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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
4376
FirstPurpose Wealth
Utah
$1.28M +$344K +1,863 +39%
TDC
4377
Thompson Davis & Co
Virginia
$1.28M +$33.6K +182 +3%
RFS
4378
Retirement Financial Solutions
Tennessee
$1.28M +$137K +741 +13%
CCM
4379
Cullen Capital Management
New York
$1.28M +$185K +1,004 +18%
SC
4380
Sykon Capital
New York
$1.27M -$11.6K -63 -0.9%
FA
4381
Financial Alternatives
California
$1.27M – – –
VFG
4382
Valley Financial Group
Pennsylvania
$1.26M +$1.21M +6,569 New
CWA
4383
Clearview Wealth Advisors
Oregon
$1.26M +$81.8K +443 +7%
CFP
4384
Cypress Financial Planning
New Jersey
$1.26M -$100K -544 -7%
ACM
4385
Arlington Capital Management
Illinois
$1.26M +$4.43K +24 +0.4%
RA
4386
Rodgers & Associates
Pennsylvania
$1.26M +$22.3K +121 +2%
ASFA
4387
All Season Financial Advisors
Colorado
$1.25M -$37.5K -203 -3%
AFG
4388
Altiora Financial Group
Ohio
$1.25M +$396K +2,144 +49%
KDA
4389
Kraft Davis & Associates
Missouri
$1.25M -$41.7K -226 -3%
PSC
4390
Portman Square Capital
United Kingdom
$1.25M -$8.36M -45,287 -87%
FA
4391
FF Advisors
California
$1.24M +$1.19M +6,429 New
FTA
4392
Financial & Tax Architects
Missouri
$1.23M -$109K -588 -8%
MI
4393
Motiv8 Investments
Florida
$1.23M +$1.18M +6,379 New
SPA
4394
Shore Point Advisors
New Jersey
$1.23M -$185 -1 -0%
CAAM
4395
Cornerstone Advisors Asset Management
Pennsylvania
$1.22M +$244K +1,319 +26%
WWM
4396
Whalen Wealth Management
Nevada
$1.22M +$1.17M +6,331 New
AMIM
4397
Aull & Monroe Investment Management
Alabama
$1.21M -$42.3K -229 -4%
GWM
4398
Greenhouse Wealth Management
Connecticut
$1.21M +$1.11K +6 +0.1%
IFO
4399
Independent Family Office
New York
$1.21M +$51.7K +280 +5%
DWM
4400
Dogwood Wealth Management
Kansas
$1.2M +$1.15M +6,253 New
174 175
176
177 178