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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1376
Marshall Investment Management
Colorado
$383K – – –
DI
1377
Decision Investments
California
$383K -$9.37K -105 -3%
WCM
1378
WealthBridge Capital Management
Ohio
$382K -$5.45K -61 -2%
SWGC
1379
Summit Wealth Group (Colorado)
Colorado
$382K +$329K +3,689 New
HPM
1380
Hoxton Planning & Management
West Virginia
$381K +$5.62K +63 +2%
SFC
1381
SYM Financial Corp
Indiana
$381K +$17.6K +197 +6%
SP
1382
Stonebrook Private
Michigan
$381K +$4.29K +48 +1%
RDWM
1383
Red Door Wealth Management
Tennessee
$381K +$1.25K +14 +0.4%
OWCM
1384
One Wealth Capital Management
Arizona
$380K +$328K +3,677 New
CGA
1385
Crescent Grove Advisors
Illinois
$380K -$137K -1,530 -29%
WA
1386
Waddell & Associates
Tennessee
$379K +$1.78K +20 +0.5%
CFO
1387
CVA Family Office
Colorado
$377K +$12.3K +138 +4%
BMWM
1388
Brown Miller Wealth Management
Virginia
$376K -$34K -381 -9%
PC
1389
PCB Capital
New Jersey
$375K +$9.37K +105 +3%
DWM
1390
Defined Wealth Management
Oregon
$374K +$2.05K +23 +0.6%
CA
1391
Carson Advisory
Georgia
$374K -$156K -1,750 -33%
SB
1392
Sunflower Bank
Texas
$373K +$4.2K +47 +1%
IFU
1393
iSAM Funds (UK)
United Kingdom
$372K +$321K +3,600 New
SVWAG
1394
Sound View Wealth Advisors Group
Georgia
$372K +$38.4K +430 +14%
CWM
1395
Cadence Wealth Management
Massachusetts
$370K -$1.78K -20 -0.6%
VC
1396
Vicus Capital
Pennsylvania
$369K -$13.8K -155 -4%
NL
1397
NWAM LLC
Washington
$364K +$37.5K +420 +14%
SIM
1398
Stratos Investment Management
Ohio
$364K +$11.2K +126 +4%
APP
1399
Avantax Planning Partners
Iowa
$364K +$47.8K +536 +18%
WP
1400
Westmount Partners
California
$363K -$1.7K -19 -0.5%
54 55
56
57 58