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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
3701
Barnes Pettey Financial Advisors
Mississippi
$2M -$77.6K -526 -4%
TA
3702
TFB Advisors
Kansas
$1.99M +$162K +1,100 +10%
CFAM
3703
Coury Firm Asset Management
Pennsylvania
$1.99M +$922K +6,249 +108%
PIM
3704
Profit Investment Management
Maryland
$1.99M -$54.4K -369 -3%
NOI
3705
Newton One Investments
Delaware
$1.98M – – –
BW
3706
Basepoint Wealth
Iowa
$1.97M +$2.8K +19 +0.2%
PTCG
3707
Pring Turner Capital Group
California
$1.97M +$7.38K +50 +0.4%
C1AG
3708
Client 1st Advisory Group
Florida
$1.96M +$87.5K +593 +5%
PAG
3709
Powers Advisory Group
Illinois
$1.96M +$1.48K +10 +0.1%
XSC
3710
X-Square Capital
Puerto Rico
$1.96M -$30.7K -208 -2%
IPW
3711
Intergy Private Wealth
Colorado
$1.96M +$136K +921 +8%
LA
3712
Lakeside Advisors
Washington
$1.95M +$25.8K +175 +2%
AFS
3713
Annapolis Financial Services
Maryland
$1.94M -$29.7K -201 -2%
SWM
3714
SFG Wealth Management
Maryland
$1.94M -$5.46K -37 -0.3%
AFO
3715
Arrowroot Family Office
California
$1.94M +$1.73M +11,747 New
FPF
3716
First Pacific Financial
Washington
$1.93M +$165K +1,121 +11%
WA
3717
Wealthstream Advisors
New York
$1.93M +$159K +1,079 +10%
WCWM
3718
Wooster Corthell Wealth Management
Connecticut
$1.93M -$17.9K -121 -1%
AWA
3719
Aletheian Wealth Advisors
Washington
$1.93M -$64.9K -440 -4%
RK
3720
Rather & Kittrell
Tennessee
$1.93M +$540K +3,663 +46%
AW
3721
Avion Wealth
Texas
$1.93M +$131K +890 +6%
RS
3722
Retirement Solution
Washington
$1.92M -$38.2K -259 -2%
FFL
3723
Financial Freedom LLC
Ohio
$1.92M -$32K -217 -2%
CWM
3724
Cranbrook Wealth Management
Michigan
$1.92M +$1.05M +7,105 +156%
BSAM
3725
Blue Square Asset Management
New York
$1.92M +$431K +2,922 +33%
147 148
149
150 151