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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
SHP Wealth Management
Massachusetts
$4.99K +$752 +28 +20%
AFC
502
Ares Financial Consulting
California
$4.96K – – –
SFG
503
Strive Financial Group
Indiana
$4.87K – – –
AIC
504
Archer Investment Corporation
Indiana
$4.73K +$27 +1 +0.6%
WFA
505
West Financial Advisors
Iowa
$4.59K +$27 +1 +0.6%
CFM
506
Compass Financial Management
Florida
$4.53K +$3.98K +148 New
RWM
507
Rialto Wealth Management
New York
$4.31K +$914 +34 +30%
CAL
508
Capital Advisors Ltd
Ohio
$4K – – –
CFD
509
Creative Financial Designs
Indiana
$3.87K +$403 +15 +13%
CA
510
Continuum Advisory
Idaho
$3.87K +$3.52K +131 New
MP
511
McDonald Partners
Ohio
$3.84K +$3.49K +130 New
SIS
512
Strategic Investment Solutions
Illinois
$3.78K – – –
RIAS
513
Rachor Investment Advisory Services
Michigan
$3.74K +$27 +1 +0.8%
BIA
514
Bell Investment Advisors
California
$3.72K – – –
VWA
515
Valued Wealth Advisors
Utah
$3.46K – – –
KFAS
516
Keating Financial Advisory Services
Kansas
$3.37K +$1.02K +38 +50%
VWM
517
Vermillion Wealth Management
Minnesota
$3.3K -$645 -24 -18%
MEG
518
Millstone Evans Group
Colorado
$3.28K – – –
KB
519
Kimelman & Baird
New York
$3.25K – – –
NECFA
520
New England Capital Financial Advisors
Connecticut
$3.25K – – –
PGAM
521
Princeton Global Asset Management
New Jersey
$3.19K – – –
TAP
522
Tounjian Advisory Partners
Florida
$3.11K +$2.82K +105 New
FFO
523
Fortitude Family Office
Arizona
$3.04K +$1.32K +49 +91%
CAL
524
Capital Analysts LLC
Pennsylvania
$3K +$27 +1 +1%
CPG
525
Cornerstone Planning Group
New Jersey
$2.98K – – –
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