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Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
4251
Standard Family Office
South Dakota
$185K – – –
IA
4252
IFS Advisors
Kansas
$184K +$14.8K +46 +8%
FCMT
4253
Founders Capital Management (Texas)
Texas
$181K – – –
TGY2IT
4254
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$180K +$192K +597 New
WAG
4255
Wiser Advisor Group
Arizona
$180K +$1.93K +6 +1%
BC
4256
Barrett & Company
Rhode Island
$180K -$322 -1 -0.2%
VC
4257
Vestor Capital
Illinois
$180K +$142K +442 +285%
WPA
4258
Wealth Preservation Advisors
Tennessee
$179K +$6.75K +21 +4%
PS
4259
Pinney & Scofield
Massachusetts
$178K – – –
IWS
4260
Intentional Wealth Strategies
Colorado
$177K +$188K +584 New
FCG
4261
Financial Connections Group
California
$174K +$17.7K +55 +11%
PF
4262
PlanVest Financial
Maryland
$174K +$185K +574 New
SR
4263
Swiss Re
Switzerland
$171K – – –
BHWM
4264
Bay Harbor Wealth Management
Maryland
$171K +$7.07K +22 +4%
TWM
4265
Tripletail Wealth Management
Florida
$170K +$19.3K +60 +12%
OAJ
4266
Ogorek Anthony Joseph
New York
$168K -$11.9K -37 -6%
MCRM
4267
Midway Capital Research & Management
Illinois
$168K +$178K +555 New
EIP
4268
Essential Investment Partners
Colorado
$167K – – –
BGAI
4269
Bruce G. Allen Investments
Colorado
$164K -$27.7K -86 -14%
BC
4270
Bayforest Capital
United Kingdom
$164K +$173K +539 +10,780%
HNW
4271
High Note Wealth
Minnesota
$163K +$13.5K +42 +8%
IWM
4272
IMG Wealth Management
Florida
$162K -$80.1K -249 -32%
BW
4273
Basepoint Wealth
Iowa
$158K +$643 +2 +0.4%
EPW
4274
Evergreen Private Wealth
Colorado
$157K +$1.61K +5 +1%
HWP
4275
Highline Wealth Partners
California
$154K +$54.7K +170 +50%
169 170
171
172 173