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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
3001
JNBA Financial Advisors
Minnesota
$7.51M -$166K -745 -2%
SM
3002
Sensible Money
Arizona
$7.51M +$3.46M +15,474 +92%
SNBOSCI
3003
Security National Bank of Sioux City Iowa
Iowa
$7.49M +$115K +517 +2%
BAM
3004
Byrne Asset Management
New Jersey
$7.49M -$225K -1,006 -3%
GF
3005
Gries Financial
Ohio
$7.49M +$1.19M +5,343 +20%
FAG
3006
Fortitude Advisory Group
Washington
$7.48M -$298K -1,334 -4%
FSG
3007
Financial Strategies Group
Michigan
$7.47M -$2.49M -11,152 -26%
MS
3008
Madden Securities
Texas
$7.46M +$122K +546 +2%
FPGT
3009
Financial Partners Group (Tennessee)
Tennessee
$7.46M +$3.8K +17 +0.1%
SSW
3010
Smith Shellnut Wilson
Mississippi
$7.46M – – –
ACA
3011
Anchor Capital Advisors
Massachusetts
$7.45M +$24.3K +109 +0.3%
CAS
3012
Coppell Advisory Solutions
Texas
$7.44M -$25M -112,078 -77%
KTM
3013
Keeler Thomas Management
Utah
$7.43M -$65.2K -292 -0.9%
TSWM
3014
Triangle Securities Wealth Management
North Carolina
$7.43M -$146K -655 -2%
BWA
3015
Beam Wealth Advisors
Louisiana
$7.43M +$60.7K +272 +0.9%
SFS
3016
Symphony Financial Services
Ohio
$7.43M +$258K +1,156 +4%
HIM
3017
Hillsdale Investment Management
Ontario, Canada
$7.42M +$2.1M +9,400 +42%
PRS
3018
Pinkerton Retirement Specialists
Idaho
$7.42M +$422K +1,891 +6%
NLP
3019
Next Level Private
New York
$7.42M -$3.57K -16 -0.1%
PA
3020
Prossimo Advisors
California
$7.42M +$7.11M +31,838 New
EA
3021
Ergawealth Advisors
Illinois
$7.42M -$5.81K -26 -0.1%
RSA
3022
River Street Advisors
Illinois
$7.38M +$3.35K +15 +0%
RA
3023
RiverPark Advisors
New York
$7.38M +$529K +2,368 +8%
EWM
3024
Echo Wealth Management
Minnesota
$7.38M +$663K +2,968 +10%
PBF
3025
Petix & Botte Financial
California
$7.38M +$51.1K +229 +0.7%
119 120
121
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