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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
5026
Forge Financial Services
Oklahoma
$484K +$424K +2,072 New
T
5027
TrueFG
Texas
$483K +$140K +686 +45%
TF
5028
Theory Financial
Colorado
$482K -$9.21K -45 -2%
OFS
5029
Oldfather Financial Services
Nebraska
$482K -$8.59K -42 -2%
AWM
5030
Allen Wealth Management
North Carolina
$481K +$4.71K +23 +1%
CFG
5031
Clayton Financial Group
Missouri
$477K +$5.93K +29 +1%
RRWA
5032
Rainey & Randall Wealth Advisors
Florida
$475K +$15.1K +74 +4%
GWA
5033
Genesis Wealth Advisors
Massachusetts
$474K +$442K +2,160 New
FFA
5034
Frazier Financial Advisors
Ohio
$473K -$59.5K -291 -12%
SFP
5035
Sterling Financial Planning
New Jersey
$471K -$193K -943 -31%
IAM
5036
Impact Asset Management
$471K -$411K -2,009 -48%
CAM
5037
Campion Asset Management
Virginia
$471K – – –
FFL
5038
Financial Freedom LLC
Ohio
$470K -$27.2K -133 -6%
EC
5039
EntryPoint Capital
New York
$470K +$119K +584 +37%
ST
5040
Somerset Trust
Pennsylvania
$470K -$3.48K -17 -0.8%
SCM
5041
Sollinda Capital Management
Florida
$470K -$21.7K -106 -5%
LG
5042
LAM Group
Oregon
$469K – – –
EFG
5043
Elios Financial Group
Ohio
$469K +$90.6K +443 +26%
RWM
5044
Raffa Wealth Management
District of Columbia
$469K +$36.2K +177 +9%
BWM
5045
BKM Wealth Management
Wisconsin
$469K +$73.7K +360 +20%
TWM
5046
TSA Wealth Management
Texas
$468K +$10.6K +52 +3%
FA
5047
Faithward Advisors
Pennsylvania
$468K +$89K +435 +26%
BIS
5048
BG Investment Services
Guam
$467K +$435K +2,128 New
CCM
5049
Cambridge Capital Management
Illinois
$467K +$8.18K +40 +2%
GCM
5050
Gallacher Capital Management
Colorado
$467K -$4.5K -22 -1%
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202
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