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Name Holding Trade Value Shares
Change 		Change in
Stake
RH
4351
RFG Holdings
Texas
$408K +$101K +724 +37%
EFG
4352
Ehrlich Financial Group
California
$407K +$376K +2,681 New
PBF
4353
Petix & Botte Financial
California
$407K – – –
LIG
4354
Lokken Investment Group
Delaware
$407K -$22.4K -160 -6%
DSA
4355
Droms Strauss Advisors
Missouri
$407K -$481K -3,429 -56%
FPWM
4356
FSB Premier Wealth Management
Iowa
$406K +$97.6K +696 +35%
OWM
4357
Orgel Wealth Management
Wisconsin
$406K -$2.24K -16 -0.6%
HSWS
4358
Higgins & Schmidt Wealth Strategies
Colorado
$405K +$374K +2,666 New
KSWWM
4359
Keyes Stange & Wooten Wealth Management
Florida
$405K +$374K +2,665 New
AWM
4360
Absher Wealth Management
North Carolina
$405K -$6.45K -46 -2%
GWM
4361
Gitterman Wealth Management
New Jersey
$404K – – –
PWM
4362
Penobscot Wealth Management
Maine
$403K -$1.4K -10 -0.4%
TCB
4363
Texas Capital Bancshares
Texas
$403K -$561 -4 -0.2%
WN
4364
Williams & Novak
California
$403K +$371K +2,650 New
PSIWM
4365
Paradigm Strategies in Wealth Management
Minnesota
$402K -$128K -914 -26%
TF
4366
Theory Financial
Colorado
$401K -$2.8K -20 -0.8%
CA
4367
Claris Advisors
Missouri
$401K – – –
SW
4368
Schulz Wealth
Texas
$398K +$367K +2,620 New
FP
4369
Foundry Partners
Minnesota
$397K +$63.1K +450 +21%
IFA
4370
Interactive Financial Advisors
Illinois
$396K +$677K +4,826 New
FAM
4371
Frontier Asset Management
Wyoming
$396K – – –
TFP
4372
Traction Financial Partners
Wyoming
$395K +$365K +2,602 New
MSA
4373
McAlister Sweet & Associates
Texas
$395K -$58.9K -420 -14%
MAM
4374
McCarthy Asset Management
California
$395K – – –
KS
4375
Karpas Strategies
Connecticut
$394K +$123K +880 +51%
173 174
175
176 177