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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3351
Summit Wealth Partners
Florida
$3.12M +$54.7K +371 +2%
TFA
3352
Tobias Financial Advisors
Florida
$3.12M +$217K +1,472 +8%
CSWG
3353
Cardinal Strategic Wealth Guidance
Kentucky
$3.12M -$321K -2,173 -10%
MA
3354
Mosaic Advisors
Texas
$3.11M -$24.6K -167 -0.9%
GSAM
3355
Grant Street Asset Management
Pennsylvania
$3.11M -$33.2K -225 -1%
HFRG
3356
Houlihan Financial Resource Group
Virginia
$3.11M +$42.8K +290 +2%
FH
3357
FWG Holdings
Florida
$3.11M -$150K -1,016 -5%
MGAM
3358
McGowan Group Asset Management
Texas
$3.1M -$295K -2,001 -10%
CA
3359
Crumly & Associates
Illinois
$3.1M +$90.4K +613 +3%
RWRC
3360
R.W. Roge & Company
New York
$3.1M – – –
FC
3361
FCA Corp
Texas
$3.1M +$1.68M +11,391 +154%
EP
3362
EPIQ Partners
Minnesota
$3.1M +$67.1K +455 +2%
OPPS
3363
Obsidian Personal Planning Solutions
Maryland
$3.1M -$170K -1,150 -6%
VWMG
3364
Virginia Wealth Management Group
Virginia
$3.09M +$79.2K +537 +3%
PG
3365
Proffitt & Goodson
Tennessee
$3.09M -$111K -754 -4%
FWM
3366
FMB Wealth Management
California
$3.09M -$281K -1,903 -9%
FCM
3367
Family Capital Management
Michigan
$3.08M +$3.1K +21 +0.1%
AWM
3368
AllSquare Wealth Management
New York
$3.08M +$54.9K +372 +2%
CWM
3369
Cahill Wealth Management
Michigan
$3.08M +$148 +1 +0%
BCM
3370
Brainard Capital Management
Texas
$3.08M +$3.84K +26 +0.1%
ASBI
3371
American State Bank (Iowa)
Iowa
$3.07M -$36K -244 -1%
WAOI
3372
Wealth Advisors of Iowa
Iowa
$3.06M -$21.1K -143 -0.8%
SGWM
3373
Sterling Group Wealth Management
California
$3.06M -$32.6K -221 -1%
LKIM
3374
Lawson Kroeker Investment Management
Nebraska
$3.06M +$2.26M +15,330 +479%
SWRP
3375
Summit Wealth & Retirement Planning
California
$3.05M -$239K -1,617 -8%
133 134
135
136 137