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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4201
ForthRight Wealth Management
Georgia
$2.17M -$118K -635 -6%
CSIA
4202
Conrad Siegel Investment Advisors
Pennsylvania
$2.17M +$40.7K +218 +2%
CPM
4203
Connective Portfolio Management
New York
$2.17M +$1.92M +10,320 New
PFT
4204
Providence First Trust
Arizona
$2.17M -$481K -2,579 -20%
SWM
4205
Seed Wealth Management
Illinois
$2.17M +$41.6K +223 +2%
BSG
4206
Black Swift Group
Colorado
$2.17M +$108K +581 +6%
CPWM
4207
Cypress Point Wealth Management
Texas
$2.17M +$3.73K +20 +0.2%
IWM
4208
Iams Wealth Management
Nebraska
$2.17M +$709K +3,803 +59%
PBC
4209
Pavion Blue Capital
California
$2.16M -$46.6K -250 -2%
GWSA
4210
Global Wealth Strategies & Associates
Colorado
$2.16M -$135K -726 -7%
WCWM
4211
Wooster Corthell Wealth Management
Connecticut
$2.16M -$62.5K -335 -3%
LFA
4212
Lauterbach Financial Advisors
Texas
$2.16M -$8.77K -47 -0.5%
CG
4213
Clifford Group
Massachusetts
$2.16M -$5.04K -27 -0.3%
IWP
4214
Innova Wealth Partners
Pennsylvania
$2.16M +$257K +1,380 +16%
FA
4215
FDx Advisors
Illinois
$2.15M -$954K -5,114 -33%
HIA
4216
Harvest Investment Advisors
Florida
$2.15M -$44.8K -240 -2%
HIGP
4217
Hill Investment Group Partners
Missouri
$2.15M +$78.9K +423 +5%
GFG
4218
GR Financial Group
Arizona
$2.15M -$18.1K -97 -0.9%
CMP
4219
Courage Miller Partners
Virginia
$2.14M -$64K -343 -4%
ORAM
4220
One River Asset Management
Connecticut
$2.14M -$29.2M -156,339 -94%
RCM
4221
Requisite Capital Management
Texas
$2.13M +$326K +1,750 +21%
DP
4222
Divergent Planning
Maryland
$2.13M -$25.7K -138 -1%
DFA
4223
DHJJ Financial Advisors
Illinois
$2.12M -$85.6K -459 -4%
BAWC
4224
Boyce & Associates Wealth Consulting
Texas
$2.12M -$19.8K -106 -1%
TCM
4225
TruNorth Capital Management
Michigan
$2.12M +$13.1K +70 +0.7%
167 168
169
170 171