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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
4701
Renasant Bank
Mississippi
$2.37M -$97.1K -373 -4%
IG
4702
Ithaka Group
Virginia
$2.37M – – –
ITG
4703
Index Technologies Group
New York
$2.36M +$106K +406 +5%
WAG
4704
Wheelhouse Advisory Group
Missouri
$2.36M +$206K +790 +9%
FFG
4705
Floyd Financial Group
Missouri
$2.35M +$75K +288 +3%
OCM
4706
Objective Capital Management
Ohio
$2.35M +$12.2K +47 +0.5%
LWM
4707
LightSquare Wealth Management
Michigan
$2.35M +$2.41M +9,270 New
MIM
4708
Miller Investment Management
Pennsylvania
$2.35M -$19.5K -75 -0.8%
GCM
4709
Gambit Capital Management
Tennessee
$2.35M -$92.6K -356 -4%
TWD
4710
True Wealth Design
Ohio
$2.34M +$172K +661 +8%
FFWM
4711
Future Financial Wealth Management
Ohio
$2.34M -$38.5K -148 -2%
TDB
4712
Thompson David Blair
$2.34M -$475K -1,827 -17%
AWP
4713
Astra Wealth Partners
New Jersey
$2.34M -$27.8K -107 -1%
EAM
4714
Everstar Asset Management
North Carolina
$2.34M +$72.9K +280 +3%
SHWM
4715
Smith & Howard Wealth Management
Georgia
$2.32M -$112K -430 -4%
CRA
4716
Clear Retirement Advice
California
$2.32M +$1.56M +6,000 +191%
FI
4717
FinArc Investments
Massachusetts
$2.32M +$2.38M +9,139 New
SIA
4718
Sage Investment Advisers
New York
$2.32M – – –
EF
4719
Entrust Financial
Pennsylvania
$2.32M -$101K -390 -4%
VWM
4720
Vigil Wealth Management
Florida
$2.31M +$8.59K +33 +0.4%
FSA
4721
Financial Sense Advisors
California
$2.31M -$2.34K -9 -0.1%
5W
4722
5T Wealth
California
$2.31M +$61.2K +235 +3%
PPWM
4723
Premier Private Wealth Management
Florida
$2.31M -$2.6K -10 -0.1%
ES
4724
Element Squared
Minnesota
$2.31M -$1.07M -4,124 -31%
SWM
4725
Sherman Wealth Management
Maryland
$2.3M -$87.7K -337 -4%
187 188
189
190 191