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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2976
Summit Wealth Partners
Florida
$317K +$41.7K +280 +15%
SSA
2977
Sierra Summit Advisors
Nevada
$317K +$46.3K +311 +17%
GAM
2978
GEM Asset Management
Michigan
$316K -$29.8K -200 -9%
LA
2979
Lakeside Advisors
Washington
$316K -$7.44K -50 -2%
EDRIA
2980
Edmonds Duncan Registered Investment Advisors
Kansas
$315K +$1.94K +13 +0.6%
HPM
2981
Hoxton Planning & Management
West Virginia
$315K +$95K +638 +43%
CFGSD
2982
Compass Financial Group (South Dakota)
South Dakota
$314K +$1.64K +11 +0.5%
SNBOSCI
2983
Security National Bank of Sioux City Iowa
Iowa
$314K +$38.1K +256 +14%
MIM
2984
Meixler Investment Management
Arizona
$313K -$20.8K -140 -6%
NFG
2985
Nadler Financial Group
Illinois
$313K +$1.19K +8 +0.4%
PIFP
2986
Partners in Financial Planning
Virginia
$313K – – –
RAG
2987
RIA Advisory Group
Iowa
$313K +$316K +2,123 New
RW
2988
Rede Wealth
Virginia
$312K +$149 +1 +0%
WCWM
2989
Wooster Corthell Wealth Management
Connecticut
$312K – – –
CWM
2990
Campbell Wealth Management
Virginia
$309K +$313K +2,100 New
FL
2991
FreeGulliver LLC
Louisiana
$309K +$57K +383 +22%
FIBT
2992
First International Bank & Trust
North Dakota
$309K +$30.2K +203 +11%
TCMP
2993
Thrive Capital Management (Pennsylvania)
Pennsylvania
$308K -$47.6K -320 -13%
BIA
2994
Bell Investment Advisors
California
$308K -$121K -814 -28%
KNFPWM
2995
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$307K -$1.94K -13 -0.6%
CBOR
2996
Community Bank of Raymore
Missouri
$307K – – –
FP
2997
Financial Perspectives
Minnesota
$307K – – –
FFG
2998
Fortem Financial Group
California
$307K -$130K -873 -30%
CP
2999
Castleview Partners
Texas
$306K -$32.4K -218 -9%
SWP
3000
ShoreHaven Wealth Partners
New Jersey
$306K -$32.4K -218 -9%
118 119
120
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