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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
5026
Kure Advisory
Minnesota
$1.72M +$63.8K +245 +4%
VWWMG
5027
Vermillion & White Wealth Management Group
Pennsylvania
$1.71M +$50.7K +195 +3%
TM
5028
Taproot Management
New York
$1.71M +$1.76M +6,749 New
AA
5029
Advisory Advocates
Michigan
$1.71M -$30.4K -117 -2%
SGC
5030
Slocum, Gordon & Co
Rhode Island
$1.71M -$57.3K -220 -3%
TP
5031
Trailhead Planners
Minnesota
$1.7M -$62.7K -241 -3%
PWMG
5032
Pioneer Wealth Management Group
Texas
$1.7M -$490K -1,883 -22%
PF
5033
Prota Financial
Texas
$1.7M +$21.6K +83 +1%
ICCON
5034
Investment Counsel Company of Nevada
Nevada
$1.7M – – –
PSC
5035
Prentiss Smith & Co
Vermont
$1.69M – – –
CPCP
5036
Cedar Point Capital Partners
Iowa
$1.69M -$6.25K -24 -0.4%
BGA
5037
Battery Global Advisors
Massachusetts
$1.69M -$155K -595 -8%
AZ
5038
Alpha Zero
Florida
$1.68M +$145K +558 +9%
MW
5039
Marrick Wealth
California
$1.68M -$12K -46 -0.7%
SOWAS
5040
Silver Oak Wealth Advisors Services
California
$1.68M -$7.29K -28 -0.4%
CCA
5041
Cooper Capital Advisors
California
$1.67M -$3.38K -13 -0.2%
TT
5042
TI-Trust
Illinois
$1.67M – – –
R
5043
Rebalance
California
$1.67M -$1.02M -3,917 -37%
GHI
5044
Gross & Hartman Investments
Pennsylvania
$1.67M +$16.7K +64 +1%
OWCM
5045
One Wealth Capital Management
Arizona
$1.67M -$20.6K -79 -1%
HA
5046
Hegarty Advisors
New York
$1.66M +$1.71M +6,553 New
MHFA
5047
Mission Hills Financial Advisory
California
$1.66M +$208K +800 +14%
PIS
5048
POM Investment Strategies
North Carolina
$1.66M -$44.8K -172 -3%
CTC
5049
Corundum Trust Company
South Dakota
$1.65M +$84.1K +323 +5%
SIC
5050
Schwartz Investment Counsel
Michigan
$1.65M -$130K -500 -7%
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