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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2576
Altiora Financial Group
Ohio
$589K +$282 +2 +0%
SSC
2577
Syverson Strege & Co
Iowa
$589K +$411K +2,916 +244%
ML
2578
McAdam LLC
Pennsylvania
$589K +$43.6K +309 +8%
CCIA
2579
Cherry Creek Investment Advisors
Colorado
$588K -$46K -326 -7%
FG
2580
Foster Group
Iowa
$587K +$61.2K +434 +12%
MGIA
2581
Matthew Goff Investment Advisor
Texas
$587K – – –
PAS
2582
Professional Advisory Services
Florida
$587K – – –
SFC
2583
SYM Financial Corp
Indiana
$586K +$120K +851 +26%
OWP
2584
ORG Wealth Partners
Texas
$585K -$348K -2,470 -38%
RWM
2585
Revisor Wealth Management
Ohio
$584K +$33.1K +235 +7%
LWM
2586
LJI Wealth Management
Indiana
$584K -$37.9K -269 -6%
KPWM
2587
KDK Private Wealth Management
Texas
$583K +$23.4K +166 +4%
MCM
2588
McRae Capital Management
New Jersey
$583K – – –
RSF
2589
Rik Saylor Financial
Ohio
$582K +$2.68K +19 +0.5%
KA
2590
KDT Advisors
New York
$582K -$281K -1,993 -33%
IWP
2591
Invenio Wealth Partners
Florida
$581K +$373K +2,649 +188%
LA
2592
Latitude Advisors
Florida
$580K +$27.1K +192 +5%
FCM
2593
Fire Capital Management
California
$579K – – –
AWM
2594
Aberdeen Wealth Management
Illinois
$579K – – –
IFWM
2595
Institute for Wealth Management
Colorado
$578K +$26.5K +188 +5%
RTC
2596
Real Talk Capital
Tennessee
$578K -$5.5K -39 -1%
AAG
2597
Armstrong Advisory Group
Massachusetts
$578K -$157K -1,112 -22%
RLIM
2598
Red Lighthouse Investment Management
New York
$578K -$846 -6 -0.1%
EWP
2599
Elevation Wealth Partners
California
$576K +$4.79K +34 +0.9%
NWM
2600
Northcape Wealth Management
New York
$576K +$67.5K +479 +14%
102 103
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