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Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
3076
Peak Retirement Planning
Ohio
$615K +$121K +273 +25%
APW
3077
Axim Planning & Wealth
Ohio
$615K +$443 +1 +0.1%
MWM
3078
MGB Wealth Management
Texas
$614K -$44.3K -100 -7%
TF
3079
Tompkins Financial
New York
$614K – – –
GPFA
3080
Game Plan Financial Advisors
Ohio
$613K +$19.9K +45 +3%
AFC
3081
Ares Financial Consulting
California
$613K +$604K +1,363 New
ACA
3082
American Capital Advisory
Idaho
$612K +$22.2K +50 +4%
SWAG
3083
Spectrum Wealth Advisory Group
California
$612K +$126K +285 +26%
EFG
3084
Elevated Financial Group
Indiana
$611K +$602K +1,358 New
4WM
3085
44 Wealth Management
Oregon
$610K +$9.31K +21 +2%
AAMG
3086
AMG Asset Management Group
Georgia
$610K +$602K +1,357 New
MWM
3087
Mosley Wealth Management
California
$608K +$614K +1,386 New
SIC
3088
SFE Investment Counsel
California
$608K -$23.1K -52 -4%
KFS
3089
Kelly Financial Services
Massachusetts
$607K +$1.33K +3 +0.2%
SIA
3090
SGL Investment Advisors
Montana
$605K -$492K -1,111 -42%
AIFS
3091
A&I Financial Services
Colorado
$605K -$50.5K -114 -8%
TA
3092
TruWealth Advisors
Louisiana
$604K -$6.21K -14 -1%
HPBT
3093
Hickory Point Bank & Trust
Illinois
$604K – – –
PCM
3094
Payne Capital Management
New York
$604K -$136K -306 -19%
VDC
3095
Van Diest Capital
Iowa
$603K +$595K +1,342 New
CCMG
3096
Connecticut Capital Management Group
Connecticut
$603K +$594K +1,341 New
S
3097
Steadtrust
Texas
$601K +$1.77K +4 +0.3%
DA
3098
Dash Acquisitions
California
$600K +$104K +235 +19%
WFA
3099
West Financial Advisors
Iowa
$599K – – –
SC
3100
Stephens Consulting
Michigan
$599K +$7.54K +17 +1%
122 123
124
125 126