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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
3201
Abacus Planning Group
South Carolina
$709K -$7.32K -21 -1%
HZ
3202
Hixon Zuercher
Ohio
$707K – – –
CFG
3203
Copley Financial Group
California
$706K -$127K -363 -15%
VFPW
3204
Vantage Financial Partners (Wisconsin)
Wisconsin
$706K +$1.05K +3 +0.2%
PHWM
3205
Pine Harbor Wealth Management
Maryland
$705K – – –
CP
3206
Clarendon Private
Massachusetts
$704K -$87.8K -252 -11%
ML
3207
Mayport LLC
Massachusetts
$703K +$8.02K +23 +1%
WA
3208
Westfuller Advisors
New York
$703K -$46K -132 -6%
WPWM
3209
Western Pacific Wealth Management
Illinois
$702K +$349 +1 +0.1%
W
3210
Wealthquest
Ohio
$702K +$29.6K +85 +4%
EMB
3211
Elefante Mark B
$701K -$3.49K -10 -0.5%
ME
3212
McIlrath & Eck
Washington
$701K +$31.4K +90 +5%
MFWP
3213
Mosaic Family Wealth Partners
Missouri
$701K -$55.4K -159 -7%
BFS
3214
BridgePort Financial Solutions
Iowa
$701K +$2.09K +6 +0.3%
AR
3215
Apeiron RIA
Texas
$701K -$55.4K -159 -7%
SHFP
3216
Second Half Financial Partners
Florida
$700K -$29.3K -84 -4%
FWP
3217
Falcon Wealth Planning
California
$699K +$121K +347 +21%
GFG
3218
Goldstone Financial Group
Illinois
$698K +$170K +487 +33%
RTC
3219
Real Talk Capital
Tennessee
$696K +$12.9K +37 +2%
WA
3220
Whipplewood Advisors
Colorado
$695K -$12.2K -35 -2%
CAU
3221
Caxton Associates (UK)
$694K +$53K +152 +8%
TCM
3222
Tuttle Capital Management
Connecticut
$693K +$87.8K +252 +15%
SCM
3223
Sollinda Capital Management
Florida
$692K +$98.3K +282 +17%
SC
3224
Soundwatch Capital
Connecticut
$692K +$19.6M +56,258 New
BAM
3225
Bosun Asset Management
Illinois
$692K -$42.5K -122 -6%
127 128
129
130 131