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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
4451
Altiora Financial Group
Ohio
$1.52M – – –
SMG
4452
Smart Money Group
Texas
$1.51M +$55.8K +250 +4%
TFA
4453
TPG Financial Advisors
Oregon
$1.51M +$43.5K +195 +3%
BFP
4454
Briaud Financial Planning
Texas
$1.5M – – –
CCM
4455
Cullen Capital Management
New York
$1.5M – – –
AWA
4456
Adapt Wealth Advisors
Georgia
$1.5M +$19.4K +87 +1%
SP
4457
Sequent Planning
Nebraska
$1.5M -$5.36K -24 -0.4%
AFS
4458
Annapolis Financial Services
Maryland
$1.49M +$6.7K +30 +0.5%
NPPM
4459
North Point Portfolio Managers
Ohio
$1.49M – – –
LFS
4460
Lutz Financial Services
Nebraska
$1.49M +$77K +345 +6%
RIA
4461
Retirement Investment Advisors
Oklahoma
$1.49M -$4.91K -22 -0.3%
LFG
4462
Lockerman Financial Group
California
$1.48M +$69.5K +311 +5%
HCA
4463
Hyperion Capital Advisors
New York
$1.47M – – –
VFG
4464
Valley Financial Group
Pennsylvania
$1.46M +$223 +1 +0%
GRQ
4465
Gardner Russo & Quinn
Pennsylvania
$1.46M -$117K -525 -8%
BPWM
4466
Black Point Wealth Management
Florida
$1.46M -$515K -2,308 -27%
EFG
4467
Ehrlich Financial Group
California
$1.46M +$3.13K +14 +0.2%
AFP
4468
Alpha Financial Partners
Kentucky
$1.46M +$111K +498 +9%
HSWS
4469
Higgins & Schmidt Wealth Strategies
Colorado
$1.46M -$30.8K -138 -2%
AFWM
4470
AMJ Financial Wealth Management
Virginia
$1.45M -$85.1K -381 -6%
TWD
4471
True Wealth Design
Ohio
$1.45M -$802K -3,591 -37%
HFA
4472
Highland Financial Advisors
New Jersey
$1.45M -$88.4K -396 -6%
FIBT
4473
First International Bank & Trust
North Dakota
$1.45M +$102K +458 +8%
MWM
4474
MorganRosel Wealth Management
Colorado
$1.45M +$1.12K +5 +0.1%
TDC
4475
Thompson Davis & Co
Virginia
$1.45M -$18.5K -83 -1%
177 178
179
180 181