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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
5226
Boyer Financial Services
California
$576K -$182K -990 -23%
RFS
5227
Retirement Financial Solutions
Tennessee
$572K +$22.2K +121 +4%
APW
5228
Axim Planning & Wealth
Ohio
$572K -$111K -607 -16%
UWM
5229
USAdvisors Wealth Management
Minnesota
$570K +$64.6K +352 +11%
BP
5230
BWM Planning
Texas
$570K +$6.24K +34 +1%
SPA
5231
Sentinel Pension Advisors
Massachusetts
$570K +$48.6K +265 +9%
FPW
5232
Flywheel Private Wealth
California
$569K – – –
BDPWM
5233
Barnes Dennig Private Wealth Management
Ohio
$568K +$11.6K +63 +2%
RCG
5234
Ridge Creek Global
Ohio
$568K – – –
FGAM
5235
Financial Gravity Asset Management
Texas
$567K +$173K +941 +41%
WIA
5236
Westbourne Investment Advisors
Maryland
$566K +$1.83K +10 +0.3%
CWA
5237
Continuum Wealth Advisors
New York
$566K -$33.6K -183 -5%
SWM
5238
Schwallier Wealth Management
Michigan
$566K -$5.14K -28 -0.9%
GPA
5239
Guidance Point Advisors
Massachusetts
$565K -$14.5K -79 -2%
ACM
5240
Appalachian Capital Management
Ohio
$562K -$91.7K -500 -13%
FWMP
5241
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$562K – – –
PWA
5242
Peterson Wealth Advisors
Utah
$562K -$58.9K -321 -9%
AP
5243
Aspect Partners
Virginia
$562K -$224K -1,223 -28%
AFP
5244
Arnold Financial Planning
Iowa
$562K – – –
JCIA
5245
Jackson Creek Investment Advisors
Colorado
$561K -$1.65K -9 -0.3%
PSB
5246
Piscataqua Savings Bank
New Hampshire
$560K -$18.3K -100 -3%
CFG
5247
CMC Financial Group
Georgia
$556K +$383K +2,090 +190%
MC
5248
Marest Capital
California
$556K +$917 +5 +0.2%
ADMI
5249
Albert D. Mason Inc
Massachusetts
$556K -$25.1K -137 -4%
CFM
5250
Cornerstone Financial Management
Massachusetts
$554K +$63.1K +344 +12%
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