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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
5601
Spring Capital Management
Texas
$411K – – –
VWA
5602
VERITY Wealth Advisors
United States
$411K – – –
IW
5603
Imprint Wealth
South Carolina
$410K -$281K -1,227 -41%
OFG
5604
Omega Financial Group
California
$410K +$26.5K +116 +7%
MHB
5605
Midwest Heritage Bank
Iowa
$410K – – –
HOWA
5606
Hudson Oak Wealth Advisory
New Jersey
$410K +$406K +1,775 New
B
5607
Bayban
Minnesota
$409K +$405K +1,772 New
TF
5608
Tandem Financial
Colorado
$409K -$61.3K -268 -13%
LAS
5609
Lloyd Advisory Services
Georgia
$409K -$257K -1,124 -39%
LEFP
5610
Leading Edge Financial Planning
Tennessee
$409K +$58.1K +254 +17%
GFP
5611
Guardian Financial Partners
California
$408K -$126K -549 -24%
RWM
5612
Rialto Wealth Management
New York
$406K +$3.66K +16 +0.9%
DWA
5613
Delta Wealth Advisors
Indiana
$404K +$22.9K +100 +6%
SA
5614
Sincerus Advisory
New York
$404K +$16.2K +71 +4%
CSW
5615
Cogent Strategic Wealth
Illinois
$404K +$386K +1,688 New
SA
5616
Sylvest Advisors
Texas
$403K +$11.4K +50 +3%
LS
5617
LCW Services
Virginia
$403K +$400K +1,748 New
VV
5618
Verity & Verity
South Carolina
$403K -$20.4K -89 -5%
R
5619
Rebalance
California
$403K +$57.9K +253 +17%
LWA
5620
Lifelong Wealth Advisors
Minnesota
$402K +$9.38K +41 +2%
ACM
5621
Argyle Capital Management
Pennsylvania
$401K – – –
CL
5622
COWA LLC
Oklahoma
$401K +$69.6K +304 +21%
CWP
5623
Corepath Wealth Partners
Arizona
$399K -$1.37K -6 -0.4%
CCM
5624
Capstone Capital Management
$399K +$396K +1,729 New
FAP
5625
Financial Advisory Partners
Florida
$398K -$111K -485 -22%
223 224
225
226 227