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Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
5051
Gray Private Wealth
Massachusetts
$759K +$63.1K +344 +9%
LFP
5052
Lakeshore Financial Planning
Michigan
$757K -$248K -1,350 -24%
RIA
5053
Richwood Investment Advisors
Ohio
$756K +$101K +550 +15%
CWR
5054
Chico Wealth RIA
California
$754K +$33.6K +183 +4%
PP
5055
PFS Partners
New Jersey
$754K +$59.4K +324 +8%
SF
5056
Seros Financial
Arizona
$753K -$1.48M -8,078 -65%
FB
5057
Finward Bancorp
Indiana
$751K -$413K -2,250 -34%
LI
5058
Louisbourg Investments
New Brunswick, Canada
$751K – – –
KFG
5059
Kropog Financial Group
Louisiana
$750K -$16.3K -89 -2%
SIM
5060
Spark Investment Management
New York
$750K -$477K -2,600 -38%
KOMWMG
5061
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$748K +$60.9K +332 +8%
WPW
5062
Winthrop Partners - WNY
New York
$747K +$4.59K +25 +0.6%
MWM
5063
Mittelman Wealth Management
Massachusetts
$747K +$785K +4,281 New
CPW
5064
Crestmont Private Wealth
Texas
$746K +$1.47K +8 +0.2%
DPI
5065
Diversified Portfolios Inc
Michigan
$745K -$12.7K -69 -2%
DWM
5066
Dopkins Wealth Management
New York
$745K +$559K +3,045 +249%
CWM
5067
Collaborative Wealth Management
Florida
$744K -$1.09M -5,948 -58%
IPA
5068
Investment Planning Advisors
Georgia
$741K +$181K +987 +30%
IPS
5069
Investors Portfolio Services
Washington
$740K -$5.5K -30 -0.8%
FSG
5070
Financial Strategies Group
Michigan
$738K -$3.85K -21 -0.6%
BWG
5071
Berry Wealth Group
Texas
$736K – – –
SPI
5072
Santori & Peters Inc
Pennsylvania
$736K +$85.1K +464 +12%
MCM
5073
McRae Capital Management
New Jersey
$735K – – –
TCM
5074
Teza Capital Management
Illinois
$734K -$197K -1,073 -20%
OFP
5075
OFC Financial Planning
New Jersey
$734K – – –
201 202
203
204 205