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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4501
Conservest Capital Advisors
Pennsylvania
$1.5M +$27K +118 +2%
VBFP
4502
Valtinson Bruner Financial Planning
Minnesota
$1.5M -$20.8K -91 -1%
MMHP
4503
Murphy Middleton Hinkle & Parker
Georgia
$1.5M -$7.55K -33 -0.5%
UFA
4504
Unify Financial Advisors
Florida
$1.5M +$1.48M +6,481 New
GC
4505
GatePass Capital
Ohio
$1.5M +$212K +928 +17%
CWA
4506
CJM Wealth Advisers
Virginia
$1.5M -$9.61K -42 -0.6%
MWA
4507
Merkkuri Wealth Advisors
New York
$1.49M +$51K +223 +4%
TMC
4508
Themes Management Co
Connecticut
$1.49M +$1.47M +6,439 New
SWM
4509
Steinberganna Wealth Management
New York
$1.49M -$104K -455 -7%
CGFA
4510
Colton Groome Financial Advisors
North Carolina
$1.48M +$190K +832 +15%
FFC
4511
Frederick Financial Consultants
Maryland
$1.48M +$300K +1,313 +26%
CCP
4512
Cassia Capital Partners
North Carolina
$1.48M -$47.6K -208 -3%
AAA
4513
AG Asset Advisory
California
$1.48M +$229K +1,000 +19%
LCOV
4514
London Company of Virginia
Virginia
$1.48M – – –
AFGAS
4515
Allegiance Financial Group Advisory Services
Virginia
$1.48M +$253K +1,105 +21%
CA
4516
CWC Advisors
Oregon
$1.48M +$54.7K +239 +4%
WC
4517
Weil Company
California
$1.47M -$295K -1,288 -17%
LHWM
4518
Lake Hills Wealth Management
Texas
$1.47M -$316K -1,383 -18%
OFS
4519
Opus Financial Solutions
Illinois
$1.47M +$1.46M +6,382 New
BHWM
4520
Beaird Harris Wealth Management
Texas
$1.47M -$264K -1,155 -15%
BI
4521
Breachway Investments
Rhode Island
$1.47M +$1.46M +6,365 New
DAC
4522
Dividend Assets Capital
South Carolina
$1.47M – – –
RLIM
4523
Red Lighthouse Investment Management
New York
$1.47M +$9.61K +42 +0.7%
FPF
4524
First Pacific Financial
Washington
$1.47M -$162K -709 -10%
OFS
4525
Oldfather Financial Services
Nebraska
$1.46M +$655K +2,864 +82%
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181
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