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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1651
CFO4Life Group
Texas
$827K +$44.6K +255 +6%
F4L
1652
Fortune 45 LLC
Louisiana
$827K -$39K -223 -5%
GSB
1653
Greenfield Savings Bank
Massachusetts
$826K +$149K +852 +26%
CWG
1654
Crown Wealth Group
North Carolina
$824K -$6.99K -40 -1%
FWI
1655
Facet Wealth Inc
Maryland
$824K -$250K -1,433 -28%
FIC
1656
FCG Investment Company
Tennessee
$824K -$774K -4,427 -52%
PCWA
1657
Pacific Capital Wealth Advisors
California
$824K +$136K +781 +23%
RFN
1658
Redwood Financial Network
Ohio
$824K +$4.02K +23 +0.6%
SCA
1659
STALEY CAPITAL ADVISERS
Pennsylvania
$823K -$11.9K -68 -2%
MFP
1660
Meridian Financial Partners
Virginia
$821K -$5.24K -30 -0.9%
PPG
1661
Peak Planning Group
Colorado
$821K +$22K +126 +3%
RFA
1662
ROI Financial Advisors
Oregon
$819K +$8.39K +48 +1%
NAMM
1663
NorthStar Asset Management (Massachusetts)
Massachusetts
$811K -$71.5K -409 -9%
FSCM
1664
Front Street Capital Management
Montana
$810K – – –
AG
1665
Advocate Group
Minnesota
$807K +$43.7K +250 +7%
KIG
1666
Kowal Investment Group
Wisconsin
$806K -$19.4K -111 -3%
LW
1667
Linscomb Wealth
Texas
$805K +$26.7K +153 +4%
IWM
1668
Integris Wealth Management
California
$804K +$7.34K +42 +1%
TIA
1669
Tiemann Investment Advisors
California
$804K -$106K -608 -13%
IWM
1670
Iams Wealth Management
Nebraska
$802K +$498K +2,851 +238%
RIP
1671
RAM Investment Partners
Washington
$801K -$36.4K -208 -5%
GFS
1672
GYL Financial Synergies
Connecticut
$801K -$17.5K -100 -2%
FFA
1673
Fi3 Financial Advisors
Indiana
$799K +$32.2K +184 +5%
BCM
1674
BluePointe Capital Management
California
$798K -$23.9K -137 -3%
KA
1675
Klingman & Associates
New York
$797K +$50.9K +291 +8%
65 66
67
68 69