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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3301
National Wealth Management Group
Ohio
$726K +$186K +545 +36%
RAM
3302
Reflection Asset Management
South Carolina
$724K +$703K +2,064 New
LC
3303
Lincoln Capital
Nebraska
$723K -$32.4K -95 -4%
IWS
3304
Insight Wealth Strategies
California
$721K +$62K +182 +10%
DPI
3305
Diversified Portfolios Inc
Michigan
$721K +$35.8K +105 +5%
GC
3306
Garde Capital
Washington
$721K -$164K -482 -19%
AFGAS
3307
Allegiance Financial Group Advisory Services
Virginia
$720K -$159K -468 -19%
XPN
3308
XY Planning Network
Montana
$720K +$224K +658 +47%
CSB
3309
City State Bank
Iowa
$716K -$8.52K -25 -1%
BWA
3310
BlueChip Wealth Advisors
Georgia
$714K -$259K -761 -27%
PNFS
3311
PW Nova Financial Services
Pennsylvania
$714K +$702K +2,060 New
GP
3312
Guardian Partners
Canada
$713K +$20.8K +61 +3%
FL
3313
FreeGulliver LLC
Louisiana
$712K – – –
AZ
3314
Alpha Zero
Florida
$712K -$33K -97 -5%
ABWM
3315
Alpine Bank Wealth Management
Colorado
$712K +$341 +1 +0%
EAM
3316
Evanson Asset Management
California
$712K +$341 +1 +0%
QCIG
3317
Quad-Cities Investment Group
Iowa
$710K -$4.09K -12 -0.6%
SWM
3318
Stronghold Wealth Management
Florida
$709K +$689K +2,022 New
HHRDM
3319
H&H Retirement Design & Management
Nevada
$709K +$341 +1 +0%
XWL
3320
XXI Wealth LLC
Illinois
$708K +$688K +2,020 New
MCM
3321
Monarch Capital Management
Indiana
$708K -$5.11K -15 -0.7%
CG
3322
Clifford Group
Massachusetts
$706K -$14K -41 -2%
IAS
3323
Integrity Advisory Solutions
Texas
$704K -$24.9K -73 -4%
CCA
3324
Carrera Capital Advisors
Michigan
$703K +$124K +364 +22%
SHFP
3325
Second Half Financial Partners
Florida
$702K -$47K -138 -6%
131 132
133
134 135