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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
4751
New England Professional Planning Group
Rhode Island
$694K -$52.5K -301 -7%
NF
4752
NavPoint Financial
Minnesota
$694K -$303K -1,736 -32%
DFG
4753
Dynamic Financial Group
Iowa
$693K -$16.7K -96 -3%
MBFW
4754
Morton Brown Family Wealth
Pennsylvania
$691K -$39.2K -225 -6%
QL
4755
Quarry LP
New York
$691K -$437K -2,508 -40%
EF
4756
Exeter Financial
Arizona
$690K -$41K -235 -6%
BIA
4757
Barry Investment Advisors
Massachusetts
$689K +$89.9K +516 +16%
MCM
4758
McRae Capital Management
New Jersey
$687K +$13.9K +80 +2%
CCM
4759
Condor Capital Management
New Jersey
$684K +$126K +724 +25%
HFS
4760
Horizon Financial Services
North Carolina
$683K +$53.7K +308 +9%
RFA
4761
Reyes Financial Architecture
California
$682K -$170K -976 -21%
MPCL
4762
My Personal CFO LLC
Washington
$682K -$2.14M -12,303 -77%
FWMP
4763
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$682K – – –
MFC
4764
Morris Financial Concepts
South Carolina
$682K -$6.45K -37 -1%
FCG
4765
Financial Connections Group
California
$680K -$152K -874 -19%
FIG
4766
FSA Investment Group
Florida
$680K +$386K +2,213 +156%
CB
4767
Chris Bulman
California
$679K -$1.29M -7,374 -67%
AC
4768
AXQ Capital
New Jersey
$677K -$1.8M -10,302 -74%
TVM
4769
True Vision MN
Minnesota
$677K -$1.39K -8 -0.2%
CWA
4770
CJM Wealth Advisers
Virginia
$677K -$219K -1,254 -26%
DAL
4771
Delta Accumulation LLC
California
$673K – – –
LWMNY
4772
Landmark Wealth Management (New York)
New York
$671K -$31.6K -181 -5%
RWP
4773
Ridgeline Wealth Planning
Ohio
$670K +$62.2K +357 +11%
APW
4774
Axim Planning & Wealth
Ohio
$669K +$303K +1,739 +94%
CWA
4775
Continuum Wealth Advisors
New York
$668K +$72.7K +417 +13%
189 190
191
192 193