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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
5701
Paller Financial Services
Colorado
$285K +$293K +1,425 New
FF
5702
Fairway Financial
Florida
$284K +$411 +2 +0.1%
RF
5703
RetireMitten Financial
Michigan
$284K +$18.5K +90 +7%
SFP
5704
Strategic Financial Partners
Oregon
$283K -$113K -550 -28%
TR
5705
Tepp RIA
New Jersey
$282K +$290K +1,411 New
SG
5706
Sharper & Granite
California
$281K – – –
WPA
5707
Winning Points Advisors
Florida
$280K +$206 +1 +0.1%
HBWM
5708
Hollow Brook Wealth Management
New York
$279K +$286K +1,392 New
CSI
5709
Clark & Stuart Inc
Maine
$278K – – –
SFP
5710
Sherwood Financial Partners
California
$278K – – –
FFA
5711
Fi3 Financial Advisors
Indiana
$278K -$8.82M -42,897 -89%
RSF
5712
Rik Saylor Financial
Ohio
$278K +$285K +1,388 New
SFC
5713
Summit Financial Consulting
Michigan
$277K – – –
WBCM
5714
Wilson & Boucher Capital Management
California
$277K -$11.3K -55 -4%
CFS
5715
CGC Financial Services
Oregon
$277K – – –
MHB
5716
Midwest Heritage Bank
Iowa
$277K +$284K +1,382 New
AFG
5717
Altiora Financial Group
Ohio
$276K +$8.84K +43 +3%
JIG
5718
Junk Investment Group
Maryland
$275K – – –
RWRC
5719
R.W. Roge & Company
New York
$274K – – –
BLWM
5720
Bucket List Wealth Management
Florida
$274K +$281K +1,367 New
CWGL
5721
Cedrus Wealth Group LLC
Minnesota
$274K -$1.77M -8,591 -86%
MWM
5722
Meritas Wealth Management
California
$273K -$29.6K -144 -10%
AC
5723
AlpenGlobal Capital
California
$272K -$8.22K -40 -3%
ACA
5724
Ackerman Capital Advisors
Texas
$270K – – –
TBNY
5725
Trustco Bank (New York)
New York
$270K – – –
227 228
229
230 231