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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
5226
HTG Investment Advisors
Connecticut
$613K -$52.1K -280 -8%
DWA
5227
Davis Wealth Advisors
New Hampshire
$611K +$610K +3,275 New
EFG
5228
Ehrlich Financial Group
California
$611K -$5.58K -30 -0.9%
FPW
5229
Flywheel Private Wealth
California
$609K – – –
AA
5230
Alpha Advisors
Virginia
$608K +$2.61K +14 +0.4%
IPA
5231
Investment Planning Advisors
Georgia
$608K +$17.5K +94 +3%
RCG
5232
Ridge Creek Global
Ohio
$607K +$606K +3,255 New
CC
5233
Capstone Capital
Nevada
$606K -$373K -2,004 -38%
WIA
5234
Westbourne Investment Advisors
Maryland
$604K -$27.2K -146 -4%
BP
5235
BWM Planning
Texas
$603K +$222K +1,194 +59%
CFP
5236
Cypress Financial Planning
New Jersey
$603K -$135K -726 -18%
AFS
5237
Access Financial Services
Minnesota
$602K +$33.3K +179 +6%
JCIA
5238
Jackson Creek Investment Advisors
Colorado
$602K -$21.2K -114 -3%
FWMP
5239
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$601K -$79.9K -429 -12%
AFP
5240
Arnold Financial Planning
Iowa
$601K +$599K +3,220 New
JWM
5241
JHP Wealth Management
Colorado
$600K +$599K +3,219 New
CA
5242
Corrado Advisors
New Jersey
$598K -$24.9K -134 -4%
FF
5243
Fortitude Financial
Washington
$598K +$596K +3,204 New
HFG
5244
Harborfront Financial Group
Michigan
$597K +$596K +3,202 New
ACM
5245
Argyle Capital Management
Pennsylvania
$597K -$55.8K -300 -9%
BDPWM
5246
Barnes Dennig Private Wealth Management
Ohio
$596K +$91.2K +490 +18%
TF
5247
Tandem Financial
Colorado
$595K +$19.7K +106 +2%
NSG
5248
Nalls Sherbakoff Group
Tennessee
$594K -$199K -1,067 -25%
MC
5249
Marest Capital
California
$594K – – –
DWA
5250
Delta Wealth Advisors
Indiana
$590K +$9.31K +50 +2%
208 209
210
211 212