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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
4001
Seamount Financial Group
Colorado
$650K -$776K -6,572 -55%
KFS
4002
Kelly Financial Services
Massachusetts
$649K -$118 -1 -0%
MLRA
4003
Main Line Retirement Advisors
Montana
$649K +$95.7K +810 +18%
CWM
4004
Cranbrook Wealth Management
Michigan
$647K +$23.6K +200 +4%
TFA
4005
TPG Financial Advisors
Oregon
$647K -$44.8K -379 -7%
PSCM
4006
Per Stirling Capital Management
Texas
$646K +$50.9K +431 +9%
BTC
4007
Bank & Trust Company
Illinois
$645K +$8.03K +68 +1%
EL
4008
EQ LLC
Washington
$644K +$390K +3,300 +165%
TFG
4009
Taylor Financial Group
Virginia
$642K +$625K +5,289 New
AA
4010
AF Advisors
California
$641K +$4.72K +40 +0.8%
ATWA
4011
Arbor Trust Wealth Advisors
Michigan
$640K – – –
DCM
4012
Davis Capital Management
Florida
$640K – – –
GGA
4013
Granite Group Advisors
Connecticut
$639K -$10.6K -90 -2%
FPTW
4014
Franklin, Parlapiano, Turner & Welch
Texas
$638K +$196K +1,660 +46%
AFG
4015
Altiora Financial Group
Ohio
$636K -$354 -3 -0.1%
CIC
4016
Cutler Investment Counsel
Oregon
$636K +$103K +869 +20%
NHFG
4017
New Harbor Financial Group
Massachusetts
$636K +$47.2K +400 +8%
BC
4018
Bridgefront Capital
Texas
$634K -$312K -2,638 -34%
TC
4019
Trust Company
Kansas
$633K -$255K -2,155 -29%
MWP
4020
Meredith Wealth Planning
Illinois
$633K -$8.39K -71 -1%
GWM
4021
GoalFusion Wealth Management
Texas
$633K -$44.3K -375 -7%
RIM
4022
Rockbridge Investment Management
New York
$632K +$33.5K +284 +6%
WC
4023
Weil Company
California
$631K +$91.9K +778 +18%
CWM
4024
Cedar Wealth Management
California
$630K -$1.11M -9,390 -64%
BTIM
4025
BancFirst Trust & Investment Management
Oklahoma
$628K -$79K -669 -11%
159 160
161
162 163