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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2901
Syntegra Private Wealth Group
Missouri
$616K -$213K -517 -24%
CWM
2902
Cherrydale Wealth Management
New Jersey
$616K -$30.1K -73 -4%
LPFG
2903
Landing Point Financial Group
Ohio
$613K +$23.5K +57 +4%
FPH
2904
Financial Planning Hawaii
Hawaii
$613K – – –
PPC
2905
Park Place Capital
Alabama
$612K -$27.6K -67 -4%
SWG
2906
Summit Wealth Group
Vermont
$612K +$42K +102 +7%
MGAM
2907
McGowan Group Asset Management
Texas
$611K -$1.65K -4 -0.2%
GFG
2908
Grantvest Financial Group
New Jersey
$610K +$12.4K +30 +2%
WAM
2909
Worth Asset Management
Texas
$609K -$1.06M -2,578 -61%
EGA
2910
E&G Advisors
Texas
$609K +$283K +688 +72%
NF
2911
Nvest Financial
New Hampshire
$607K +$21.4K +52 +3%
M
2912
MYeCFO
California
$607K -$4.12K -10 -0.6%
PCM
2913
Peirce Capital Management
Texas
$607K +$21K +51 +3%
QWM
2914
Quaker Wealth Management
New Jersey
$606K +$194K +470 +41%
IPA
2915
Investment Planning Advisors
Georgia
$606K -$19.8K -48 -3%
AT
2916
Adelphi Trust
Florida
$606K +$86.9K +211 +15%
CTA
2917
Clear Trail Advisors
Texas
$605K +$10.3K +25 +2%
NLWP
2918
Next Level Wealth Planning
Idaho
$605K +$47K +114 +8%
SCA
2919
Stillwater Capital Advisors
Pennsylvania
$604K -$3.71K -9 -0.6%
TCPG
2920
Trivant Custom Portfolio Group
California
$604K – – –
AWG
2921
Altus Wealth Group
Colorado
$603K +$81.2K +197 +14%
YWM
2922
Yoder Wealth Management
California
$603K +$44.1K +107 +7%
AFTS
2923
American Financial & Tax Strategies
New York
$602K – – –
MWA
2924
Meridian Wealth Advisors
Texas
$601K +$155K +376 +30%
GFG
2925
GR Financial Group
Arizona
$601K +$55.6K +135 +9%
115 116
117
118 119