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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2926
Abound Wealth Management
Tennessee
$5.82M -$533K -2,932 -8%
LF
2927
LifeSteps Financial
California
$5.81M -$358K -1,970 -5%
FSCM
2928
Front Street Capital Management
Montana
$5.79M -$16.7K -92 -0.3%
JWM
2929
JPL Wealth Management
Colorado
$5.79M +$1.64M +9,021 +36%
NRW
2930
Nova R Wealth
Kansas
$5.78M -$32.2K -177 -0.5%
JWM
2931
Janiczek Wealth Management
Colorado
$5.77M -$250K -1,373 -4%
SCP
2932
Shorepoint Capital Partners
Massachusetts
$5.77M -$889K -4,889 -13%
FPGT
2933
Financial Partners Group (Tennessee)
Tennessee
$5.77M -$19.3K -106 -0.3%
EL
2934
Essex LLC
Illinois
$5.76M -$499K -2,742 -8%
CL
2935
COWA LLC
Oklahoma
$5.76M -$201K -1,105 -3%
BA
2936
Bridge Advisory
California
$5.76M -$328K -1,802 -5%
VLC
2937
Van Leeuwen & Company
New Jersey
$5.75M -$2M -10,981 -25%
CSD
2938
Clear Street Derivatives
New York
$5.75M +$6.1M +33,534 New
LFP
2939
Lakeshore Financial Planning
Michigan
$5.74M +$79.6K +438 +1%
SFG
2940
Sather Financial Group
Texas
$5.74M – – –
CCWM
2941
Correct Capital Wealth Management
Missouri
$5.73M +$185K +1,019 +3%
PB
2942
Pinnacle Bancorp
Nebraska
$5.72M -$390K -2,144 -6%
AA
2943
Alesco Advisors
New York
$5.72M +$2.25M +12,378 +59%
AA
2944
Altman Advisors
Illinois
$5.72M +$954K +5,247 +18%
BAM
2945
Byrne Asset Management
New Jersey
$5.71M +$159K +875 +3%
RFA
2946
Register Financial Advisors
Georgia
$5.7M +$436K +2,398 +8%
RI
2947
Redwood Investments
Massachusetts
$5.69M -$413K -2,271 -5%
ECA
2948
Elevated Capital Advisors
Utah
$5.69M +$232K +1,278 +4%
SNBOSCI
2949
Security National Bank of Sioux City Iowa
Iowa
$5.69M +$210K +1,153 +4%
CGH
2950
CMG Global Holdings
Texas
$5.68M +$182 +1 +0%
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118
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