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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
4101
Cherry Tree Wealth Management
Minnesota
$3.32M -$92.2K -408 -3%
WTFG
4102
Wood Tarver Financial Group
Idaho
$3.32M +$21.2K +94 +0.7%
SM
4103
Sciencast Management
New Jersey
$3.32M -$1.49M -6,615 -34%
AF
4104
Atala Financial
California
$3.32M -$9.71K -43 -0.3%
BWG
4105
Berry Wealth Group
Texas
$3.31M -$6.04M -26,737 -67%
KW
4106
KWB Wealth
California
$3.31M -$154K -683 -4%
WA
4107
Whipplewood Advisors
Colorado
$3.31M -$774K -3,427 -21%
DWM
4108
Dopkins Wealth Management
New York
$3.31M +$678 +3 +0%
C1AG
4109
Client 1st Advisory Group
Florida
$3.3M +$78.2K +346 +3%
TCM
4110
Tanaka Capital Management
New York
$3.3M +$2.93M +12,972 New
WCM
4111
Weik Capital Management
Pennsylvania
$3.3M – – –
PWA
4112
Peterson Wealth Advisors
Utah
$3.3M +$97.4K +431 +3%
HFA
4113
Hutchinson Financial Advisors
Virginia
$3.3M +$54.9K +243 +2%
AWA
4114
Adapt Wealth Advisors
Georgia
$3.29M +$1.51M +6,674 +107%
NSG
4115
Nalls Sherbakoff Group
Tennessee
$3.29M -$257K -1,137 -8%
SW
4116
SMART Wealth
Nebraska
$3.29M +$275K +1,216 +10%
OWIM
4117
Old West Investment Management
California
$3.29M – – –
3F
4118
360 Financial
Minnesota
$3.29M +$5.2K +23 +0.2%
BDWCC
4119
B&D White Capital Company
Texas
$3.28M -$1.56M -6,900 -35%
RB
4120
Richmond Brothers
Michigan
$3.27M -$76.1K -337 -3%
SCA
4121
Strathmore Capital Advisors
North Carolina
$3.27M -$52.2K -231 -2%
BW
4122
Basepoint Wealth
Iowa
$3.27M +$138K +611 +5%
TA
4123
Townsend & Associates
Colorado
$3.26M -$289K -1,278 -9%
BCM
4124
Barden Capital Management
Texas
$3.26M +$52K +230 +2%
CGIM
4125
Capital Group Investment Management
Singapore
$3.26M +$56K +248 +2%
163 164
165
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