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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2501
Souders Financial Advisors
Ohio
$418K +$26K +455 +7%
TWM
2502
Trueblood Wealth Management
Ohio
$417K – – –
AAM
2503
Augustine Asset Management
Florida
$416K -$19.4K -339 -5%
EPIMS
2504
Evelyn Partners Investment Management Services
$415K +$401K +7,018 New
MAG
2505
M3 Advisory Group
Massachusetts
$415K +$3.71K +65 +0.9%
SWP
2506
Semus Wealth Partners
Florida
$415K -$37.9K -663 -9%
OWA
2507
One Wealth Advisors
California
$415K -$260K -4,554 -39%
NEPPG
2508
New England Professional Planning Group
Rhode Island
$414K +$8.74K +153 +2%
AWA
2509
AGH Wealth Advisors
Kansas
$412K +$398K +6,965 New
HP
2510
Holistic Planning
Texas
$412K -$800 -14 -0.2%
MS
2511
Maven Securities
Jersey
$412K +$398K +6,962 New
MPWS
2512
McCarter Private Wealth Services
Massachusetts
$412K -$45.1K -790 -10%
EI
2513
Ellevest Inc
New York
$411K +$97.6K +1,709 +33%
TWPM
2514
Total Wealth Planning & Management
Florida
$411K +$396K +6,940 New
SMA
2515
Seven Mile Advisory
New Jersey
$411K +$19.7K +345 +5%
AR
2516
Apeiron RIA
Texas
$409K +$23.1K +405 +6%
BP
2517
Broadleaf Partners
Ohio
$409K -$63.3K -1,108 -14%
CVA
2518
Central Valley Advisors
California
$409K +$57 +1 +0%
MAWCM
2519
Mine & Arao Wealth Creation & Management
California
$408K -$40K -700 -9%
AAG
2520
Armstrong Advisory Group
Massachusetts
$408K -$55.9K -978 -12%
CRI
2521
Colonial River Investments
Virginia
$408K -$66.1K -1,158 -14%
SIAG
2522
Safeguard Investment Advisory Group
California
$408K -$26K -456 -6%
BWP
2523
BSW Wealth Partners
Colorado
$407K -$400 -7 -0.1%
CFP
2524
Cascade Financial Partners
California
$407K -$971 -17 -0.2%
MTIM
2525
Marathon Trading Investment Management
Pennsylvania
$406K +$48.3K +845 +14%
99 100
101
102 103