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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
4151
VCI Wealth Management
Missouri
$543K +$501K +3,575 New
TFA
4152
TPG Financial Advisors
Oregon
$543K +$511K +3,642 New
SFP
4153
Sterling Financial Planning
New Jersey
$539K -$42.1K -300 -8%
AWA
4154
Aquire Wealth Advisors
Utah
$537K – – –
GWAM
4155
Guardian Wealth Advisors (Minnesota)
Minnesota
$535K +$17K +121 +4%
GPWA
4156
Great Point Wealth Advisors
Massachusetts
$534K +$5.61K +40 +1%
DC
4157
Diametric Capital
Massachusetts
$533K -$735K -5,243 -60%
3F
4158
360 Financial
Minnesota
$532K +$244K +1,740 +99%
ASGS
4159
Alpha Square Group S
New York
$532K +$42.1K +300 +9%
AFS
4160
Annapolis Financial Services
Maryland
$532K -$2.8K -20 -0.6%
HMS
4161
Hanseatic Management Services
New Mexico
$531K -$25.8K -184 -5%
FAM
4162
Forte Asset Management
New York
$530K -$4.21K -30 -0.9%
CIG
4163
Cairn Investment Group
Washington
$530K +$126K +900 +35%
SMF
4164
Sterling Manor Financial
New York
$529K -$18.2K -130 -4%
WFMPM
4165
Woodley Farra Manion Portfolio Management
Indiana
$529K -$89K -635 -15%
2L
4166
25 LLC
Missouri
$528K +$50.5K +360 +12%
RCM
4167
Rain Capital Management
Oregon
$528K -$3.92K -28 -0.8%
FWM
4168
FMB Wealth Management
California
$527K +$4.35K +31 +0.9%
VI
4169
VanderPol Investments
Michigan
$526K +$486K +3,465 New
HR
4170
Hardy Reed
Mississippi
$526K +$183K +1,304 +60%
WP
4171
Wealthspan Partners
Iowa
$526K +$2.1K +15 +0.4%
CAC
4172
Core Alternative Capital
Georgia
$525K -$388K -2,766 -44%
PP
4173
PrairieView Partners
Minnesota
$525K -$70.1K -500 -13%
FCMT
4174
Founders Capital Management (Texas)
Texas
$523K -$10.4K -74 -2%
WA
4175
WESPAC Advisors
California
$521K +$55.4K +395 +13%
165 166
167
168 169