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Name Holding Trade Value Shares
Change 		Change in
Stake
VR
3601
Vision Retirement
New Jersey
$345K +$26.3K +144 +9%
PFG
3602
Pinnacle Financial Group
Illinois
$345K +$8.94K +49 +3%
CMP
3603
Coston McIsaac & Partners
Maine
$345K +$53.8K +295 +21%
TFA
3604
Tobias Financial Advisors
Florida
$345K -$58K -318 -16%
VDC
3605
Van Diest Capital
Iowa
$344K +$303K +1,664 New
PWS
3606
Peloton Wealth Strategists
Indiana
$344K -$10.6K -58 -3%
LFP
3607
Lakeshore Financial Planning
Michigan
$344K -$37.7K -207 -11%
RA
3608
Rise Advisors
New York
$343K +$31.5K +173 +11%
CWA
3609
Cura Wealth Advisors
Illinois
$343K – – –
UFA
3610
Unify Financial Advisors
Florida
$343K +$10.2K +56 +4%
PRI
3611
Prepared Retirement Institute
Pennsylvania
$342K +$302K +1,654 New
GCM
3612
G2 Capital Management
Ohio
$342K -$2.37K -13 -0.8%
SHWM
3613
Smith & Howard Wealth Management
Georgia
$342K – – –
OIM
3614
Orca Investment Management
Oregon
$342K -$29.5K -162 -9%
SIMC
3615
Squire Investment Management Company
Utah
$342K +$1.82K +10 +0.6%
BLFG
3616
Brian Low Financial Group
Louisiana
$341K -$35.9K -197 -11%
PWS
3617
Pursuit Wealth Strategies
North Carolina
$341K +$15K +82 +5%
AGA
3618
Accuvest Global Advisors
Utah
$340K +$42.1K +231 +16%
HWM
3619
Heirloom Wealth Management
Colorado
$339K +$10.8K +59 +4%
RS
3620
Rakuten Securities
Japan
$337K +$211K +1,157 +244%
WWM
3621
Waterway Wealth Management
Texas
$336K +$38.3K +210 +15%
HCM
3622
Harvey Capital Management
Florida
$336K – – –
6SA
3623
6th Street Advisors
Alabama
$336K +$296K +1,624 New
EWM
3624
Elite Wealth Management
Washington
$336K -$219K -1,200 -43%
OWCM
3625
One Wealth Capital Management
Arizona
$335K +$324K +1,776 New
143 144
145
146 147