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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1726
Meridian Wealth Advisors
Texas
$1.7M -$2.05M -11,740 -55%
AFM
1727
Andesa Financial Management
Pennsylvania
$1.7M -$727K -4,166 -31%
OHWA
1728
Oak Hill Wealth Advisors
Virginia
$1.7M +$1.65M +9,450 New
SFP
1729
Sweet Financial Partners
Minnesota
$1.7M +$12.7K +73 +0.8%
RWB
1730
RMR Wealth Builders
New Jersey
$1.69M +$117K +673 +8%
IP
1731
Ignite Planners
California
$1.69M +$696K +3,990 +73%
FFG
1732
Ford Financial Group
California
$1.69M +$42.4K +243 +3%
RWP
1733
RWA Wealth Partners
Massachusetts
$1.69M +$4.19K +24 +0.2%
FSCM
1734
Front Street Capital Management
Montana
$1.68M -$11K -63 -0.7%
CRI
1735
Colonial River Investments
Virginia
$1.68M +$329K +1,885 +25%
PMFA
1736
Plante Moran Financial Advisors
Michigan
$1.68M +$40.1K +230 +3%
LAM
1737
LifePro Asset Management
California
$1.68M -$54.3K -311 -3%
FWA
1738
FOCUS Wealth Advisors
Texas
$1.67M -$5.93K -34 -0.4%
CL
1739
Choreo LLC
Illinois
$1.66M +$524K +3,003 +48%
P
1740
&Partners
Tennessee
$1.66M -$30.7K -176 -2%
HWA
1741
Heritage Wealth Advisors
Virginia
$1.66M -$190K -1,088 -11%
CCA
1742
Cravens & Co Advisors
Tennessee
$1.66M +$1.61M +9,247 New
WI
1743
Wintrust Investments
Illinois
$1.66M +$92.3K +529 +6%
LB
1744
Legacy Bridge
Iowa
$1.65M +$81K +464 +5%
HIP
1745
Harrell Investment Partners
Texas
$1.65M +$2.27K +13 +0.1%
WEG
1746
World Equity Group
Illinois
$1.64M +$57.1K +327 +4%
ACM
1747
Adalta Capital Management
New York
$1.64M – – –
CWM
1748
Curi Wealth Management
North Carolina
$1.63M +$98.8K +566 +7%
FCM
1749
Firestone Capital Management
Florida
$1.63M – – –
PWM
1750
Pinnacle Wealth Management
California
$1.63M -$522K -2,993 -25%
68 69
70
71 72