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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3751
Drake & Associates
Wisconsin
$2.09M -$230K -1,256 -9%
PFT
3752
Providence First Trust
Arizona
$2.09M -$119K -650 -5%
PIWA
3753
Prevail Innovative Wealth Advisors
Kansas
$2.09M +$1.18M +6,461 +113%
SF
3754
Safeguard Financial
Wisconsin
$2.08M +$147K +799 +7%
CWAF
3755
Core Wealth Advisors (Florida)
Florida
$2.08M -$23.8K -130 -1%
OGF
3756
Orin Green Financial
California
$2.08M +$2.2K +12 +0.1%
AR
3757
Apeiron RIA
Texas
$2.08M -$8.44K -46 -0.4%
RWA
3758
Rooted Wealth Advisors
Illinois
$2.08M -$668K -3,642 -25%
BPFA
3759
Barnes Pettey Financial Advisors
Mississippi
$2.07M -$12.3K -67 -0.6%
NOI
3760
Newton One Investments
Delaware
$2.07M +$3.12K +17 +0.1%
GA
3761
Greytown Advisors
Florida
$2.06M +$24.4K +133 +1%
WI
3762
Wedgewood Investors
Pennsylvania
$2.06M -$73.4K -400 -3%
KIC
3763
Keating Investment Counselors
Florida
$2.06M +$756K +4,120 +52%
MFG
3764
Monte Financial Group
Connecticut
$2.05M -$110K -601 -5%
RFA
3765
RTD Financial Advisors
Pennsylvania
$2.05M -$4.77K -26 -0.2%
FPIS
3766
Financial Planning & Information Services
Wisconsin
$2.05M +$167K +911 +8%
UCB
3767
United Community Bank
South Carolina
$2.04M -$17.4K -95 -0.8%
RCG
3768
Resource Consulting Group
Florida
$2.04M -$548K -2,989 -20%
MCM
3769
Mainstay Capital Management
Michigan
$2.04M -$343K -1,870 -14%
PTCG
3770
Pring Turner Capital Group
California
$2.04M -$1.83K -10 -0.1%
HIG
3771
Heritage Investment Group
Florida
$2.04M -$408K -2,223 -16%
MSWMA
3772
Market Street Wealth Management Advisors
Indiana
$2.03M +$453K +2,471 +26%
MA
3773
MKT Advisors
California
$2.03M +$12.5K +68 +0.6%
CFA
3774
Camarda Financial Advisors
Florida
$2.03M -$47.1K -257 -2%
TWP
3775
Tower Wealth Partners
Pennsylvania
$2.03M +$14.3K +78 +0.7%
149 150
151
152 153