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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3701
Peterson Wealth Management
Nevada
$1.81M -$441K -2,623 -20%
SWM
3702
Soundmark Wealth Management
Washington
$1.81M +$15.3K +91 +0.9%
HFP
3703
Holistic Financial Partners
Indiana
$1.81M +$222K +1,321 +15%
RFP
3704
Roth Financial Partners
Texas
$1.8M – – –
MA
3705
Maxele Advisors
Missouri
$1.8M -$37K -220 -2%
RBC
3706
Roble Belko & Company
Pennsylvania
$1.8M -$72.8K -433 -4%
CP
3707
Coho Partners
Pennsylvania
$1.8M -$53.8K -320 -3%
JMF
3708
Johnson Midwest Financial
Iowa
$1.79M +$6.73K +40 +0.4%
UCB
3709
United Community Bank
South Carolina
$1.79M -$181K -1,075 -9%
LFA
3710
Legend Financial Advisors
Pennsylvania
$1.79M +$38K +226 +2%
FFWM
3711
Future Financial Wealth Management
Ohio
$1.78M -$62.4K -371 -4%
I2I
3712
Insight 2811 Inc
Illinois
$1.78M +$2.19K +13 +0.1%
PP
3713
Prosperity Planning
Missouri
$1.77M – – –
CFA
3714
Camarda Financial Advisors
Florida
$1.77M +$39.2K +233 +2%
APS
3715
American Planning Services
Florida
$1.77M +$62.1K +369 +4%
SPWG
3716
Sage Private Wealth Group
Illinois
$1.76M -$841 -5 -0%
EPP
3717
ETF Portfolio Partners
Kansas
$1.76M – – –
WEPOG
3718
Wealth Enhancement & Preservation of GA
Georgia
$1.76M +$13.3K +79 +0.8%
LFA
3719
Lauterbach Financial Advisors
Texas
$1.75M +$2.02K +12 +0.1%
MCM
3720
Mork Capital Management
California
$1.75M -$959K -5,700 -36%
MCM
3721
Maytus Capital Management
New York
$1.75M +$1.68M +10,000 New
PGWM
3722
Pitti Group Wealth Management
New York
$1.75M +$42.7K +254 +3%
SPA
3723
Sentinel Pension Advisors
Massachusetts
$1.73M -$462K -2,750 -22%
AFS
3724
Access Financial Services
Minnesota
$1.73M +$36.2K +215 +2%
HWA
3725
Heartwood Wealth Advisors
Virginia
$1.73M +$530K +3,154 +47%
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149
150 151