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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
4026
Regimen Wealth
Georgia
$4.42M -$15K -56 -0.3%
CI
4027
CacheTech Inc
Utah
$4.42M +$6.98K +26 +0.2%
PW
4028
PUREfi Wealth
Massachusetts
$4.41M +$303K +1,127 +7%
DFP
4029
Donalies Financial Planning
District of Columbia
$4.4M +$4.35M +16,203 New
EGM
4030
Engineers Gate Manager
New York
$4.4M +$3.08M +11,488 +244%
RF
4031
RHS Financial
California
$4.4M +$59.3K +221 +1%
KHLMTHM
4032
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.4M – – –
AIP
4033
Almanack Investment Partners
Pennsylvania
$4.4M -$3.19M -11,868 -42%
CWMGP
4034
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.39M +$122K +454 +3%
MSWMA
4035
Market Street Wealth Management Advisors
Indiana
$4.39M +$151K +563 +4%
FPF
4036
First Pacific Financial
Washington
$4.39M -$442K -1,648 -9%
SSC
4037
Syverson Strege & Co
Iowa
$4.38M -$150K -560 -3%
MWA
4038
Motive Wealth Advisors
Michigan
$4.38M -$35.2K -131 -0.8%
MWA
4039
Medallion Wealth Advisors
Connecticut
$4.36M +$99.1K +369 +2%
RAM
4040
Redmond Asset Management
Virginia
$4.36M -$61.5K -229 -1%
BSCCG
4041
Blue Sky Capital Consultants Group
California
$4.36M -$4.31M -16,054 -50%
RA
4042
Rise Advisors
New York
$4.36M -$172K -639 -4%
KC
4043
Karras Company
Utah
$4.35M +$4.3M +16,002 New
GCM
4044
Graham Capital Management
Connecticut
$4.35M +$630K +2,346 +17%
ACC
4045
Acorn Creek Capital
Colorado
$4.35M +$31.1K +116 +0.7%
PCMNC
4046
Piedmont Capital Management (North Carolina)
North Carolina
$4.35M +$4.29M +15,996 New
AR
4047
Apeiron RIA
Texas
$4.35M +$44K +164 +1%
CC
4048
Centiva Capital
New York
$4.34M +$4.29M +15,976 New
CP
4049
Covenant Partners
Tennessee
$4.34M +$32.2K +120 +0.8%
CPL
4050
CAP Partners LLC
Tennessee
$4.34M -$284K -1,059 -6%
160 161
162
163 164