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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
4376
Heritage Wealth Management (California)
California
$1.18M +$42.3K +187 +4%
FDDB
4377
Fidelity D&D Bancorp
Pennsylvania
$1.18M – – –
HTWM
4378
Hartmann Taylor Wealth Management
Texas
$1.18M +$25.1K +111 +2%
RWM
4379
RBA Wealth Management
California
$1.18M -$3.85K -17 -0.3%
DMBA
4380
Deseret Mutual Benefit Administrators
Utah
$1.18M +$48.9K +216 +4%
FB
4381
Finward Bancorp
Indiana
$1.18M +$13.1K +58 +1%
OAS
4382
Optivise Advisory Services
Tennessee
$1.17M +$160K +706 +15%
AGDI
4383
Absolute Gestao de Investimentos
Brazil
$1.17M -$453K -2,000 -27%
SC
4384
Seldon Capital
California
$1.17M – – –
KWA
4385
Kondo Wealth Advisors
California
$1.17M -$11.1K -49 -0.9%
OPWM
4386
Oregon Pacific Wealth Management
Oregon
$1.16M +$31.2K +138 +3%
GC
4387
Guidance Capital
Kentucky
$1.16M -$12.7K -56 -1%
TWA
4388
Talisman Wealth Advisors
New Jersey
$1.16M +$11.8K +52 +1%
AFGAS
4389
Allegiance Financial Group Advisory Services
Virginia
$1.16M +$615K +2,716 +105%
RCM
4390
RMR Capital Management
California
$1.16M – – –
CWM
4391
Copia Wealth Management
Oregon
$1.16M +$41.6K +184 +4%
RCM
4392
Requisite Capital Management
Texas
$1.16M +$648K +2,864 +118%
RTL
4393
Red Tortoise LLC
Georgia
$1.16M +$108K +476 +10%
CSF
4394
Capital Squared Financial
Maryland
$1.15M +$495K +2,189 +71%
WN
4395
Williams & Novak
California
$1.15M -$112K -493 -9%
SHFA
4396
SC&H Financial Advisors
Maryland
$1.15M -$72.2K -319 -6%
VDI
4397
Vaughan David Investments
Illinois
$1.15M +$105K +465 +10%
SWG
4398
Summit Wealth Group
Vermont
$1.15M -$12.7K -56 -1%
EPA
4399
Element Pointe Advisors
Florida
$1.15M +$215K +952 +22%
HOWA
4400
Heritage Oak Wealth Advisors
Florida
$1.15M +$293K +1,293 +33%
174 175
176
177 178