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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
876
KPP Advisory Services
Kentucky
$257K -$266K -4,942 -49%
FGA
877
Fortis Group Advisors
New Jersey
$257K – – –
SFG
878
Synergy Financial Group
California
$256K +$13.2K +246 +5%
LWM
879
LongView Wealth Management
Georgia
$253K – – –
BAM
880
Belpointe Asset Management
Nevada
$252K -$6.36K -118 -2%
LC
881
LCNB Corp
Ohio
$251K +$1.89K +35 +0.7%
WA
882
WBH Advisory
Maryland
$251K +$1.13K +21 +0.4%
RWFS
883
Rayburn West Financial Services
Tennessee
$250K +$269K +5,000 New
GWSG
884
GPS Wealth Strategies Group
Colorado
$246K -$690K -12,815 -72%
BFG
885
Berger Financial Group
Minnesota
$245K -$10.5K -195 -4%
SC
886
Scotia Capital
Ontario, Canada
$245K -$216K -4,007 -45%
AIM
887
Acropolis Investment Management
Missouri
$242K -$91.9K -1,706 -26%
JFG
888
Jefferies Financial Group
New York
$241K +$259K +4,816 New
PAS
889
Parsonex Advisory Services
Colorado
$240K -$3.82K -71 -1%
IWN
890
Independent Wealth Network
Iowa
$240K +$13.4K +249 +5%
LFP
891
Lakeshore Financial Planning
Michigan
$240K – – –
SPC
892
Sigma Planning Corp
Michigan
$240K -$145K -2,691 -36%
GCM
893
Generation Capital Management
New York
$239K – – –
N
894
Numerai
California
$238K -$124K -2,300 -33%
AWE
895
Avidian Wealth Enterprises
Texas
$238K -$19.7K -366 -7%
MWP
896
Madison Wealth Partners
Wisconsin
$238K +$377 +7 +0.1%
QWM
897
Quadcap Wealth Management
Texas
$238K -$916 -17 -0.4%
IP
898
Indivisible Partners
Florida
$236K +$254K +4,711 New
EFS
899
Essex Financial Services
Connecticut
$233K +$251K +4,656 New
PPWP
900
Premier Path Wealth Partners
New Jersey
$232K -$36.3K -674 -13%
34 35
36
37 38