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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3126
Rooted Wealth Advisors
Illinois
$223K +$212K +716 New
BAM
3127
Bosun Asset Management
Illinois
$223K +$212K +717 New
TCM
3128
Tradewinds Capital Management
Washington
$222K -$4.73K -16 -2%
CPG
3129
Cornerstone Planning Group
New Jersey
$222K +$212K +716 New
CPP
3130
Capasso Planning Partners
South Carolina
$222K +$211K +715 New
APW
3131
Aurora Private Wealth
New Jersey
$222K -$52.9K -179 -20%
CISOA
3132
Capital Investment Services of America
Wisconsin
$222K +$2.66K +9 +1%
C1AG
3133
Client 1st Advisory Group
Florida
$221K -$4.43K -15 -2%
SLT
3134
St Louis Trust
Missouri
$220K -$100K -340 -32%
AFO
3135
Arrowroot Family Office
California
$220K +$209K +709 New
PF
3136
Parker Financial
Washington
$220K -$2.36K -8 -1%
MWM
3137
MorganRosel Wealth Management
Colorado
$220K – – –
AIIMS
3138
Analyst IMS Investment Management Services
Israel
$220K – – –
PPW
3139
Pasadena Private Wealth
California
$220K +$1.18K +4 +0.6%
MWA
3140
Mills Wealth Advisors
Texas
$220K -$11.8K -40 -5%
ATFA
3141
All Terrain Financial Advisors
Minnesota
$219K – – –
TLCM
3142
Twin Lakes Capital Management
California
$219K – – –
OWM
3143
Opes Wealth Management
California
$218K +$7.09K +24 +4%
TWA
3144
Tandem Wealth Advisors
Arizona
$218K +$208K +703 New
CTB
3145
Country Trust Bank
Illinois
$217K – – –
BWP
3146
Bernardo Wealth Planning
Pennsylvania
$217K -$5.32K -18 -3%
PI
3147
PGGM Investments
Netherlands
$217K -$12.5M -42,232 -98%
FWM
3148
FMB Wealth Management
California
$216K +$2.36K +8 +1%
MWP
3149
Meredith Wealth Planning
Illinois
$216K -$18.3K -62 -8%
IA
3150
Inspire Advisors
Idaho
$215K +$205K +693 New
124 125
126
127 128