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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3676
Rise Advisors
New York
$2.5M -$2.15M -12,367 -49%
MWC
3677
MBM Wealth Consultants
Missouri
$2.5M +$227K +1,304 +11%
VBFP
3678
Valtinson Bruner Financial Planning
Minnesota
$2.5M +$70.6K +405 +3%
PFT
3679
Providence First Trust
Arizona
$2.5M -$703K -4,033 -24%
PWM
3680
Pinnacle Wealth Management
California
$2.5M +$2.24M +12,868 New
SC
3681
Steph & Co
Wisconsin
$2.49M -$17.4K -100 -0.8%
2L
3682
25 LLC
Missouri
$2.49M +$15K +86 +0.7%
AFGAS
3683
Allegiance Financial Group Advisory Services
Virginia
$2.49M +$1.92K +11 +0.1%
WA
3684
Wealthstream Advisors
New York
$2.49M +$196K +1,123 +10%
PWMA
3685
Pension & Wealth Management Advisors
Massachusetts
$2.49M -$797K -4,572 -35%
ECM
3686
Elgethun Capital Management
South Dakota
$2.48M +$22.8K +131 +1%
GCL
3687
Gouws Capital LLC
North Carolina
$2.48M -$52.3K -300 -2%
LOIP
3688
Live Oak Investment Partners
Texas
$2.48M – – –
RWMH
3689
Riverpoint Wealth Management Holdings
Illinois
$2.47M +$2.61K +15 +0.1%
IPW
3690
Intergy Private Wealth
Colorado
$2.46M +$143K +820 +7%
TIA
3691
Tandem Investment Advisors
South Carolina
$2.46M +$415K +2,384 +23%
WFA
3692
West Financial Advisors
Iowa
$2.45M -$177K -1,017 -7%
VIM
3693
VELA Investment Management
Ohio
$2.45M +$201K +1,156 +10%
PS
3694
Portfolio Strategies
New York
$2.45M +$7.49K +43 +0.3%
MAM
3695
Marquette Asset Management
Minnesota
$2.45M – – –
WIM
3696
Waycross Investment Management
Washington
$2.44M -$4.71K -27 -0.2%
RWM
3697
Refined Wealth Management
Utah
$2.44M +$34K +195 +2%
NEAM
3698
New England Asset Management
Connecticut
$2.44M -$924K -5,300 -30%
MFG
3699
Monte Financial Group
Connecticut
$2.44M -$13.9K -80 -0.6%
GFP
3700
Guardian Financial Partners
California
$2.44M -$33.8K -194 -2%
146 147
148
149 150