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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3226
Apollon Financial
South Carolina
$774K +$28.6K +89 +4%
UWP
3227
Uniting Wealth Partners
Kansas
$774K -$116K -360 -14%
FI
3228
Financial Insights
Washington
$774K -$43.3K -135 -6%
FC
3229
Financial Consulate
Maryland
$772K -$8.67K -27 -1%
AAG
3230
Armstrong Advisory Group
Massachusetts
$767K -$4.17K -13 -0.6%
AWM
3231
Act Wealth Management
Texas
$767K – – –
BPFA
3232
Barnes Pettey Financial Advisors
Mississippi
$767K +$25.4K +79 +4%
CWM
3233
CCG Wealth Management
California
$766K +$36.6K +114 +5%
PFG
3234
PAX Financial Group
Texas
$765K +$68.4K +213 +11%
DBRC
3235
D.B. Root & Company
Pennsylvania
$765K +$14.4K +45 +2%
PF
3236
Prota Financial
Texas
$764K +$22.2K +69 +3%
YLHM
3237
Yelin Lapidot Holdings Management
Israel
$762K -$1.28K -4 -0.2%
TWM
3238
Trevian Wealth Management
Massachusetts
$761K +$9.95K +31 +1%
GFWA
3239
Grey Fox Wealth Advisors
Delaware
$760K +$492K +1,531 +224%
OPWM
3240
Oregon Pacific Wealth Management
Oregon
$760K -$14.4K -45 -2%
NJIM
3241
Nabity-Jensen Investment Management
Nebraska
$756K -$1.6K -5 -0.2%
VC
3242
Veery Capital
Delaware
$756K – – –
PCMNC
3243
Piedmont Capital Management (North Carolina)
North Carolina
$755K +$70K +218 +11%
XPN
3244
XY Planning Network
Montana
$753K +$2.89K +9 +0.4%
MPIA
3245
Mountain Pacific Investment Advisers
Idaho
$752K -$32.1K -100 -4%
EFMH
3246
E Fund Management (HK)
Hong Kong
$751K +$643K +2,003 +1,071%
TWPM
3247
Total Wealth Planning & Management
Florida
$751K -$1.6K -5 -0.2%
RW
3248
RVW Wealth
California
$751K – – –
AZ
3249
Alpha Zero
Florida
$750K +$36.9K +115 +6%
TFM
3250
TFC Financial Management
Massachusetts
$749K +$86.4K +269 +14%
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