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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2876
PrairieView Partners
Minnesota
$79K +$16.7K +400 +30%
CFS
2877
Compass Financial Services
Iowa
$78.6K +$38K +914 +112%
SC
2878
Swan Capital
Florida
$78.2K -$999 -24 -1%
VWA
2879
Valued Wealth Advisors
Utah
$77.7K +$4.45K +107 +7%
SC
2880
Stephens Consulting
Michigan
$76.9K +$13.5K +324 +24%
MSFP
2881
Mark Sheptoff Financial Planning
Connecticut
$76.1K – – –
BFP
2882
Briaud Financial Planning
Texas
$76K – – –
SCB
2883
Saudi Central Bank
Saudi Arabia
$75.1K +$68.9K +1,656 New
TIM
2884
Thompson Investment Management
Wisconsin
$71.8K – – –
GFPC
2885
Global Financial Private Client
Florida
$71.1K +$7.83K +188 +14%
RFG
2886
REAP Financial Group
Texas
$70.3K +$23.1K +554 +56%
PW
2887
Pandora Wealth
Illinois
$69.2K +$63.5K +1,525 New
MWM
2888
MorganRosel Wealth Management
Colorado
$65.6K +$60.2K +1,447 New
LIA
2889
Luken Investment Analytics
Tennessee
$64.1K – – –
BAM
2890
Bellevue Asset Management
Washington
$62.3K -$12.3K -295 -18%
PS
2891
Pinney & Scofield
Massachusetts
$59K – – –
IA
2892
IFS Advisors
Kansas
$58.5K +$7.29K +175 +16%
WAG
2893
Wiser Advisor Group
Arizona
$57.7K -$148K -3,565 -74%
WPA
2894
West Paces Advisors
Georgia
$56.9K +$2.83K +68 +6%
RWS
2895
Retirement Wealth Solutions
Wisconsin
$56.4K +$416 +10 +0.8%
SIM
2896
Synergy Investment Management
Florida
$53.8K -$25.6K -614 -34%
PWA
2897
Principia Wealth Advisory
Texas
$53.4K +$2.17K +52 +4%
MSWA
2898
Marshall & Sterling Wealth Advisors
New York
$52.6K +$5.58K +134 +13%
OBWP
2899
O'Brien Wealth Partners
Massachusetts
$51.7K +$47.5K +1,141 New
SHIM
2900
Stone House Investment Management
Pennsylvania
$50.1K +$45.9K +1,103 New
114 115
116
117 118