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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4176
Collaborative Wealth Management
Florida
$1.46M -$5.93K -29 -0.4%
PFW
4177
Petros Family Wealth
Minnesota
$1.45M +$1.35M +6,611 New
LFGO
4178
Legacy Financial Group (Oklahoma)
Oklahoma
$1.45M +$80.6K +394 +6%
BCG
4179
Bravias Capital Group
New Jersey
$1.44M +$1.24M +6,070 New
IP
4180
Investment Partners
Ohio
$1.44M -$14.3K -70 -1%
MA
4181
Maxele Advisors
Missouri
$1.44M +$1.34M +6,559 New
CCA
4182
Coign Capital Advisors
Utah
$1.44M +$1.34M +6,551 New
FFG
4183
Fortress Financial Group
Minnesota
$1.43M +$1.33M +6,512 New
MMC
4184
Mizuho Markets Cayman
Cayman Islands
$1.43M +$400K +1,956 +43%
VIPI
4185
Vista Investment Partners II
Indiana
$1.43M +$1.33M +6,510 New
WF
4186
Womack Financial
Texas
$1.43M +$1.33M +6,510 New
MMHP
4187
Murphy Middleton Hinkle & Parker
Georgia
$1.42M +$11.9K +58 +0.9%
IPW
4188
Impact Partnership Wealth
Georgia
$1.42M -$3.24M -15,844 -71%
LFA
4189
Lauterbach Financial Advisors
Texas
$1.42M – – –
LA
4190
Lifeworks Advisors
Michigan
$1.42M +$185K +902 +16%
FS
4191
Ferguson Shapiro
Georgia
$1.42M +$37.8K +185 +3%
DJYG
4192
David J. Yvars Group
Florida
$1.42M -$46.2K -226 -3%
GIA
4193
GHP Investment Advisors
Colorado
$1.42M +$86.3K +422 +7%
PHWM
4194
Pine Harbor Wealth Management
Maryland
$1.41M -$73.7K -360 -5%
LL
4195
LPWM LLC
Minnesota
$1.41M – – –
HC
4196
Hara Capital
Washington
$1.41M – – –
VC
4197
Veery Capital
Delaware
$1.41M +$97.2K +475 +8%
HPBT
4198
Hickory Point Bank & Trust
Illinois
$1.41M +$1.32M +6,435 New
SF
4199
Seros Financial
Arizona
$1.41M +$1.49M +7,301 New
FPWM
4200
FSB Premier Wealth Management
Iowa
$1.41M +$59.3K +290 +5%
166 167
168
169 170