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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
4226
Smith Asset Management
Florida
$3.85M +$180K +628 +5%
WFL
4227
Wealth Forward LLC
North Dakota
$3.85M +$6.87K +24 +0.2%
SF
4228
Steffes Financial
Kansas
$3.85M +$339K +1,185 +10%
W
4229
WealthCollab
Washington
$3.84M +$45.8K +160 +1%
OE
4230
OFS Enterprise
Nebraska
$3.84M +$78.7K +275 +2%
WIA
4231
Wetzel Investment Advisors
Indiana
$3.84M -$223K -779 -6%
VFP
4232
Vilga Financial Planning
New Jersey
$3.83M +$40K +140 +1%
PCMC
4233
Paragon Capital Management (Colorado)
Colorado
$3.83M -$111K -388 -3%
IRC
4234
Investors Research Corp
Georgia
$3.83M -$426K -1,491 -10%
KAM
4235
KEB Asset Management
Illinois
$3.83M -$99.8K -349 -3%
HFRG
4236
Houlihan Financial Resource Group
Virginia
$3.82M -$171K -597 -4%
MIM
4237
Macroview Investment Management
Maryland
$3.82M -$39.2K -137 -1%
SPWM
4238
Smith Partners Wealth Management
North Carolina
$3.82M – – –
KWA
4239
Kondo Wealth Advisors
California
$3.81M +$29.5K +103 +0.8%
WCP
4240
Wealthcare Capital Partners
Pennsylvania
$3.81M +$29.5K +103 +0.8%
FWM
4241
Forza Wealth Management
Florida
$3.81M -$207K -722 -5%
CWL
4242
Causey Wealth LLC
Colorado
$3.8M +$572 +2 +0%
EIP
4243
Easterly Investment Partners
Massachusetts
$3.8M +$3.76M +13,139 New
RF
4244
Roxbury Financial
New Jersey
$3.8M +$9.15K +32 +0.2%
ACM
4245
Alessandra Capital Management
California
$3.8M -$60.4K -211 -2%
JRSI
4246
Jeter Robert S II
$3.79M -$72.1K -252 -2%
DM
4247
Diker Management
New York
$3.79M – – –
WTFG
4248
Wood Tarver Financial Group
Idaho
$3.78M +$195K +680 +5%
MFS
4249
Miller Financial Services
Michigan
$3.78M -$51.2K -179 -1%
FWMM
4250
Foundation Wealth Management (Missouri)
Missouri
$3.78M -$218K -762 -6%
168 169
170
171 172