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Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
4951
Hapanowicz & Associates Financial Services
Pennsylvania
$354K +$3.65K +29 +1%
FWM
4952
ForthRight Wealth Management
Georgia
$354K – – –
TWP
4953
Total Wealth Planning
Ohio
$352K -$20.5K -163 -7%
FIA
4954
FPC Investment Advisory
California
$351K +$23.2K +184 +10%
FW
4955
Fairway Wealth
Ohio
$351K -$50.3K -400 -15%
SFP
4956
Strategic Financial Partners
Oregon
$351K – – –
EC
4957
EntryPoint Capital
New York
$349K -$10.7K -85 -4%
MA
4958
MSA Advisors
California
$348K – – –
TWP
4959
Tower Wealth Partners
Pennsylvania
$347K +$8.56K +68 +3%
NPI
4960
New Perspectives Inc
Mississippi
$346K – – –
RIG
4961
Ramiah Investment Group
Wisconsin
$345K +$274K +2,181 New
HBCM
4962
Heron Bay Capital Management
Michigan
$344K +$22.9K +182 +9%
T
4963
Tableaux
Massachusetts
$344K +$16.4K +130 +6%
FF
4964
Friedenthal Financial
New Jersey
$343K +$17.6K +140 +7%
BFS
4965
Baskin Financial Services
Ontario, Canada
$340K -$34.2K -272 -11%
SC
4966
Stolper & Co
Oklahoma
$340K +$271K +2,150 New
MPM
4967
MBB Public Markets
Illinois
$340K -$63.7K -506 -19%
WCM
4968
WealthTrak Capital Management
Virginia
$340K +$57.4K +456 +27%
AI
4969
AdvisorShares Investments
Maryland
$339K -$560K -4,451 -67%
GWA
4970
Geometric Wealth Advisors
District of Columbia
$338K +$270K +2,142 New
PWP
4971
PrairieView Wealth Partners
Illinois
$337K – – –
EWM
4972
Echo Wealth Management
Minnesota
$336K -$58.3K -463 -18%
AFA
4973
Avant Financial Advisors
Texas
$336K -$75.5K -600 -22%
ODFS
4974
O'Donnell Financial Services
California
$336K -$4.78K -38 -2%
CCM
4975
Check Capital Management
California
$335K – – –
197 198
199
200 201