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Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
2101
Retirement Guys Formula
Ohio
$250K -$9.38K -378 -3%
CFS
2102
CRA Financial Services
New Jersey
$249K +$9.83K +396 +3%
DJYG
2103
David J. Yvars Group
Florida
$248K -$4K -161 -1%
CI
2104
Cherokee Insurance
Michigan
$248K – – –
WG
2105
Warner Group
Connecticut
$248K +$297K +11,981 New
SWM
2106
Sculati Wealth Management
Michigan
$246K – – –
AI
2107
Accredited Investors
Minnesota
$246K – – –
LFIA
2108
Legacy Financial Independent Advisors
Kentucky
$246K -$25.1K -1,013 -8%
NF
2109
Nikulski Financial
Iowa
$245K +$33K +1,330 +13%
RA
2110
Riversedge Advisors
Delaware
$245K -$86.1K -3,470 -23%
MSFP
2111
Mark Sheptoff Financial Planning
Connecticut
$244K -$9.93K -400 -3%
LPT
2112
Legacy Private Trust
Wisconsin
$244K +$5.56K +224 +2%
RWI
2113
Red Wave Investments
Pennsylvania
$244K +$645 +26 +0.2%
WAM
2114
Worth Asset Management
Texas
$244K -$40.7K -1,640 -12%
CFFP
2115
Center for Financial Planning
Michigan
$243K -$546 -22 -0.2%
SCM
2116
Steele Capital Management
Iowa
$243K -$25.9K -1,043 -8%
MW
2117
Marble Wealth
Alabama
$242K -$2.38K -96 -0.8%
ISWM
2118
Independent Solutions Wealth Management
New York
$242K +$21.5K +865 +8%
CBT
2119
CoreFirst Bank & Trust
Kansas
$242K – – –
BPWM
2120
Badgley Phelps Wealth Managers
Washington
$242K -$33.8K -1,363 -10%
PWM
2121
Palumbo Wealth Management
New York
$241K -$31.8K -1,281 -10%
FFC
2122
Frederick Financial Consultants
Maryland
$241K -$19.8K -798 -6%
HDIM
2123
Hanson & Doremus Investment Management
Vermont
$241K -$32.5K -1,308 -10%
BOPW
2124
Brandywine Oak Private Wealth
Pennsylvania
$241K +$32.3K +1,302 +13%
HWA
2125
HHM Wealth Advisors
Tennessee
$240K -$2.68K -108 -0.9%
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85
86 87