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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
5251
WJ Wealth Management
Arizona
$1.47M +$10.6K +37 +0.7%
CG
5252
Cynosure Group
Utah
$1.47M -$686K -2,397 -32%
PAM
5253
Prodigy Asset Management
Nebraska
$1.47M – – –
BH
5254
Burk Holdings
Oklahoma
$1.47M -$38.3K -134 -3%
AWM
5255
Aureum Wealth Management
Florida
$1.47M +$48.6K +170 +3%
TBFA
5256
Three Bearings Fiduciary Advisors
New Hampshire
$1.46M -$18.6K -65 -1%
CCA
5257
Catalyst Capital Advisors
New York
$1.46M -$271K -946 -16%
MRI
5258
Mad River Investors
Massachusetts
$1.46M -$14.3K -50 -1%
SAS
5259
Spurstone Advisory Services
Connecticut
$1.46M -$19.2K -67 -1%
SWR
5260
Spahn Wealth & Retirement
Arizona
$1.45M -$4.92M -17,186 -77%
OKSA
5261
O'Keefe Stevens Advisory
New York
$1.45M +$286 +1 +0%
WFA
5262
Websterrogers Financial Advisors
South Carolina
$1.45M -$108K -379 -7%
RCM
5263
RMR Capital Management
California
$1.45M -$297K -1,040 -17%
SWTS
5264
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.45M +$87.8K +307 +7%
AC
5265
Avant Capital
Louisiana
$1.45M +$30.3K +106 +2%
LG
5266
Lane Generational
Massachusetts
$1.44M – – –
TP
5267
Trailhead Planners
Minnesota
$1.44M -$496K -1,733 -26%
JIC
5268
JRM Investment Counsel
Nebraska
$1.44M -$177K -620 -11%
SHFG
5269
S Harris Financial Group
Texas
$1.44M +$116K +406 +9%
AWA
5270
Asempa Wealth Advisors
Louisiana
$1.43M -$3.72K -13 -0.3%
HA
5271
HC Advisors
Georgia
$1.43M -$173K -604 -11%
PIM
5272
Parker Investment Management
California
$1.43M -$139K -486 -9%
DO
5273
denkapparat Operations
Germany
$1.43M -$412K -1,442 -23%
SJGA
5274
Stephen J. Garry & Associates
New York
$1.42M -$56.9K -199 -4%
TFS
5275
truNorth Financial Services
Pennsylvania
$1.42M +$165K +576 +13%
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