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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3601
Motive Wealth Advisors
Michigan
$1.62M +$870K +5,543 +90%
ACA
3602
Aspire Capital Advisors
Washington
$1.62M -$21.8K -139 -1%
LFA
3603
Level Financial Advisors
New York
$1.62M -$215K -1,372 -10%
MRWM
3604
ML&R Wealth Management
Texas
$1.62M +$66.4K +423 +4%
HKIMG
3605
Hutchens & Kramer Investment Management Group
Indiana
$1.62M +$7.38K +47 +0.4%
HKAM
3606
Horizon Kinetics Asset Management
New York
$1.61M -$76.7K -489 -4%
CIA
3607
Compass Ion Advisors
Pennsylvania
$1.61M +$129K +821 +8%
EE
3608
EWG Elevate
California
$1.61M +$28.4K +181 +2%
LA
3609
Lakeside Advisors
Washington
$1.61M -$62.8K -400 -3%
AAIM
3610
Asset Advisors Investment Management
Georgia
$1.61M +$7.85K +50 +0.4%
MWC
3611
MBM Wealth Consultants
Missouri
$1.61M +$29.4K +187 +2%
DWM
3612
Defined Wealth Management
Oregon
$1.61M +$785 +5 +0%
BFA
3613
Buttonwood Financial Advisors
Maryland
$1.6M -$135K -863 -7%
HP
3614
HT Partners
Connecticut
$1.59M -$98.4K -627 -5%
HSWM
3615
Hubbell Strickland Wealth Management
Louisiana
$1.59M +$45.5K +290 +3%
CBN
3616
Cadence Bank NA
Texas
$1.59M -$12.4M -79,121 -87%
SG
3617
Strid Group
Pennsylvania
$1.59M -$202K -1,285 -10%
PBC
3618
Pavion Blue Capital
California
$1.58M +$43.9K +280 +3%
WWP
3619
WR Wealth Planners
Missouri
$1.58M +$40.5K +258 +2%
NQWM
3620
Northwest Quadrant Wealth Management
Oregon
$1.58M -$102K -648 -5%
FPF
3621
First Pacific Financial
Washington
$1.58M +$216K +1,378 +14%
SIA
3622
Sage Investment Advisers
New York
$1.58M +$2.04K +13 +0.1%
FPIS
3623
Financial Planning & Information Services
Wisconsin
$1.57M +$41.6K +265 +2%
AIA
3624
Acute Investment Advisory
Arizona
$1.57M – – –
NPI
3625
New Perspectives Inc
Mississippi
$1.57M – – –
143 144
145
146 147