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Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
4226
Financial Planning Navigators
Minnesota
$2.28M +$291K +1,415 +14%
BI
4227
Bolthouse Investments
California
$2.28M – – –
AAG
4228
Asset Advisory Group
New Jersey
$2.28M -$6.99K -34 -0.3%
HFRG
4229
Houlihan Financial Resource Group
Virginia
$2.28M -$109K -530 -4%
GBA
4230
Garrison Bradford & Associates
New York
$2.28M -$22K -107 -0.9%
B
4231
BetterWealth
California
$2.27M -$11.7K -57 -0.5%
RWA
4232
Roberts Wealth Advisors
California
$2.27M -$257K -1,248 -10%
GIM
4233
Groesbeck Investment Management
New Jersey
$2.27M – – –
RCA
4234
Rose Capital Advisors
Florida
$2.26M +$2.33M +11,311 New
PIC
4235
Portland Investment Counsel
Ontario, Canada
$2.26M – – –
RCM
4236
Ridgepath Capital Management
Tennessee
$2.26M +$1.29M +6,294 +126%
TCOTS
4237
Trust Company of the South
North Carolina
$2.26M -$74K -360 -3%
CI
4238
Corient IA
Florida
$2.26M +$103K +500 +5%
RC
4239
Rahlfs Capital
Texas
$2.26M – – –
MPWS
4240
McCarter Private Wealth Services
Massachusetts
$2.25M +$68.9K +335 +3%
WCM
4241
Weik Capital Management
Pennsylvania
$2.25M -$8.22K -40 -0.4%
CPC
4242
Consolidated Planning Corp
Georgia
$2.25M -$7.4K -36 -0.3%
DKCM
4243
Davidson Kahn Capital Management
California
$2.25M +$691K +3,361 +43%
HP
4244
Haven Private
Florida
$2.25M -$11.3K -55 -0.5%
WCMN
4245
Westchester Capital Management (Nebraska)
Nebraska
$2.25M – – –
QWM
4246
QP Wealth Management
New Jersey
$2.24M -$1.29M -6,271 -36%
FPH
4247
Financial Planning Hawaii
Hawaii
$2.24M -$140K -681 -6%
CPW
4248
Catalyst Private Wealth
California
$2.24M -$71.8K -349 -3%
WCP
4249
Wealthcare Capital Partners
Pennsylvania
$2.24M +$32.3K +157 +1%
SCA
4250
Strathmore Capital Advisors
North Carolina
$2.24M -$49.6K -241 -2%
168 169
170
171 172