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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1801
San Luis Wealth Advisors
California
$485K +$50.8K +315 +12%
GL
1802
Gerber LLC
Ohio
$484K +$40.7K +252 +9%
RWI
1803
Red Wave Investments
Pennsylvania
$483K +$3.87K +24 +0.8%
OFS
1804
OneAscent Financial Services
Alabama
$482K -$537K -3,325 -53%
PGF
1805
Plan Group Financial
Oklahoma
$481K +$211K +1,305 +78%
TM
1806
TigerOak Management
New Mexico
$480K -$6.46K -40 -1%
RFA
1807
Register Financial Advisors
Georgia
$480K +$16.1K +100 +3%
AIM
1808
Aspen Investment Management
Michigan
$477K +$476K +2,951 New
CAM
1809
Cozad Asset Management
Illinois
$476K -$24.2K -150 -5%
PHIC
1810
Pine Haven Investment Counsel
Massachusetts
$476K +$41.6K +258 +10%
LWL
1811
Leo Wealth LLC
Texas
$475K -$366K -2,270 -44%
SF
1812
Symphony Financial
Texas
$475K +$23.9K +148 +5%
ATFA
1813
All Terrain Financial Advisors
Minnesota
$475K +$18.4K +114 +4%
TWM
1814
Trueblood Wealth Management
Ohio
$473K -$36.8K -228 -7%
USWIA
1815
UP Strategic Wealth Investment Advisors
Pennsylvania
$472K – – –
FC
1816
Fusion Capital
South Carolina
$472K -$21.9K -136 -7%
SBF
1817
Sara-Bay Financial
Florida
$471K +$2.26K +14 +0.5%
SFG
1818
Shum Financial Group
California
$471K +$470K +2,913 New
SFG
1819
Seamount Financial Group
Colorado
$470K – – –
CC
1820
Cadinha & Co
Hawaii
$470K -$7.26K -45 -2%
SFC
1821
SYM Financial Corp
Indiana
$466K +$46.8K +290 +11%
GCM
1822
Graham Capital Management
Connecticut
$465K +$464K +2,877 New
OWM
1823
Opes Wealth Management
California
$465K +$24.2K +150 +6%
HG
1824
Harbor Group
New Hampshire
$464K – – –
FI
1825
Financial Insights
Washington
$463K +$95.5K +592 +26%
71 72
73
74 75