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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
2601
NWF Advisory Services
California
$303K +$286K +5,850 New
LT
2602
Legacy Trust
Michigan
$303K -$24K -491 -8%
GA
2603
Gateway Advisory
New Jersey
$302K +$23.4K +479 +9%
COCM
2604
Charter Oak Capital Management
New Hampshire
$302K +$14.4K +295 +5%
DCBT
2605
Dakota Community Bank & Trust
North Dakota
$302K +$83.3K +1,705 +42%
SFS
2606
Security Financial Services
Indiana
$302K – – –
AR
2607
Apeiron RIA
Texas
$301K -$8.45K -173 -3%
CSWM
2608
Cassady Schiller Wealth Management
Ohio
$301K -$4.83K -99 -2%
SAM
2609
SP Asset Management
California
$301K -$8.6K -176 -3%
DCM
2610
Driehaus Capital Management
Illinois
$300K +$280K +5,738 New
HWMG
2611
Hurlow Wealth Management Group
Indiana
$300K +$342 +7 +0.1%
AWM
2612
Alterna Wealth Management
Texas
$299K +$280K +5,724 New
WFAG
2613
Worth Financial Advisory Group
North Carolina
$299K +$15.5K +317 +6%
AWM
2614
Abound Wealth Management
Tennessee
$299K +$7.91K +162 +3%
PFA
2615
Pathway Financial Advisors
Vermont
$298K +$15.9K +325 +6%
RWMH
2616
Riverpoint Wealth Management Holdings
Illinois
$298K +$2.15K +44 +0.8%
IAG
2617
Investment Advisory Group
Massachusetts
$297K -$3.66K -75 -1%
UL
2618
Unionview LLC
Washington
$297K +$3.47K +71 +1%
MWP
2619
Meredith Wealth Planning
Illinois
$297K +$9.77K +200 +4%
AGA
2620
Arkos Global Advisors
Texas
$297K +$278K +5,686 New
CCA
2621
Childress Capital Advisors
Texas
$297K -$567K -11,612 -67%
LWM
2622
LJI Wealth Management
Indiana
$296K +$277K +5,669 New
WWM
2623
Windsor Wealth Management
Indiana
$296K +$488 +10 +0.2%
PPG
2624
Peak Planning Group
Colorado
$296K -$26.6K -544 -9%
TFA
2625
Triad Financial Advisors
North Carolina
$295K -$9.28K -190 -3%
103 104
105
106 107