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Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
5251
Ariston Services Group
California
$710K +$748K +2,978 New
BFS
5252
Boyer Financial Services
California
$709K -$41.9K -167 -5%
RIM
5253
RW Investment Management
Idaho
$708K -$123K -491 -14%
BFP
5254
Beacon Financial Planning
Massachusetts
$707K +$45.7K +182 +7%
BO
5255
Bank OZK
Arkansas
$706K +$1K +4 +0.1%
PIA
5256
Polaris Investment Advisors
Massachusetts
$705K – – –
PFA
5257
Pathway Financial Advisors
Vermont
$705K +$123K +491 +20%
BCA
5258
Bay Capital Advisors
Virginia
$705K -$6.78K -27 -0.9%
SWR
5259
Spahn Wealth & Retirement
Arizona
$704K -$5.51M -21,935 -88%
SAM
5260
Steinberg Asset Management
New York
$703K +$251 +1 +0%
CP
5261
Capital Planning
Washington
$703K +$156K +620 +27%
TFG
5262
Tull Financial Group
Virginia
$703K +$33.1K +132 +5%
FI
5263
FWG Investments
Kentucky
$702K -$15.8K -63 -2%
PF
5264
Prota Financial
Texas
$701K -$39.2K -156 -5%
WPW
5265
Winthrop Partners - WNY
New York
$699K – – –
BPW
5266
BLVD Private Wealth
Kentucky
$698K -$172K -685 -19%
PSA
5267
Plum Street Advisors
Louisiana
$698K +$6.53K +26 +0.9%
GL
5268
Gerber LLC
Ohio
$698K – – –
HBFP
5269
Henderson Brothers Financial Partners
Pennsylvania
$697K -$922K -3,675 -56%
MA
5270
Mosaic Advisors
Texas
$696K – – –
RWM
5271
Refined Wealth Management
Utah
$695K -$2.51K -10 -0.3%
AA
5272
Addison Advisors
Vermont
$694K -$1.13M -4,503 -61%
KSWWM
5273
Keyes Stange & Wooten Wealth Management
Florida
$694K -$10.3K -41 -1%
HWA
5274
Heritage Wealth Architects
Minnesota
$694K +$12K +48 +2%
DWMS
5275
Dominguez Wealth Management Solutions
Virginia
$694K +$251 +1 +0%
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211
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