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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
5226
Retirement Financial Solutions
Tennessee
$753K +$99.9K +486 +15%
DFG
5227
Dynamic Financial Group
Iowa
$753K +$2.88K +14 +0.4%
SA
5228
Sylvest Advisors
Texas
$752K +$208K +1,011 +37%
CWM
5229
Chronos Wealth Management
Florida
$751K +$23.6K +115 +3%
DAS
5230
DMKC Advisory Services
Iowa
$750K +$2.06K +10 +0.3%
LOIP
5231
Live Oak Investment Partners
Texas
$749K -$35.8K -174 -4%
NECFA
5232
New England Capital Financial Advisors
Connecticut
$747K -$28.4K -138 -4%
CF
5233
Calder Financial
Pennsylvania
$743K -$17.3K -84 -2%
BIA
5234
BHK Investment Advisors
Alabama
$742K +$16.4K +80 +2%
OIS
5235
Okabena Investment Services
Minnesota
$740K – – –
IVP
5236
Intrinsic Value Partners
Arizona
$738K – – –
BFS
5237
Boyer Financial Services
California
$737K +$99.7K +485 +15%
SF
5238
Steffes Financial
Kansas
$735K +$54.9K +267 +8%
KFG
5239
Kelly Financial Group
Connecticut
$733K -$3.29K -16 -0.4%
DWS
5240
Dynamic Wealth Strategies
California
$730K -$89K -433 -11%
GPA
5241
Guidance Point Advisors
Massachusetts
$728K +$82.2K +400 +12%
IWM
5242
IMG Wealth Management
Florida
$728K +$121K +589 +19%
OWM
5243
Orgel Wealth Management
Wisconsin
$726K +$746K +3,630 New
TWP
5244
Tower Wealth Partners
Pennsylvania
$726K +$251K +1,220 +51%
DMBA
5245
Deseret Mutual Benefit Administrators
Utah
$725K -$18.1K -88 -2%
SLG
5246
Sanchez Levi Garrett
$721K +$190K +925 +35%
PWA
5247
Perspective Wealth Advisors
Colorado
$720K +$19.5K +95 +3%
FF
5248
Farnam Financial
Arizona
$720K – – –
VF
5249
Vawter Financial
Ohio
$718K +$14.4K +70 +2%
RWS
5250
RASP Wealth Solutions
Indiana
$717K +$737K +3,586 New
208 209
210
211 212