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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
4301
Vilga Financial Planning
New Jersey
$3.56M +$3.52M +13,105 New
MWA
4302
MN Wealth Advisors
Kansas
$3.56M -$369K -1,376 -10%
KLI
4303
Kelman-Lazarov Inc
Tennessee
$3.56M +$296K +1,103 +9%
IA
4304
Invested Advisors
Pennsylvania
$3.56M +$334K +1,243 +10%
PBK
4305
Peoples Bank (Kansas)
Kansas
$3.55M -$205K -764 -6%
SPW
4306
Sonoma Private Wealth
California
$3.55M -$121K -450 -3%
WA
4307
Whipplewood Advisors
Colorado
$3.55M +$13.7K +51 +0.4%
SCM
4308
Saxony Capital Management
Missouri
$3.55M -$29.5K -110 -0.8%
EPW
4309
Endeavor Private Wealth
Kansas
$3.55M +$244K +908 +7%
MFT
4310
Moisand Fitzgerald Tamayo
Florida
$3.55M -$51.8K -193 -1%
1M
4311
1248 Management
Missouri
$3.54M -$1.27M -4,736 -27%
OCM
4312
Olstein Capital Management
New York
$3.53M -$805K -3,000 -19%
GTWM
4313
Global Trust Wealth Management
Florida
$3.53M +$3.48M +12,970 New
SB
4314
Sunflower Bank
Texas
$3.53M -$28.2K -105 -0.8%
PWM
4315
Pathway Wealth Management
Texas
$3.52M +$3.48M +12,950 New
LWA
4316
LifeGoal Wealth Advisors
New York
$3.52M +$2.5M +9,295 +255%
TCM
4317
Tanaka Capital Management
New York
$3.52M -$9.4K -35 -0.3%
PW
4318
Paladin Wealth
Minnesota
$3.51M -$223K -830 -6%
WCM
4319
Weik Capital Management
Pennsylvania
$3.5M -$21.5K -80 -0.6%
HSG
4320
Helen Stephens Group
Texas
$3.5M +$258K +960 +8%
KWA
4321
Kondo Wealth Advisors
California
$3.49M +$30.6K +114 +0.9%
RCM
4322
Riverpark Capital Management
New York
$3.49M -$323K -1,203 -9%
CFO
4323
Capitol Family Office
Oregon
$3.49M -$217K -808 -6%
OWIM
4324
Old West Investment Management
California
$3.49M -$21.2K -79 -0.6%
GRA
4325
Golden Road Advisors
Florida
$3.49M -$512K -1,909 -13%
171 172
173
174 175