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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4076
McNaughton Wealth Management
California
$1.02M +$7.97K +54 +0.9%
HAS
4077
Holland Advisory Services
Florida
$1.02M +$148 +1 +0%
CFG
4078
Compton Financial Group
Maryland
$1.02M +$59K +400 +7%
FTA
4079
Financial & Tax Architects
Missouri
$1.01M +$216K +1,461 +31%
MWM
4080
MBE Wealth Management
Wisconsin
$1.01M +$8.41K +57 +0.9%
AI
4081
Arrien Investments
Idaho
$1.01M +$906K +6,143 New
GWM
4082
GoalFusion Wealth Management
Texas
$1.01M -$81.6K -553 -8%
SA
4083
Stewardship Advisors
Pennsylvania
$1.01M -$18K -122 -2%
GPA
4084
Guidance Point Advisors
Massachusetts
$1M +$1.03K +7 +0.1%
CIS
4085
Continental Investors Services
Washington
$1M -$24.1K -163 -3%
5SA
4086
5th Street Advisors
Connecticut
$1M -$47.2K -320 -5%
HCA
4087
Hyperion Capital Advisors
New York
$997K – – –
RBCM
4088
Raub Brock Capital Management
California
$997K +$148 +1 +0%
D
4089
Dentgroup
Louisiana
$995K -$24.5K -166 -3%
PPWP
4090
Proquility Private Wealth Partners
Nevada
$994K +$100K +679 +13%
BFA
4091
BMS Financial Advisors
South Dakota
$989K +$61.8K +419 +8%
BBA
4092
Braun-Bostich & Associates
Pennsylvania
$983K -$27K -183 -3%
WWP
4093
Waypoint Wealth Partners
California
$975K -$26.1K -177 -3%
HWM
4094
HighMark Wealth Management
Minnesota
$969K +$1.03K +7 +0.1%
HFA
4095
Highland Financial Advisors
New Jersey
$965K -$120K -812 -12%
SPA
4096
Shore Point Advisors
New Jersey
$963K +$119K +809 +16%
PIN
4097
Prudent Investors Network
California
$955K -$58.6K -397 -6%
WFA
4098
Websterrogers Financial Advisors
South Carolina
$954K -$18.7K -127 -2%
GWMI
4099
Guardian Wealth Management (Illinois)
Illinois
$954K +$3.98K +27 +0.5%
CCA
4100
Covey Capital Advisors
Georgia
$953K – – –
162 163
164
165 166