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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
3251
Rede Wealth
Virginia
$766K +$188K +552 +34%
TFA
3252
Tranquilli Financial Advisor
New Jersey
$765K -$14.3K -42 -2%
GPW
3253
Gentry Private Wealth
Kansas
$764K +$196K +576 +36%
TVAMP
3254
Tennessee Valley Asset Management Partners
Tennessee
$763K +$3.07K +9 +0.4%
SHFG
3255
S Harris Financial Group
Texas
$763K +$742K +2,177 New
TCM
3256
Tuttle Capital Management
Connecticut
$763K +$75.6K +222 +11%
KCP
3257
Kera Capital Partners
California
$758K +$29.6K +87 +4%
OCM
3258
Osbon Capital Management
Massachusetts
$758K +$736K +2,161 New
FCM
3259
Fieldview Capital Management
Michigan
$758K +$736K +2,161 New
HPWM
3260
High Point Wealth Management
New Jersey
$755K +$734K +2,154 New
NJIM
3261
Nabity-Jensen Investment Management
Nebraska
$755K +$8.86K +26 +1%
CFD
3262
Creative Financial Designs
Indiana
$754K -$120K -351 -14%
PCS
3263
Private Client Services
Kentucky
$753K +$1.36K +4 +0.2%
RFA
3264
Register Financial Advisors
Georgia
$753K +$341 +1 +0%
CCM
3265
Charter Capital Management
Wisconsin
$753K -$25.6K -75 -3%
MCM
3266
Maple Capital Management
Vermont
$752K +$137K +401 +23%
E
3267
EntreWealth
Texas
$752K +$13.3K +39 +2%
CA
3268
Cannon Advisors
North Carolina
$751K +$13.6K +40 +2%
PB
3269
Prosperity Bancshares
Texas
$751K +$729K +2,141 New
W
3270
Wealthquest
Ohio
$751K +$729K +2,140 New
EC
3271
EdgeRock Capital
Colorado
$750K +$14.7K +43 +2%
EIG
3272
Ellenbecker Investment Group
Wisconsin
$750K +$87.9K +258 +14%
EWS
3273
Evergreen Wealth Solutions
Pennsylvania
$749K +$342K +1,004 +89%
EGWAG
3274
Elwood & Goetz Wealth Advisory Group
Georgia
$747K +$32.4K +95 +5%
IPW
3275
Intergy Private Wealth
Colorado
$747K +$18.7K +55 +3%
129 130
131
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