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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
4501
RHS Financial
California
$1.81M -$67.2K -333 -4%
KPWM
4502
KDK Private Wealth Management
Texas
$1.81M +$128K +634 +8%
TAM
4503
TCP Asset Management
Ohio
$1.81M -$20K -99 -1%
CFP
4504
Cypress Financial Planning
New Jersey
$1.81M +$6.06K +30 +0.3%
DI
4505
Disciplined Investments
Oklahoma
$1.81M -$11.9K -59 -0.7%
OWM
4506
OneAscent Wealth Management
Alabama
$1.81M +$274K +1,358 +18%
MI
4507
Motiv8 Investments
Florida
$1.8M +$108K +534 +6%
TC
4508
TAGStone Capital
North Carolina
$1.8M +$566K +2,802 +56%
DA
4509
DCF Advisers
Connecticut
$1.8M +$151K +750 +9%
FAC
4510
Financial Advisory Corporation
Michigan
$1.79M -$75.3K -373 -4%
FA
4511
FSA Advisors
Michigan
$1.79M -$86.4K -428 -5%
FIC
4512
Family Investment Center
Missouri
$1.79M +$187K +924 +12%
BWM
4513
Base Wealth Management
Florida
$1.79M +$78.4K +388 +5%
NLWP
4514
Next Level Wealth Planning
Idaho
$1.79M +$46.2K +229 +3%
PIM
4515
Parker Investment Management
California
$1.79M -$2.83K -14 -0.2%
OLA
4516
Oliver Luxxe Assets
New Jersey
$1.79M -$235K -1,165 -12%
EPW
4517
Endeavor Private Wealth
Kansas
$1.78M -$11.7K -58 -0.7%
FWM
4518
FMA Wealth Management
Massachusetts
$1.78M -$117K -580 -6%
HFS
4519
Hughes Financial Services
Virginia
$1.78M +$357K +1,770 +27%
CCP
4520
Cunning Capital Partners
North Carolina
$1.77M – – –
GK
4521
Graney & King
New York
$1.77M -$13.3K -66 -0.8%
RSS
4522
Rosenblum Silverman Sutton
California
$1.77M -$41.4K -205 -2%
BOC
4523
Blue Oak Capital
California
$1.77M +$762K +3,771 +78%
KTM
4524
Keeler Thomas Management
Utah
$1.77M -$1.65M -8,156 -49%
GC
4525
Grange Capital
Oregon
$1.77M -$7.47K -37 -0.4%
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