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Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
3751
New Insight Wealth Advisors
California
$5.62M +$323K +1,129 +6%
VPW
3752
Vaquero Private Wealth
Texas
$5.62M +$5.55M +19,414 New
FH
3753
FWG Holdings
Florida
$5.61M +$201K +702 +4%
HIG
3754
Heritage Investment Group
Florida
$5.61M +$562K +1,964 +11%
CCM
3755
Connective Capital Management
California
$5.61M – – –
NCTC
3756
New Covenant Trust Company
Indiana
$5.61M +$255K +893 +5%
FFG
3757
First Financial Group
North Carolina
$5.6M -$196K -685 -3%
AFP
3758
ATLas Financial Planning
Georgia
$5.6M -$320K -1,117 -5%
2L
3759
25 LLC
Missouri
$5.59M +$106K +369 +2%
WP
3760
Wealthspan Partners
Iowa
$5.59M -$27.2K -95 -0.5%
I
3761
IMPACTfolio
Colorado
$5.59M -$56.6K -198 -1%
WW
3762
Westshore Wealth
California
$5.58M +$120K +418 +2%
CWIG
3763
Chung Wu Investment Group
Texas
$5.57M -$286K -1,000 -5%
JFG
3764
JDM Financial Group
Texas
$5.57M -$13.4K -47 -0.2%
FC
3765
Fjell Capital
North Dakota
$5.56M +$40.3K +141 +0.7%
WFPG
3766
Waller Financial Planning Group
Ohio
$5.55M +$72.7K +254 +1%
SAM
3767
Silphium Asset Management
United Kingdom
$5.54M -$217K -760 -4%
NWMG
3768
National Wealth Management Group
Ohio
$5.54M -$115K -401 -2%
TFG
3769
Taylor Financial Group
Virginia
$5.54M – – –
WG
3770
Wellington Group
Indiana
$5.54M – – –
SIC
3771
Sage Investment Counsel
Tennessee
$5.54M -$24.3K -85 -0.4%
RK
3772
Rather & Kittrell
Tennessee
$5.53M +$264K +923 +5%
IWM
3773
Iams Wealth Management
Nebraska
$5.53M +$87.5K +306 +2%
AWMT
3774
AAFMAA Wealth Management & Trust
North Carolina
$5.53M -$322K -1,124 -6%
PJWM
3775
Philip James Wealth Mangement
Georgia
$5.52M -$353K -1,233 -6%
149 150
151
152 153