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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2726
Destiny Wealth Partners
Florida
$291K +$272K +1,330 New
RF
2727
Rollins Financial
Georgia
$291K +$272K +1,331 New
SP
2728
SWS Partners
Ohio
$290K +$15.8K +77 +6%
DP
2729
Divergent Planning
Maryland
$290K +$271K +1,325 New
BFG
2730
Barber Financial Group
Kansas
$289K – – –
KA
2731
Klingman & Associates
New York
$289K +$1.84K +9 +0.7%
SGCA
2732
Steel Grove Capital Advisors
Tennessee
$289K +$26.6K +130 +11%
BFS
2733
Bickling Financial Services
Massachusetts
$288K +$270K +1,317 New
IFG
2734
Investors Financial Group
Minnesota
$287K +$8.39K +41 +3%
EWP
2735
Engrave Wealth Partners
Texas
$286K -$16.6K -81 -6%
CMO
2736
Covenant Multifamily Offices
Texas
$286K +$29.5K +144 +12%
PCAP
2737
Pratt Collard Advisory Partners
New York
$283K -$20.5K -100 -7%
PCA
2738
Providence Capital Advisors
North Carolina
$281K +$248K +1,213 +1,733%
CMP
2739
Courage Miller Partners
Virginia
$280K – – –
EW
2740
Element Wealth
Mississippi
$280K +$3.27K +16 +1%
LWIC
2741
Leith Wheeler Investment Counsel
British Columbia, Canada
$280K +$206K +1,007 New
FM
2742
Foster & Motley
Ohio
$278K -$19.6K -96 -7%
JGC
2743
J. Goldman & Co
New York
$278K +$260K +1,271 New
SPP
2744
Single Point Partners
Massachusetts
$276K +$2.87K +14 +1%
TFA
2745
Tranquilli Financial Advisor
New Jersey
$275K +$257K +1,255 New
FCMC
2746
Founders Capital Management (Connecticut)
Connecticut
$274K – – –
ABTD
2747
Arvest Bank Trust Division
Oklahoma
$273K +$2.46K +12 +1%
CC
2748
Caxton Corporation
New Jersey
$272K +$255K +1,244 New
SFG
2749
Sunburst Financial Group
Alabama
$271K -$194K -947 -43%
TWM
2750
Titus Wealth Management
California
$271K -$36.4K -178 -13%
108 109
110
111 112