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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
3126
REAP Financial Group
Texas
$25.4K – – –
BA
3127
Blueline Advisors
New Hampshire
$25.3K +$24.7K +82 New
LWMI
3128
Legacy Wealth Management (Idaho)
Idaho
$24.3K +$14.5K +48 +155%
PIS
3129
POM Investment Strategies
North Carolina
$23.4K +$18.1K +60 +375%
AWA
3130
Acumen Wealth Advisors
Tennessee
$23.4K +$22.9K +76 New
SNB
3131
Security National Bank
Nebraska
$23.4K – – –
CF
3132
Conquis Financial
California
$23.1K +$22.6K +75 New
TM
3133
Torren Management
California
$23K +$22.6K +75 New
JGCM
3134
Joseph Group Capital Management
Ohio
$22.8K +$22.3K +74 New
PSFG
3135
Park Square Financial Group
Georgia
$21.5K +$1.81K +6 +5%
PWA
3136
Principia Wealth Advisory
Texas
$21.3K +$2.41K +8 +13%
BW
3137
Bravera Wealth
North Dakota
$21.3K +$20.8K +69 New
EPG
3138
Estate Planners Group
Pennsylvania
$21K +$20.5K +68 New
CW
3139
CrossGen Wealth
North Carolina
$20.6K +$20.2K +67 New
TWM
3140
Tripletail Wealth Management
Florida
$20.3K +$19.9K +66 New
SA
3141
Seneschal Advisors
Washington
$20K – – –
KPP
3142
Kings Path Partners
Texas
$20K – – –
CTWM
3143
Cherry Tree Wealth Management
Minnesota
$20K +$9.34K +31 +91%
ISWM
3144
Intesa Sanpaolo Wealth Management
$20K +$19.6K +65 New
RG
3145
RHL Group
Michigan
$20K +$19.6K +65 New
IWM
3146
Inlight Wealth Management
Georgia
$19.8K – – –
BC
3147
Bulwark Capital
Florida
$19.4K – – –
NOI
3148
Newton One Investments
Delaware
$19.4K – – –
AIA
3149
Arcadia Investment Advisors
Idaho
$19.1K – – –
WPA
3150
Wealth Preservation Advisors
Tennessee
$18.8K -$27.1K -90 -60%
124 125
126
127 128