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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
4076
Decision Investments
California
$4.23M +$4.18M +15,567 New
BF
4077
Brogan Financial
Tennessee
$4.23M -$5.91K -22 -0.1%
MPAM
4078
Murphy Pohlad Asset Management
Minnesota
$4.23M -$177K -660 -4%
CFG
4079
CKW Financial Group
Hawaii
$4.22M -$197K -733 -5%
TCM
4080
TruNorth Capital Management
Michigan
$4.22M +$937K +3,492 +29%
AIFS
4081
A&I Financial Services
Colorado
$4.22M -$44.8K -167 -1%
CFWMA
4082
Center for Wealth Management Advisory
Ohio
$4.22M +$4.17M +15,518 New
TLA
4083
Tanglewood Legacy Advisors
Texas
$4.22M -$25.8K -96 -0.6%
PSIWM
4084
Paradigm Strategies in Wealth Management
Minnesota
$4.22M -$262K -976 -6%
BRWM
4085
Blue Rock Wealth Management
North Carolina
$4.22M -$55K -205 -1%
DCM
4086
Davidson Capital Management
Texas
$4.21M +$8.59K +32 +0.2%
ATI
4087
ARK & TLK Investments
Oklahoma
$4.21M +$2.62M +9,758 +170%
VFPW
4088
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.21M -$7.25K -27 -0.2%
RK
4089
Rather & Kittrell
Tennessee
$4.21M +$288K +1,071 +7%
PWA
4090
Prairie Wealth Advisors
Nebraska
$4.21M -$4.16M -15,490 Closed
OIA
4091
Oakmont Investment Advisors
Pennsylvania
$4.21M +$4.16M +15,481 New
RWMG
4092
Redwood Wealth Management Group
New Jersey
$4.21M -$103K -385 -2%
GSIS
4093
Global Strategic Investment Solutions
Arizona
$4.21M +$9.66K +36 +0.2%
SFS
4094
Solitude Financial Services
Virginia
$4.21M +$450K +1,677 +12%
MSCM
4095
McElhenny Sheffield Capital Management
Texas
$4.2M -$2.59M -9,652 -38%
MC
4096
Machina Capital
France
$4.2M +$4.14M +15,437 New
MU
4097
Mirova US
Massachusetts
$4.19M +$4.14M +15,420 New
GWM
4098
Greenline Wealth Management
Florida
$4.19M +$4.14M +15,417 New
MWM
4099
MFG Wealth Management
Indiana
$4.18M -$104K -387 -2%
GGA
4100
Granite Group Advisors
Connecticut
$4.18M -$155K -576 -4%
162 163
164
165 166