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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2076
DecisionMap Wealth Management
Virginia
$764K +$105K +316 +12%
LWM
2077
Lakeridge Wealth Management
Ohio
$762K -$139K -416 -12%
FA
2078
Financial Alternatives
California
$761K +$2.67K +8 +0.3%
SF
2079
Safeguard Financial
Wisconsin
$761K +$1K +3 +0.1%
GAMC
2080
Garner Asset Management Corp
Texas
$760K -$65.7K -197 -6%
RA
2081
Rise Advisors
New York
$759K +$111K +332 +13%
SIC
2082
Sterling Investment Counsel
New York
$759K +$215K +646 +28%
CCA
2083
Clearwater Capital Advisors
Illinois
$759K -$337K -1,010 -26%
FFL
2084
Future Fund LLC
Illinois
$758K +$697K +2,091 +251%
BFG
2085
Bouchey Financial Group
New York
$757K -$45.7K -137 -4%
FFS
2086
Fortress Financial Solutions
Arizona
$756K -$2.33K -7 -0.2%
AIM
2087
Acropolis Investment Management
Missouri
$755K +$33.7K +101 +4%
PFP
2088
Paragon Financial Partners
California
$754K +$199K +597 +26%
ABWM
2089
Alpine Bank Wealth Management
Colorado
$754K +$970K +2,910 New
MAG
2090
Mayfair Advisory Group
Alabama
$753K -$93.6K -281 -9%
MW
2091
Maia Wealth
Colorado
$753K -$182K -546 -15%
WDL
2092
Well Done LLC
Michigan
$752K -$12K -36 -2%
TCOT
2093
Trust Company of Toledo
Ohio
$752K -$53.3K -160 -5%
BWP
2094
BSW Wealth Partners
Colorado
$752K -$252K -757 -21%
TCWM
2095
Total Clarity Wealth Management
Illinois
$752K – – –
AC
2096
Avant Capital
Louisiana
$749K -$991K -2,973 -51%
SFS
2097
Stiles Financial Services
Minnesota
$749K – – –
FFG
2098
Fortress Financial Group
Minnesota
$749K – – –
SFC
2099
SYM Financial Corp
Indiana
$749K -$53.7K -161 -5%
VBFG
2100
Vishria Bird Financial Group
Tennessee
$749K +$34.3K +103 +4%
82 83
84
85 86