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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
4301
Vilga Financial Planning
New Jersey
$3.33M – – –
DM
4302
Diker Management
New York
$3.32M -$1.79M -6,860 -34%
CTWM
4303
Cherry Tree Wealth Management
Minnesota
$3.32M -$48.7K -187 -1%
NIA
4304
NBZ Investment Advisors
Tennessee
$3.32M +$364K +1,400 +12%
MFT
4305
Moisand Fitzgerald Tamayo
Florida
$3.32M +$9.63K +37 +0.3%
TA
4306
Tectonic Advisors
Texas
$3.32M -$1.97M -7,552 -37%
LAI
4307
Legal Advantage Investments
California
$3.32M -$917K -3,525 -21%
AL
4308
ADE LLC
Maryland
$3.32M -$122K -467 -3%
KWA
4309
Kondo Wealth Advisors
California
$3.32M +$58.3K +224 +2%
B
4310
Birchbrook
Maine
$3.32M -$33.8K -130 -1%
WCP
4311
Wealthcare Capital Partners
Pennsylvania
$3.32M -$479K -1,840 -12%
SA
4312
Skyline Advisors
Washington
$3.31M -$144K -552 -4%
KLI
4313
Kelman-Lazarov Inc
Tennessee
$3.31M -$10.2K -39 -0.3%
1M
4314
1248 Management
Missouri
$3.3M – – –
MPIA
4315
Mountain Pacific Investment Advisers
Idaho
$3.3M -$397K -1,525 -10%
OE
4316
OFS Enterprise
Nebraska
$3.3M +$3.38M +13,001 New
OCM
4317
Olstein Capital Management
New York
$3.3M – – –
AWA
4318
Authentikos Wealth Advisory
California
$3.3M -$95K -365 -3%
AL
4319
ARWA LLC
Texas
$3.29M +$112K +432 +4%
UIA
4320
Ulland Investment Advisors
Minnesota
$3.29M -$70K -269 -2%
WWA
4321
Wealth Watch Advisors
Colorado
$3.29M +$879K +3,379 +35%
GTWM
4322
Global Trust Wealth Management
Florida
$3.29M -$2.34K -9 -0.1%
KRW
4323
Kaufman Rossin Wealth
Florida
$3.29M -$46.3K -178 -1%
PWM
4324
Pathway Wealth Management
Texas
$3.29M – – –
BTC
4325
Bank & Trust Company
Illinois
$3.28M +$145K +558 +5%
171 172
173
174 175