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Name Holding Trade Value Shares
Change 		Change in
Stake
CGF
4251
Constant Guidance Financial
Massachusetts
$2.17M +$1.88M +9,121 +524%
KWA
4252
Kellett Wealth Advisors
Ohio
$2.17M +$221K +1,077 +11%
CCC
4253
Chesapeake Capital Corp
Florida
$2.17M +$1.01M +4,914 +83%
MAG
4254
MRA Advisory Group
New Jersey
$2.16M -$2.87M -13,971 -56%
SWM
4255
SFG Wealth Management
Maryland
$2.16M -$96.8K -471 -4%
MWP
4256
Momentum Wealth Planning
Florida
$2.16M -$82K -399 -4%
CBT
4257
Crews Bank & Trust
Florida
$2.15M +$28.8K +140 +1%
EFP
4258
Elser Financial Planning
Indiana
$2.15M -$44.2K -215 -2%
FIS
4259
Fischer Investment Strategies
California
$2.15M +$478K +2,327 +28%
HIG
4260
Heritage Investment Group
Florida
$2.15M +$14.6K +71 +0.7%
CSIA
4261
Conrad Siegel Investment Advisors
Pennsylvania
$2.14M +$348K +1,692 +19%
SFB
4262
STAR Financial Bank
Indiana
$2.14M +$626K +3,043 +40%
BAMG
4263
Brand Asset Management Group
Missouri
$2.14M +$76.3K +371 +4%
FFA
4264
Frazier Financial Advisors
Ohio
$2.14M -$48.7K -237 -2%
AIFAIM
4265
American Institute for Advanced Investment Management
Arizona
$2.13M -$211K -1,028 -9%
CIM
4266
Capital Investment Management
Missouri
$2.13M -$126K -614 -5%
UFA
4267
Uptown Financial Advisors
Texas
$2.13M +$4.11K +20 +0.2%
TW
4268
ticino wealth
California
$2.13M +$109K +528 +5%
HIGP
4269
Hill Investment Group Partners
Missouri
$2.13M -$617 -3 -0%
SCA
4270
St. Clair Advisors
Ohio
$2.13M – – –
CPC
4271
CFC Planning Company
Indiana
$2.12M +$311K +1,514 +17%
EWP
4272
E-Wealth Partners
Minnesota
$2.12M -$925K -4,498 -30%
B
4273
Birchbrook
Maine
$2.12M -$86.8K -422 -4%
MADR
4274
Milestones Administradora de Recursos
Brazil
$2.12M +$2.18M +10,599 New
PSCM
4275
Per Stirling Capital Management
Texas
$2.12M +$67.8K +330 +3%
169 170
171
172 173