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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
5451
Formulate Financial
Florida
$1.08M – – –
NFS
5452
NewCorp Financial Services
Georgia
$1.08M -$50.3K -176 -5%
CW
5453
Cooksen Wealth
Texas
$1.07M – – –
GWA
5454
Gutierrez Wealth Advisory
Arkansas
$1.07M +$13.7K +48 +1%
SWIA
5455
Solano Wealth Investment Advisors
California
$1.07M – – –
WH
5456
Whitcomb & Hess
Ohio
$1.06M +$572 +2 +0.1%
GFG
5457
Genesis Financial Group
New Jersey
$1.06M -$42.9K -150 -4%
ICM
5458
Ionic Capital Management
New York
$1.06M – – –
NL
5459
NDWM LLC
California
$1.06M +$37.5K +131 +4%
LEFP
5460
Leading Edge Financial Planning
Tennessee
$1.05M +$99.8K +349 +11%
CAM
5461
Cobblestone Asset Management
Virginia
$1.05M -$1.46M -5,089 -58%
CLP
5462
Charis Legacy Partners
Texas
$1.05M -$31.5K -110 -3%
CWA
5463
Continuum Wealth Advisors
New York
$1.05M +$137K +480 +15%
GCWM
5464
Graham Capital Wealth Management
District of Columbia
$1.05M -$54.9K -192 -5%
HSWS
5465
Higgins & Schmidt Wealth Strategies
Colorado
$1.05M +$7.15K +25 +0.7%
GF
5466
Gimbal Financial
Indiana
$1.05M +$1.03M +3,614 New
SBCM
5467
Silverberg Bernstein Capital Management
New York
$1.04M – – –
JE
5468
Jacobs Equity
Utah
$1.04M +$241K +842 +31%
SHFC
5469
Safe Harbor Family Capital
North Carolina
$1.04M -$178K -624 -15%
PCM
5470
Prelude Capital Management
New York
$1.04M -$1.23M -4,303 -55%
GT
5471
GreatBanc Trust
Illinois
$1.04M +$5.72K +20 +0.6%
SLT
5472
St Louis Trust
Missouri
$1.03M – – –
DHC
5473
Drum Hill Capital
Connecticut
$1.03M +$29.5K +103 +3%
LL
5474
LPWM LLC
Minnesota
$1.03M -$36.9K -129 -3%
LG
5475
LAM Group
Oregon
$1.03M +$25.7K +90 +3%
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219
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