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Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
3301
Financial Gravity Asset Management
Texas
$5.88M +$6.14M +26,492 New
PA
3302
Parkside Advisors
California
$5.88M -$921K -3,976 -13%
AWC
3303
Adamsbrown Wealth Consultants
Kansas
$5.87M -$242K -1,046 -4%
CCP
3304
Clarity Capital Partners
California
$5.87M +$3.48K +15 +0.1%
PMA
3305
Prudent Man Advisors
Illinois
$5.86M +$255K +1,101 +4%
MCM
3306
Mendel Capital Management
Arkansas
$5.86M +$246K +1,061 +4%
FA
3307
Financial Advisors
Massachusetts
$5.84M -$10.7K -46 -0.2%
CP
3308
Capital Planning
Washington
$5.84M -$238K -1,027 -4%
WSA
3309
Warm Springs Advisors
California
$5.83M -$1.73M -7,464 -22%
FAFN
3310
First Affirmative Financial Network
Colorado
$5.83M -$232K -1,002 -4%
AWM
3311
Act Wealth Management
Texas
$5.82M -$354K -1,527 -6%
PFA
3312
Pinnacle Family Advisors
Missouri
$5.81M -$1.16K -5 -0%
SWP
3313
ShoreHaven Wealth Partners
New Jersey
$5.81M -$118K -508 -2%
CCB
3314
Cutter & Co Brokerage
Missouri
$5.8M -$1.43M -6,157 -19%
PP
3315
PrairieView Partners
Minnesota
$5.8M +$162K +698 +3%
LGW
3316
Leslie Global Wealth
Illinois
$5.79M +$63.9K +276 +1%
RI
3317
Redwood Investments
Massachusetts
$5.78M -$267K -1,154 -4%
RHP
3318
Royal Harbor Partners
Texas
$5.78M -$282K -1,218 -4%
PCM
3319
Park Capital Management
Wisconsin
$5.77M +$214K +924 +4%
EFP
3320
Elser Financial Planning
Indiana
$5.76M +$232K +1,001 +4%
FAG
3321
Fortitude Advisory Group
Washington
$5.75M -$37.8K -163 -0.5%
HCWM
3322
Hidden Cove Wealth Management
Washington
$5.75M +$5.1K +22 +0.1%
PPH
3323
Pure Portfolios Holdings
Oregon
$5.75M -$554K -2,391 -8%
AFA
3324
Allium Financial Advisors
Oregon
$5.75M +$5.99M +25,874 New
WIM
3325
Warwick Investment Management
Texas
$5.73M +$576K +2,486 +11%
131 132
133
134 135