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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
4751
Strid Group
Pennsylvania
$700K +$105K +605 +19%
BWA
4752
Boulder Wealth Advisors
Colorado
$699K +$653K +3,746 New
LAMNM
4753
Longview Asset Management (New Mexico)
New Mexico
$698K -$15.2K -87 -2%
CIEP
4754
Constellation Investimentos e Participacoes
Brazil
$698K +$3.49K +20 +0.5%
CF
4755
Crosspoint Financial
California
$697K +$10.5K +60 +2%
SA
4756
Sincerus Advisory
New York
$694K -$11.9K -68 -2%
NEPPG
4757
New England Professional Planning Group
Rhode Island
$694K -$52.5K -301 -7%
NF
4758
NavPoint Financial
Minnesota
$694K -$303K -1,736 -32%
DFG
4759
Dynamic Financial Group
Iowa
$693K -$16.7K -96 -3%
MBFW
4760
Morton Brown Family Wealth
Pennsylvania
$691K -$39.2K -225 -6%
QL
4761
Quarry LP
New York
$691K -$437K -2,508 -40%
EF
4762
Exeter Financial
Arizona
$690K -$41K -235 -6%
BIA
4763
Barry Investment Advisors
Massachusetts
$689K +$89.9K +516 +16%
MCM
4764
McRae Capital Management
New Jersey
$687K +$13.9K +80 +2%
CCM
4765
Condor Capital Management
New Jersey
$684K +$126K +724 +25%
HFS
4766
Horizon Financial Services
North Carolina
$683K +$53.7K +308 +9%
RFA
4767
Reyes Financial Architecture
California
$682K -$170K -976 -21%
MPCL
4768
My Personal CFO LLC
Washington
$682K -$2.14M -12,303 -77%
FWMP
4769
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$682K – – –
MFC
4770
Morris Financial Concepts
South Carolina
$682K -$6.45K -37 -1%
FCG
4771
Financial Connections Group
California
$680K -$152K -874 -19%
FIG
4772
FSA Investment Group
Florida
$680K +$386K +2,213 +156%
CB
4773
Chris Bulman
California
$679K -$1.29M -7,374 -67%
AC
4774
AXQ Capital
New Jersey
$677K -$1.8M -10,302 -74%
TVM
4775
True Vision MN
Minnesota
$677K -$1.39K -8 -0.2%
189 190
191
192 193