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Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
4551
Northstar Financial Companies
Pennsylvania
$565K +$579K +4,204 New
JRFS
4552
James Reed Financial Services
Ohio
$563K +$578K +4,194 New
TT
4553
TI-Trust
Illinois
$563K – – –
UPS
4554
UHLMANN PRICE SECURITIES
Illinois
$561K +$21.4K +155 +4%
AWP
4555
Avid Wealth Partners
Texas
$560K -$300K -2,177 -34%
CFG
4556
Clayton Financial Group
Missouri
$558K +$103K +746 +22%
KV
4557
Kickstand Ventures
New York
$553K -$45.5K -330 -7%
CM
4558
Cornerstone Management
Georgia
$553K +$178K +1,295 +46%
IWA
4559
Integrity Wealth Advisors
California
$552K +$567K +4,113 New
SC
4560
Swan Capital
Florida
$552K +$7.03K +51 +1%
CWA
4561
CJM Wealth Advisers
Virginia
$552K -$252K -1,829 -31%
SFA
4562
Seneca Financial Advisors
New York
$551K +$11.6K +84 +2%
CFO
4563
Custos Family Office
Texas
$549K +$194K +1,407 +52%
SM
4564
Sensible Money
Arizona
$549K -$49.9K -362 -8%
TW
4565
Trajan Wealth
Arizona
$548K +$562K +4,080 New
GPA
4566
Guidance Point Advisors
Massachusetts
$548K – – –
SIA
4567
Spectrum Investment Advisors
Wisconsin
$547K +$76.8K +557 +16%
CCWM
4568
Correct Capital Wealth Management
Missouri
$546K +$9.65K +70 +2%
SA
4569
Sylvest Advisors
Texas
$545K +$559K +4,059 New
PMIA
4570
Patrick Mauro Investment Advisor
Illinois
$544K – – –
MPCA
4571
Madison Park Capital Advisors
Washington
$543K -$26.2K -190 -4%
HNWA
4572
Henrickson Nauta Wealth Advisors
Michigan
$542K +$143K +1,035 +34%
PP
4573
PFS Partners
New Jersey
$542K -$28K -203 -5%
WFPG
4574
Waller Financial Planning Group
Ohio
$540K +$24.4K +177 +5%
FFWA
4575
Forthright Family Wealth Advisory
Texas
$540K -$1.65K -12 -0.3%
181 182
183
184 185