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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
4926
GoalFusion Wealth Management
Texas
$1.47M -$67.2K -285 -5%
GC
4927
Guidance Capital
Kentucky
$1.46M +$222K +942 +17%
BIG
4928
Bush Investment Group
Georgia
$1.46M – – –
RTL
4929
Red Tortoise LLC
Georgia
$1.46M – – –
TWP
4930
Total Wealth Planning
Ohio
$1.46M +$140K +594 +11%
HPC
4931
Hobart Private Capital
North Carolina
$1.46M +$270K +1,145 +24%
GRQ
4932
Gardner Russo & Quinn
Pennsylvania
$1.45M -$111K -470 -7%
ELM
4933
Elite Life Management
Florida
$1.45M +$19.1K +81 +1%
HWA
4934
Hilltop Wealth Advisors
North Carolina
$1.45M +$42.9K +182 +3%
YAL
4935
Your Advocates Ltd
Texas
$1.44M +$2.12K +9 +0.2%
DW
4936
Durante & Waters
New York
$1.44M – – –
VF
4937
Vista Finance
Missouri
$1.44M -$9.19K -39 -0.7%
CFG
4938
Compton Financial Group
Maryland
$1.44M +$72.8K +309 +6%
VH
4939
Visionary Horizons
Tennessee
$1.44M +$148K +628 +12%
ACA
4940
Ackerman Capital Advisors
Texas
$1.44M – – –
SFP
4941
Strategic Financial Partners
Oregon
$1.44M +$400K +1,697 +42%
VW
4942
Veridan Wealth
Oregon
$1.44M +$1.49M +6,308 New
ACM
4943
Adalta Capital Management
New York
$1.44M – – –
AWA
4944
Aquire Wealth Advisors
Utah
$1.43M +$14.1K +60 +1%
PA
4945
Prism Advisors
California
$1.43M -$43.4K -184 -3%
FFIC
4946
First Fiduciary Investment Counsel
Ohio
$1.43M +$36.3K +154 +3%
HWM
4947
Hobbs Wealth Management
Indiana
$1.43M +$1.35M +5,707 New
WCP
4948
Welch Capital Partners
New York
$1.42M -$18.4K -78 -1%
PRI
4949
Prepared Retirement Institute
Pennsylvania
$1.42M -$349K -1,479 -21%
BPWM
4950
Black Point Wealth Management
Florida
$1.42M -$141K -600 -10%
196 197
198
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