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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3326
WMG Financial Advisors
Tennessee
$3.49M -$396K -2,162 -10%
RWMG
3327
Redwood Wealth Management Group
New Jersey
$3.49M -$19.1K -104 -0.5%
ML
3328
Mayport LLC
Massachusetts
$3.49M -$5.32K -29 -0.1%
IWP
3329
Invenio Wealth Partners
Florida
$3.49M +$184K +1,003 +5%
EPA
3330
Element Pointe Advisors
Florida
$3.49M -$203K -1,108 -5%
BAG
3331
Bridgewealth Advisory Group
California
$3.48M +$11.7K +64 +0.3%
CAM
3332
CPA Asset Management
Florida
$3.48M +$79.8K +435 +2%
BMM
3333
Berkshire Money Management
Massachusetts
$3.47M -$180K -983 -5%
AWM
3334
Aspire Wealth Management
Massachusetts
$3.47M -$66.4K -362 -2%
TCOK
3335
Trust Company of Kansas
Kansas
$3.46M +$32.6K +178 +0.9%
PFM
3336
Phillips Financial Management
Indiana
$3.45M +$2.01M +10,962 +119%
GJIA
3337
Glass Jacobson Investment Advisors
Maryland
$3.45M +$84.9K +463 +2%
RGF
3338
Retirement Guys Formula
Ohio
$3.44M +$1.16M +6,308 +46%
GPTE
3339
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.44M – – –
MCI
3340
MRP Capital Investments
Georgia
$3.44M +$3.97M +21,633 +105%
AWM
3341
Austin Wealth Management
Texas
$3.43M +$3.31M +18,043 New
APC
3342
Aspire Private Capital
North Carolina
$3.43M +$23.5K +128 +0.6%
SAMC
3343
Spectrum Asset Management (California)
California
$3.42M -$30.4K -166 -0.8%
VFM
3344
Viking Fund Management
North Dakota
$3.42M – – –
TA
3345
Trivest Advisors
Hong Kong
$3.42M +$3.67M +20,000 New
JWWM
3346
Johnson & White Wealth Management
Pennsylvania
$3.42M +$3.67M +19,991 New
RWM
3347
Ruedi Wealth Management
Illinois
$3.42M +$1.28K +7 +0%
RC
3348
Reik & Co
New York
$3.41M -$654K -3,565 -15%
BCM
3349
Birmingham Capital Management
Alabama
$3.41M +$304K +1,658 +9%
FNBSF
3350
First National Bank Sioux Falls
South Dakota
$3.41M – – –
132 133
134
135 136