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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3326
Bouchey Financial Group
New York
$702K -$26.6K -78 -4%
UWPG
3327
Ullmann Wealth Partners Group
Florida
$702K +$66.8K +196 +11%
GSIS
3328
Global Strategic Investment Solutions
Arizona
$702K – – –
APG
3329
Abacus Planning Group
South Carolina
$701K +$7.5K +22 +1%
JFG
3330
Juno Financial Group
Virginia
$700K +$680K +1,996 New
VFPW
3331
Vantage Financial Partners (Wisconsin)
Wisconsin
$700K +$1.36K +4 +0.2%
FWP
3332
Forefront Wealth Partners
Texas
$699K +$7.84K +23 +1%
CBT
3333
CoreFirst Bank & Trust
Kansas
$698K – – –
BMM
3334
Berkshire Money Management
Massachusetts
$698K +$678K +1,989 New
PHWM
3335
Pine Harbor Wealth Management
Maryland
$697K +$341 +1 +0.1%
LMFP
3336
Larry Mathis Financial Planning
Arizona
$697K +$677K +1,986 New
NCG
3337
Newport Capital Group
New Jersey
$696K +$2.38K +7 +0.4%
GWM
3338
Greenwich Wealth Management
Connecticut
$696K +$187K +548 +38%
ELM
3339
Elite Life Management
Florida
$695K +$233K +685 +49%
PA
3340
Persium Advisors
Georgia
$695K +$44.6K +131 +7%
WPWM
3341
Western Pacific Wealth Management
Illinois
$694K – – –
AR
3342
Apeiron RIA
Texas
$693K +$37.5K +110 +6%
MAC
3343
Mason & Associates (California)
California
$693K +$74.6K +219 +12%
LW
3344
Livet Wealth
Utah
$692K +$673K +1,974 New
TPBG
3345
Turning Point Benefit Group
Maryland
$692K -$2.04K -6 -0.3%
CFP
3346
Cypress Financial Planning
New Jersey
$690K +$670K +1,966 New
FCM
3347
FJ Capital Management
Virginia
$689K -$566K -1,660 -46%
RIP
3348
RAM Investment Partners
Washington
$688K -$241K -708 -27%
SWGC
3349
Summit Wealth Group (Colorado)
Colorado
$686K -$4.3M -12,634 -87%
WAM
3350
Winslow Asset Management
Ohio
$686K – – –
132 133
134
135 136