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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2501
HBW Advisory Services
California
$9.83M +$2.09M +10,354 +28%
CSC
2502
Caldwell Sutter Capital
California
$9.82M -$79.4K -393 -0.8%
PF
2503
Prosperitas Financial
California
$9.82M -$209K -1,036 -2%
MA
2504
Modus Advisors
Minnesota
$9.79M -$17.4K -86 -0.2%
WLPWM
2505
Walled Lake Planning & Wealth Management
Illinois
$9.79M -$221K -1,093 -2%
WPWM
2506
Western Pacific Wealth Management
Illinois
$9.78M -$2.96M -14,652 -24%
FPW
2507
Fairvoy Private Wealth
Alabama
$9.78M +$485K +2,402 +5%
W
2508
Wealthquest
Ohio
$9.77M +$40K +198 +0.4%
TSS
2509
Thomas Story & Son
Indiana
$9.76M -$14.3K -71 -0.1%
PSF
2510
Pacific Sun Financial
California
$9.76M +$313K +1,550 +3%
VIP
2511
Vista Investment Partners
Oklahoma
$9.75M -$218K -1,080 -2%
TFM
2512
TFC Financial Management
Massachusetts
$9.74M -$21K -104 -0.2%
CWP
2513
Curated Wealth Partners
California
$9.74M +$148K +732 +2%
FC
2514
Financial Council
Maryland
$9.74M -$198K -978 -2%
CA
2515
CGN Advisors
Kansas
$9.73M -$134K -663 -1%
PDL
2516
Portfolio Design Labs
California
$9.72M -$5.9M -29,235 -38%
LFA
2517
Laraway Financial Advisors
Minnesota
$9.71M -$154K -761 -2%
NL
2518
NKCFO LLC
Illinois
$9.71M – – –
BC
2519
Broadwater Capital
Massachusetts
$9.7M -$888K -4,399 -9%
DI
2520
DAGCO Inc
Ohio
$9.7M +$34.1K +169 +0.4%
IPW
2521
Impact Partnership Wealth
Georgia
$9.69M +$389K +1,925 +4%
CWM
2522
Chesapeake Wealth Management
Virginia
$9.69M -$58K -287 -0.6%
RFN
2523
RDA Financial Network
Iowa
$9.68M +$107K +528 +1%
PFA
2524
Pettinga Financial Advisors
Indiana
$9.68M +$7.07K +35 +0.1%
LWP
2525
LeClair Wealth Partners
Ohio
$9.67M -$22K -109 -0.2%
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