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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
3826
Compass Financial Group (South Dakota)
South Dakota
$321K -$1.64K -17 -0.5%
LFS
3827
Lutz Financial Services
Nebraska
$321K +$2.03K +21 +0.7%
HC
3828
Hoese & Co
Minnesota
$320K -$21.3K -220 -6%
TWM
3829
TMD Wealth Management
Arizona
$320K +$299K +3,099 New
BHWM
3830
Beaird Harris Wealth Management
Texas
$320K -$167K -1,724 -36%
GWM
3831
Gitterman Wealth Management
New Jersey
$319K – – –
TWP
3832
Tower Wealth Partners
Pennsylvania
$319K +$10.4K +108 +4%
FWM
3833
FMB Wealth Management
California
$318K -$64.5K -668 -18%
2L
3834
25 LLC
Missouri
$317K +$290K +2,998 New
CCP
3835
Cassia Capital Partners
North Carolina
$317K -$47.7K -494 -14%
LWMNY
3836
Landmark Wealth Management (New York)
New York
$317K +$28.6K +296 +11%
MWPCG
3837
Measured Wealth Private Client Group
New Hampshire
$316K -$14.5K -150 -5%
ACA
3838
Anchor Capital Advisors
Massachusetts
$316K – – –
RWMH
3839
Riverpoint Wealth Management Holdings
Illinois
$315K +$235K +2,433 +392%
CW
3840
Cook Wealth
North Carolina
$315K -$16.6K -172 -6%
CWA
3841
Centennial Wealth Advisory
Michigan
$315K +$28K +290 +11%
BWA
3842
BlueSky Wealth Advisors
North Carolina
$315K +$27.7K +287 +10%
CWM
3843
Cranbrook Wealth Management
Michigan
$315K +$124K +1,280 +72%
OPWM
3844
Oakwell Private Wealth Management
Texas
$314K – – –
SLA
3845
Silver Lake Advisory
Utah
$314K +$294K +3,040 New
BWM
3846
BCS Wealth Management
Tennessee
$314K -$692K -7,160 -70%
PWM
3847
Penobscot Wealth Management
Maine
$314K +$23.3K +241 +9%
CWM
3848
Compass Wealth Management
Connecticut
$312K -$70.5K -730 -19%
HPM
3849
Hudson Portfolio Management
New York
$312K +$31.4K +325 +12%
LIG
3850
Lokken Investment Group
Delaware
$311K +$4.73K +49 +2%
152 153
154
155 156