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Name Holding Trade Value Shares
Change 		Change in
Stake
MHFA
5001
Mission Hills Financial Advisory
California
$1.93M +$42.3K +148 +2%
TT
5002
TI-Trust
Illinois
$1.93M +$30K +105 +2%
RWM
5003
Reston Wealth Management
Virginia
$1.93M -$43.5K -152 -2%
MW
5004
Marrick Wealth
California
$1.93M +$14.9K +52 +0.8%
BGA
5005
Battery Global Advisors
Massachusetts
$1.93M +$858 +3 +0%
SWM
5006
Stonebridge Wealth Management
Illinois
$1.92M -$134K -470 -7%
CPCP
5007
Cedar Point Capital Partners
Iowa
$1.92M -$4K -14 -0.2%
FF
5008
Financial Futures
New Jersey
$1.92M -$57.8K -202 -3%
G
5009
Gainplan
Michigan
$1.92M +$58.6K +205 +3%
DFCM
5010
Dark Forest Capital Management
Puerto Rico
$1.92M -$5.53M -19,320 -74%
R
5011
Rebalance
California
$1.91M +$12K +42 +0.6%
FA
5012
Fortis Advisors
Pennsylvania
$1.91M +$40K +140 +2%
PPWM
5013
PFG Private Wealth Management
Florida
$1.91M +$150K +524 +9%
CCA
5014
Cooper Capital Advisors
California
$1.91M – – –
SWA
5015
Sightline Wealth Advisors
Connecticut
$1.91M +$240K +839 +15%
KA
5016
Kure Advisory
Minnesota
$1.91M -$48.1K -168 -2%
CAG
5017
Carroll Advisory Group
Texas
$1.91M -$116K -406 -6%
HWM
5018
HFG Wealth Management
Texas
$1.91M -$980K -3,426 -34%
AWMI
5019
Aegis Wealth Management (Iowa)
Iowa
$1.91M +$214K +748 +13%
JWM
5020
JDH Wealth Management
California
$1.9M +$103K +359 +6%
FCU
5021
Financial Concepts Unlimited
Maine
$1.9M -$351K -1,227 -16%
RBC
5022
Roble Belko & Company
Pennsylvania
$1.9M +$280K +980 +18%
BWM
5023
Benson Wealth Management
Tennessee
$1.89M +$547K +1,912 +41%
CRA
5024
Clear Retirement Advice
California
$1.89M -$750K -2,622 -29%
LWM
5025
Lionsbridge Wealth Management
Florida
$1.89M -$99K -346 -5%
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201
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