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Name Holding Trade Value Shares
Change 		Change in
Stake
API
2326
Asset Planning Inc
California
$728K -$7.23K -24 -1%
MFGM
2327
Marshall Financial Group (Maryland)
Maryland
$728K +$39.5K +131 +6%
KGP
2328
Keystone Global Partners
Colorado
$728K – – –
SSW
2329
Stone Summit Wealth
Florida
$726K -$18.1K -60 -3%
BFO
2330
Biltmore Family Office
North Carolina
$724K +$603 +2 +0.1%
GL
2331
Gerber LLC
Ohio
$724K +$88.6K +294 +15%
FA
2332
Fermata Advisors
California
$724K -$56.3K -187 -8%
MWM
2333
Maripau Wealth Management
Indiana
$723K +$77.1K +256 +13%
LCGC
2334
Legacy Capital Group California
California
$722K -$227K -752 -25%
BWM
2335
Brown Wealth Management
Illinois
$720K +$321K +1,067 +89%
RC
2336
Rahlfs Capital
Texas
$720K – – –
SFC
2337
Swisher Financial Concepts
Ohio
$720K +$32.8K +109 +5%
LWM
2338
Lodestone Wealth Management
Washington
$717K +$82.2K +273 +14%
CWMG
2339
Compass Wealth Management (Georgia)
Georgia
$715K +$678K +2,251 New
PFA
2340
Professional Financial Advisors
Nebraska
$715K +$28.3K +94 +4%
VPI
2341
Value Partners Investments
Manitoba, Canada
$714K – – –
GPW
2342
Gentry Private Wealth
Kansas
$713K +$16.6K +55 +3%
BAWC
2343
Boyce & Associates Wealth Consulting
Texas
$713K +$313K +1,040 +86%
FDS
2344
First Dallas Securities
Texas
$712K +$301K +1,000 +81%
IWP
2345
Insight Wealth Partners
Texas
$711K +$53.6K +178 +9%
MIM
2346
MTM Investment Management
South Carolina
$711K +$675K +2,239 New
LGG
2347
Luts & Greenleigh Group
Maryland
$711K -$6.93K -23 -1%
NWA
2348
New World Advisors
Massachusetts
$711K +$429K +1,423 +175%
LF
2349
Lighthouse Financial
Florida
$709K -$190K -629 -22%
PMA
2350
Prudent Man Advisors
Illinois
$709K +$166K +552 +33%
92 93
94
95 96