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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
3926
Opus Capital Group
Ohio
$4.97M +$146K +511 +3%
BFP
3927
Birchwood Financial Partners
Minnesota
$4.97M -$213K -745 -4%
IPW
3928
Intergy Private Wealth
Colorado
$4.97M -$165K -576 -3%
GWA
3929
Geometric Wealth Advisors
District of Columbia
$4.96M +$79.8K +279 +2%
WF
3930
Warner Financial
Maryland
$4.96M +$6.87K +24 +0.1%
AWA
3931
Aletheian Wealth Advisors
Washington
$4.95M +$501K +1,751 +11%
MWM
3932
Maripau Wealth Management
Indiana
$4.95M +$589K +2,059 +14%
PCP
3933
Panoramic Capital Partners
Oregon
$4.94M -$1.07M -3,741 -18%
QFA
3934
Quattro Financial Advisors
Texas
$4.94M +$1.32M +4,601 +37%
NWM
3935
Navigate Wealth Management
Alabama
$4.94M -$47.5K -166 -1%
BDPWM
3936
Barnes Dennig Private Wealth Management
Ohio
$4.94M -$72.1K -252 -1%
TAM
3937
Todd Asset Management
Kentucky
$4.93M -$51.2K -179 -1%
CIA
3938
Cascade Investment Advisors
Oregon
$4.93M -$101K -353 -2%
GC
3939
Gibson Capital
Pennsylvania
$4.92M -$53.2K -186 -1%
SWM
3940
SK Wealth Management
Rhode Island
$4.92M -$12.9K -45 -0.3%
TCM
3941
Tradewinds Capital Management
Washington
$4.91M +$158K +554 +3%
OBWA
3942
Oak Barrel Wealth Advisory
Virginia
$4.91M +$4.85M +16,971 New
MEAC
3943
M.E. Allison & Co
Texas
$4.91M +$147K +513 +3%
SGWM
3944
Sterling Group Wealth Management
California
$4.91M +$718K +2,510 +17%
DCM
3945
Davis Capital Management
Florida
$4.9M +$476K +1,665 +11%
MSCM
3946
McElhenny Sheffield Capital Management
Texas
$4.9M +$253K +886 +6%
SC
3947
Shuttleworth & Co
Ohio
$4.89M -$23.2K -81 -0.5%
RA
3948
Rise Advisors
New York
$4.89M +$69.8K +244 +1%
SFG
3949
Strive Financial Group
Indiana
$4.89M -$1.29M -4,498 -21%
CFG
3950
Carr Financial Group
Massachusetts
$4.88M -$624K -2,183 -11%
156 157
158
159 160