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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4201
MFG Wealth Management
Indiana
$2.76M -$1.25M -5,403 -30%
KSWWM
4202
Keyes Stange & Wooten Wealth Management
Florida
$2.76M +$41.2K +178 +1%
SW
4203
SMART Wealth
Nebraska
$2.75M -$988K -4,263 -26%
WFL
4204
Wealth Forward LLC
North Dakota
$2.75M +$2.55K +11 +0.1%
GWSA
4205
Global Wealth Strategies & Associates
Colorado
$2.74M +$194K +838 +7%
SFM
4206
Systematic Financial Management
New Jersey
$2.74M – – –
FFM
4207
Flagstone Financial Management
Nebraska
$2.74M -$11.6K -50 -0.4%
RB
4208
Renasant Bank
Mississippi
$2.74M -$127K -548 -4%
NWAG
4209
Net Worth Advisory Group
Utah
$2.74M +$167K +723 +6%
GA
4210
GoalVest Advisory
New York
$2.73M +$220K +949 +8%
CPW
4211
Catalyst Private Wealth
California
$2.73M +$18.1K +78 +0.6%
CRI
4212
Commonwealth Retirement Investments
Virginia
$2.73M +$101K +437 +4%
DPW
4213
DiNuzzo Private Wealth
Pennsylvania
$2.73M -$121K -521 -4%
NNPTE
4214
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.73M -$6.72K -29 -0.2%
LAI
4215
Legal Advantage Investments
California
$2.72M +$69.5K +300 +3%
SMTF
4216
Sphera Management Technology Funds
Israel
$2.72M -$1.79M -7,740 -39%
SWMG
4217
Sard Wealth Management Group
Georgia
$2.72M +$442K +1,907 +18%
PS
4218
Planned Solutions
California
$2.72M -$1.31M -5,652 -32%
PWM
4219
Penobscot Wealth Management
Maine
$2.72M +$13K +56 +0.5%
OFS
4220
Oldfather Financial Services
Nebraska
$2.72M -$65.3K -282 -2%
HWP
4221
Heritage Wealth Partners
Ohio
$2.72M -$850K -3,670 -23%
MRP
4222
Measured Risk Portfolios
California
$2.72M -$64.4K -278 -2%
LWM
4223
Latko Wealth Management
Illinois
$2.72M -$310K -1,339 -10%
SC
4224
Stephens Consulting
Michigan
$2.71M +$113K +487 +4%
TBWA
4225
Three Bridge Wealth Advisors
California
$2.71M -$273K -1,180 -9%
167 168
169
170 171