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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
4851
Verus Wealth Management
Wisconsin
$1.65M +$1.55M +6,583 New
DWA
4852
Delta Wealth Advisors
Indiana
$1.65M -$707 -3 -0%
TDC
4853
Thompson Davis & Co
Virginia
$1.65M +$85.1K +361 +6%
KG
4854
Kilter Group
New York
$1.64M +$1.55M +6,565 New
PP
4855
PFS Partners
New Jersey
$1.64M -$11.3K -48 -0.7%
TT
4856
TI-Trust
Illinois
$1.64M -$11.8K -50 -0.8%
DFG
4857
Dynamic Financial Group
Iowa
$1.64M +$1.54M +6,535 New
PIFP
4858
Partners in Financial Planning
Virginia
$1.63M -$60.1K -255 -4%
BWA
4859
Boulder Wealth Advisors
Colorado
$1.63M -$42.7K -181 -3%
ACM
4860
Alamar Capital Management
California
$1.63M -$50.4K -214 -3%
BWS
4861
Broadway Wealth Solutions
Texas
$1.63M +$1.53M +6,502 New
MWG
4862
Martin Worley Group
Utah
$1.63M +$1.53M +6,492 New
RA
4863
Rodgers & Associates
Pennsylvania
$1.63M -$11.8K -50 -0.8%
AWA
4864
Adapt Wealth Advisors
Georgia
$1.62M +$13.4K +57 +0.9%
BAM
4865
Broyhill Asset Management
North Carolina
$1.62M +$1.53M +6,473 New
UFF
4866
USA Financial Formulas
Michigan
$1.62M -$186K -791 -11%
AFG
4867
Arkansas Financial Group
Arkansas
$1.62M -$93.8K -398 -6%
DWM
4868
David Wealth Management
Virginia
$1.62M +$1.52M +6,462 New
TFG
4869
Tilson Financial Group
New Jersey
$1.62M -$48.5K -206 -3%
LWA
4870
Lifelong Wealth Advisors
Minnesota
$1.61M +$1.52M +6,441 New
AIA
4871
Alternative Investment Advisors
Florida
$1.61M +$140K +596 +10%
RIA
4872
Retirement Investment Advisors
Oklahoma
$1.61M +$9.19K +39 +0.6%
BHWA
4873
Beacon Harbor Wealth Advisors
Virginia
$1.6M -$6.09M -25,857 -80%
NPPM
4874
North Point Portfolio Managers
Ohio
$1.6M – – –
SI
4875
Stonekeep Investments
New Mexico
$1.6M -$60.3K -256 -4%
193 194
195
196 197