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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
4876
Squire Investment Management Company
Utah
$1.6M +$104K +442 +7%
IAG
4877
Ipsen Advisor Group
Arkansas
$1.59M +$1.5M +6,357 New
SL
4878
SWMG LLC
Texas
$1.59M -$39.8K -169 -2%
APC
4879
Asset Planning Corporation
Tennessee
$1.59M +$47.1K +200 +3%
CCM
4880
Cullen Capital Management
New York
$1.59M -$23.6K -100 -2%
TR
4881
Tepp RIA
New Jersey
$1.59M +$1.49M +6,338 New
MWM
4882
Maltin Wealth Management
New Jersey
$1.59M +$322K +1,365 +27%
GVCM
4883
Global View Capital Management
Wisconsin
$1.58M +$1.53M +6,496 New
VFG
4884
Valley Financial Group
Pennsylvania
$1.58M +$7.54K +32 +0.5%
LFG
4885
Lockerman Financial Group
California
$1.58M -$13K -55 -0.9%
SOWAS
4886
Silver Oak Wealth Advisors Services
California
$1.58M +$1.49M +6,302 New
HWMT
4887
Heritage Wealth Management (Texas)
Texas
$1.58M -$88.8K -377 -6%
HCA
4888
Hyperion Capital Advisors
New York
$1.58M – – –
ACM
4889
Altrius Capital Management
North Carolina
$1.57M +$469K +1,991 +46%
BBW
4890
Blue Barn Wealth
Utah
$1.56M +$200K +848 +16%
WWM
4891
Whalen Wealth Management
Nevada
$1.56M -$2.26M -9,571 -61%
EFG
4892
Ehrlich Financial Group
California
$1.56M -$8.72K -37 -0.6%
YIM
4893
Yoffe Investment Management
Pennsylvania
$1.56M +$1.46M +6,212 New
GWM
4894
Greenhouse Wealth Management
Connecticut
$1.55M +$23.6K +100 +2%
PPW
4895
Presilium Private Wealth
Pennsylvania
$1.55M +$5.89K +25 +0.4%
LAMC
4896
Longview Asset Management (California)
California
$1.55M +$1.46M +6,201 New
PAM
4897
Pacific Asset Management
Washington
$1.55M +$1.46M +6,183 New
LFS
4898
Lutz Financial Services
Nebraska
$1.54M -$55.4K -235 -4%
AFWM
4899
AMJ Financial Wealth Management
Virginia
$1.54M -$20.5K -87 -1%
LWM
4900
Lighthouse Wealth Management
Ohio
$1.53M +$1.44M +6,129 New
194 195
196
197 198