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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3051
Whalen Wealth Management
Nevada
$2.13M +$1.96M +14,015 New
HBWM
3052
Hollow Brook Wealth Management
New York
$2.13M – – –
SSCM
3053
Spectrum Strategic Capital Management
Oregon
$2.13M +$1.96M +13,994 New
RG
3054
Retirement Group
California
$2.12M -$28.7K -205 -1%
SCA
3055
Sandy Cove Advisors
Massachusetts
$2.12M +$114K +811 +6%
NL
3056
Navalign LLC
California
$2.12M -$271K -1,935 -12%
IFA
3057
Index Fund Advisors
California
$2.11M +$44.9K +320 +2%
BW
3058
BIP Wealth
Georgia
$2.11M +$156K +1,116 +9%
MGIU
3059
M&G Investments (USA)
Illinois
$2.11M +$1.94M +13,863 New
CC
3060
Copperleaf Capital
North Carolina
$2.11M -$116K -830 -6%
CRI
3061
Colonial River Investments
Virginia
$2.11M +$111K +789 +6%
GCP
3062
Garda Capital Partners
Minnesota
$2.1M +$1.94M +13,833 New
HP
3063
Holistic Planning
Texas
$2.1M +$1.94M +13,824 New
FI
3064
FWG Investments
Kentucky
$2.1M +$1.94M +13,821 New
JCM
3065
Jacobsen Capital Management
Utah
$2.1M +$64.6K +461 +3%
SCM
3066
Spreng Capital Management
Ohio
$2.09M +$326K +2,328 +20%
AWM
3067
Atticus Wealth Management
Florida
$2.09M +$32.7K +233 +2%
SIA
3068
SkyView Investment Advisors
New Jersey
$2.09M +$134K +958 +7%
OFA
3069
Oak Family Advisors
Illinois
$2.09M +$1.28M +9,130 +197%
WFA
3070
Wellspring Financial Advisors
Ohio
$2.09M +$207K +1,474 +12%
M1FG
3071
Mach-1 Financial Group
Arkansas
$2.09M -$824K -5,881 -30%
SRSA
3072
S.R. Schill & Associates
Washington
$2.09M -$512K -3,653 -21%
RWI
3073
Red Wave Investments
Pennsylvania
$2.09M +$608K +4,337 +46%
CM
3074
Crestline Management
Texas
$2.09M -$740K -5,277 -28%
BFA
3075
Beacon Financial Advisory
Ohio
$2.08M +$74.6K +532 +4%
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