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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3651
Geometric Wealth Advisors
District of Columbia
$3.01M – – –
SWM
3652
Sendero Wealth Management
Texas
$3M -$13.6K -75 -0.4%
SFM
3653
Sphera Funds Management
Israel
$3M +$3.18M +17,500 New
CNFG
3654
Creegan & Nassoura Financial Group
New Hampshire
$2.99M +$129K +710 +4%
SC
3655
Sykon Capital
New York
$2.98M +$1.96M +10,788 +164%
CB
3656
Centennial Bank
Arkansas
$2.98M -$152K -838 -5%
C
3657
CEDRUS
Colorado
$2.97M +$101K +553 +3%
BDFN
3658
Bond & Devick Financial Network
Minnesota
$2.97M -$9.46K -52 -0.3%
CFO
3659
Colony Family Offices
North Carolina
$2.97M -$298K -1,641 -9%
TAM
3660
Todd Asset Management
Kentucky
$2.97M – – –
FFA
3661
Florida Financial Advisors
Florida
$2.97M +$621K +3,415 +25%
VCM
3662
Versant Capital Management
Arizona
$2.96M -$429K -2,358 -12%
RW
3663
Regimen Wealth
Georgia
$2.96M +$13.8K +76 +0.4%
SPP
3664
Single Point Partners
Massachusetts
$2.96M +$33.1K +182 +1%
CFS
3665
Commonwealth Financial Services
West Virginia
$2.95M – – –
FGG
3666
Financial Guidance Group
Florida
$2.95M – – –
EP
3667
EPIQ Partners
Minnesota
$2.95M +$339K +1,862 +12%
SCI
3668
Stableford Capital II
Arizona
$2.94M +$10.7K +59 +0.3%
WSWA
3669
Warren Street Wealth Advisors
California
$2.94M +$85.3K +469 +3%
GPA
3670
Guerra Pan Advisors
New Jersey
$2.93M -$1.75M -9,611 -36%
WWP
3671
Waypoint Wealth Partners
California
$2.93M +$1.28M +7,022 +70%
PMG
3672
Private Management Group
California
$2.93M -$81.1K -446 -3%
EHWM
3673
Eads & Heald Wealth Management
Georgia
$2.93M -$207K -1,141 -6%
NCTC
3674
New Covenant Trust Company
Indiana
$2.93M +$3.11M +17,104 New
HWMA
3675
Heritage Wealth Management (Arizona)
Arizona
$2.92M -$103K -566 -3%
145 146
147
148 149