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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3451
IAG Wealth Partners
Wisconsin
$237K +$929 +6 +0.4%
BRG
3452
Bay Rivers Group
Virginia
$236K – – –
AWM
3453
Ariadne Wealth Management
California
$236K +$235K +1,517 New
SLA
3454
Silver Lake Advisory
Utah
$236K -$88.4K -571 -27%
RTC
3455
Riverview Trust Company
Washington
$236K – – –
HCP
3456
Holt Capital Partners
Texas
$235K – – –
DI
3457
DDFG Inc
California
$234K – – –
R
3458
Rebalance
California
$233K – – –
SGC
3459
Slocum, Gordon & Co
Rhode Island
$233K – – –
RW
3460
REDW Wealth
New Mexico
$233K +$4.65K +30 +2%
FA
3461
Fiducient Advisors
Illinois
$232K +$232K +1,496 New
FWM
3462
ForthRight Wealth Management
Georgia
$232K – – –
SGWM
3463
Sterling Group Wealth Management
California
$231K +$619 +4 +0.3%
WFS
3464
Walker Financial Services
Kentucky
$230K -$34.8K -225 -13%
SSW
3465
Stone Summit Wealth
Florida
$230K -$31.4K -203 -12%
CFC
3466
Coyle Financial Counsel
Illinois
$230K +$229K +1,480 New
IFA
3467
Interactive Financial Advisors
Illinois
$230K – – –
TA
3468
TFB Advisors
Kansas
$229K -$171K -1,104 -42%
VWM
3469
Vivid Wealth Management
Iowa
$228K +$227K +1,465 New
SAM
3470
Strive Asset Management
Ohio
$227K -$16.3K -105 -7%
BFS
3471
BridgePort Financial Solutions
Iowa
$227K +$226K +1,461 New
FEG
3472
Financial Enhancement Group
Indiana
$227K +$23.7K +153 +12%
KBFS
3473
Kohmann Bosshard Financial Services
Ohio
$227K -$28.2K -182 -11%
RWS
3474
Rochester Wealth Strategies
Michigan
$227K – – –
DCBT
3475
Dakota Community Bank & Trust
North Dakota
$226K +$15.8K +102 +8%
137 138
139
140 141