%
SFGP
2291
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$701K +$33.4K +379 +5%
6F
2292
626 Financial
Michigan
$701K -$584K -6,633 -48%
APW
2293
Aurora Private Wealth
New Jersey
$700K – – –
GPFA
2294
Game Plan Financial Advisors
Ohio
$699K +$143K +1,625 +29%
FOA
2295
Five Oceans Advisors
California
$698K -$2.56K -29 -0.4%
BOM
2296
Bank of Marin
California
$697K +$197K +2,238 +45%
NFP
2297
Narus Financial Partners
Utah
$692K +$307K +3,481 +94%
FWM
2298
Focused Wealth Management
New York
$692K +$1.94K +22 +0.3%
AAI
2299
American Assets Inc
California
$691K +$132K +1,500 New
CFA
2300
Collaborative Fund Advisors
Nevada
$691K +$634K +7,191 New
90 91
92
93 94