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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
4176
Continuum Wealth Advisors
New York
$460K +$185K +1,567 +71%
FF
4177
Farrell Financial
New York
$460K +$34.3K +290 +10%
TCM
4178
Tuttle Capital Management
Connecticut
$460K +$393K +3,324 +723%
CF
4179
Crosspoint Financial
California
$456K +$591 +5 +0.1%
VPWA
4180
Vestia Personal Wealth Advisors
Indiana
$453K +$123K +1,042 +39%
ICMM
4181
Integrated Capital Management (Michigan)
Michigan
$452K +$440K +3,724 New
SPI
4182
Santori & Peters Inc
Pennsylvania
$452K +$4.02K +34 +0.9%
ES
4183
ETF Store
Kansas
$451K +$34.3K +290 +8%
CA
4184
Claris Advisors
Missouri
$450K +$14.1K +119 +3%
DP
4185
Divergent Planning
Maryland
$444K +$6.02K +51 +1%
MF
4186
Meridian Financial
Massachusetts
$443K -$18.4K -156 -4%
DIS
4187
Diversified Investment Strategies
Louisiana
$440K – – –
IF
4188
Insight Folios
North Carolina
$439K -$25.3K -214 -6%
FGG
4189
Financial Guidance Group
Florida
$437K – – –
HPFG
4190
Hart & Patterson Financial Group
Massachusetts
$437K +$25.5K +216 +6%
EW
4191
Element Wealth
Mississippi
$435K +$50.2K +425 +13%
ASG
4192
Ariston Services Group
California
$433K +$422K +3,569 New
TCPW
4193
Twin City Private Wealth
North Carolina
$433K +$3.78K +32 +0.9%
SCM
4194
Sollinda Capital Management
Florida
$431K -$19.5K -165 -4%
NEPPG
4195
New England Professional Planning Group
Rhode Island
$431K – – –
AC
4196
AIFG Consultants
New York
$431K -$148K -1,256 -26%
MPIA
4197
Mountain Pacific Investment Advisers
Idaho
$427K +$3.54K +30 +0.9%
FSG
4198
Financial Strategies Group
Michigan
$427K -$111K -937 -23%
SIA
4199
Spectrum Investment Advisors
Wisconsin
$427K +$37.2K +315 +10%
AFP
4200
Alpha Financial Partners
Kentucky
$426K -$436K -3,689 -51%
166 167
168
169 170