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Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1501
TS Financial Group (TSFG)
Illinois
$22K – – –
CPG
1502
Cornerstone Planning Group
New Jersey
$21.5K -$11.6K -61 -35%
FC
1503
Financial Consulate
Maryland
$20.8K +$4.92K +26 +27%
EWP
1504
Elevation Wealth Partners
California
$20.1K -$22.2K -117 -49%
HCM
1505
Hollencrest Capital Management
California
$20.1K – – –
MSG
1506
Main Street Group
Virginia
$20.1K – – –
TCM
1507
Triumph Capital Management
Colorado
$19.6K +$947 +5 +4%
HIA
1508
HFM Investment Advisors
New Jersey
$19.3K +$568 +3 +3%
MTC
1509
Matrix Trust Company
Colorado
$19K -$568 -3 -3%
DJSG
1510
D.J. St. Germain
Massachusetts
$19K -$68.9K -364 -76%
GP
1511
Guardian Partners
Canada
$18.8K +$21.2K +112 New
KFP
1512
Kerr Financial Planning
California
$18.7K – – –
BTC
1513
Bank & Trust Company
Illinois
$18.6K – – –
SHIM
1514
Stone House Investment Management
Pennsylvania
$18.6K – – –
Q1WB
1515
Quest 10 Wealth Builders
Virginia
$18.3K -$7.57K -40 -27%
T
1516
Tidemark
California
$18.1K -$3.22K -17 -14%
AIC
1517
Archer Investment Corporation
Indiana
$17.7K – – –
FFC
1518
First Financial Corp
Indiana
$17.6K – – –
HWA
1519
Heritage Wealth Advisors
Virginia
$17.4K – – –
JFG
1520
JDM Financial Group
Texas
$17.4K – – –
SEP
1521
Signature Equity Partners
Ohio
$17K +$379 +2 +2%
WPA
1522
West Paces Advisors
Georgia
$16.9K +$19.1K +101 New
HWP
1523
Highline Wealth Partners
California
$16.9K +$4.73K +25 +33%
W
1524
WealthCollab
Washington
$16.8K -$3.41K -18 -15%
BL
1525
BFSG LLC
California
$16.8K – – –
59 60
61
62 63