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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
3651
Prospect Financial Services
New York
$4.85M -$181K -803 -4%
SSA
3652
SSA Swiss Advisors
$4.85M -$12.4K -55 -0.3%
SWP
3653
Summit Wealth Partners
Florida
$4.85M -$88.8K -393 -2%
TBWA
3654
Three Bridge Wealth Advisors
California
$4.84M -$2.23M -9,875 -34%
MGAM
3655
McGowan Group Asset Management
Texas
$4.84M -$178K -786 -4%
OPPS
3656
Obsidian Personal Planning Solutions
Maryland
$4.84M +$34.1K +151 +0.9%
BFA
3657
Bright Financial Advisors
Michigan
$4.84M -$22.4K -99 -0.5%
SWMG
3658
Sanchez Wealth Management Group
Florida
$4.84M -$38.6K -171 -0.9%
RGF
3659
Retirement Guys Formula
Ohio
$4.83M -$750K -3,318 -15%
SWG
3660
Summit Wealth Group
Vermont
$4.83M -$38.4K -170 -0.9%
WFPG
3661
Waller Financial Planning Group
Ohio
$4.82M -$1.16M -5,119 -21%
SC
3662
Schulhoff & Co
Ohio
$4.82M +$22.6K +100 +0.5%
WCP
3663
Wick Capital Partners
Pennsylvania
$4.81M +$2.65M +11,730 +164%
EMAM
3664
Encompass More Asset Management
California
$4.81M -$2.78M -12,284 -39%
MP
3665
Moment Partners
California
$4.81M +$236K +1,043 +6%
JGC
3666
J. Goldman & Co
New York
$4.8M -$34.7M -153,461 -89%
1GI
3667
180 GPS Investments
$4.8M +$4.25M +18,833 New
EWS
3668
Evergreen Wealth Solutions
Pennsylvania
$4.79M -$1.13M -4,991 -21%
BBNB
3669
Baker Boyer National Bank
Washington
$4.79M +$184K +814 +5%
PR
3670
Payden & Rygel
California
$4.79M -$1.13M -5,000 -21%
RCM
3671
Raleigh Capital Management
North Carolina
$4.79M +$134K +594 +3%
RPCA
3672
Running Point Capital Advisors
California
$4.78M +$274K +1,213 +7%
IWA
3673
Integrity Wealth Advisors
California
$4.78M +$1.03M +4,568 +29%
RWM
3674
Ruedi Wealth Management
Illinois
$4.77M -$15.6K -69 -0.4%
BF
3675
Blankinship & Foster
California
$4.77M -$538K -2,381 -11%
145 146
147
148 149