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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
3351
Harbor Group
New Hampshire
$1.28M +$118K +920 +10%
OWM
3352
Orgel Wealth Management
Wisconsin
$1.28M -$90.5K -705 -6%
WCM
3353
Wealthcare Capital Management
Virginia
$1.28M +$95.2K +742 +8%
ACP
3354
Arcus Capital Partners
Georgia
$1.28M -$282K -2,196 -17%
RC
3355
Rovin Capital
Arizona
$1.28M +$2.05K +16 +0.2%
SMC
3356
S. Muoio & Co
New York
$1.27M -$12.8K -100 -0.9%
KL
3357
KWMG LLC
Kansas
$1.27M +$15K +117 +1%
UWPG
3358
Ullmann Wealth Partners Group
Florida
$1.27M +$139K +1,081 +12%
FA
3359
FC Advisory
Pennsylvania
$1.26M +$1.16K +9 +0.1%
RFP
3360
Roth Financial Partners
Texas
$1.26M – – –
AWM
3361
Adams Wealth Management
Utah
$1.26M -$6.67K -52 -0.5%
IC
3362
Iconiq Capital
California
$1.25M -$45.1K -351 -3%
GG
3363
GenWealth Group
New Jersey
$1.25M -$214K -1,667 -14%
JHP
3364
James Hambro & Partners
United Kingdom
$1.25M -$117K -912 -8%
SFA
3365
Stewardship Financial Advisors
Georgia
$1.25M -$48.5K -378 -4%
TWA
3366
Tillar-Wenstrup Advisors
Ohio
$1.25M +$20.4K +159 +2%
JMF
3367
Johnson Midwest Financial
Iowa
$1.23M +$4.49K +35 +0.3%
EPP
3368
ETF Portfolio Partners
Kansas
$1.23M – – –
HFP
3369
Holistic Financial Partners
Indiana
$1.23M -$230K -1,791 -15%
SPWG
3370
Sage Private Wealth Group
Illinois
$1.23M +$39.8K +310 +3%
GCP
3371
Gill Capital Partners
Colorado
$1.22M +$152K +1,188 +13%
FA
3372
Fortis Advisors
Pennsylvania
$1.22M -$85.7K -668 -6%
GA
3373
Greytown Advisors
Florida
$1.22M -$253K -1,972 -17%
WI
3374
Wedgewood Investors
Pennsylvania
$1.21M +$209K +1,632 +20%
WCM
3375
Wallace Capital Management
Texas
$1.21M +$19.3K +150 +2%
133 134
135
136 137