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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3276
Disciplined Investors
Texas
$409K -$21.2K -58 -5%
CFGSD
3277
Compass Financial Group (South Dakota)
South Dakota
$408K -$733 -2 -0.2%
FWM
3278
Forza Wealth Management
Florida
$408K +$11.7K +32 +3%
CCMI
3279
Creative Capital Management Investments
California
$407K -$19.8K -54 -4%
AWA
3280
Archvest Wealth Advisors
California
$407K +$158K +432 +58%
RIP
3281
Reliant Investment Partners
North Carolina
$406K – – –
SFC
3282
Strategic Financial Concepts
Texas
$406K -$148K -404 -25%
SCM
3283
Saxony Capital Management
Missouri
$406K -$64.1K -175 -13%
TA
3284
TPG Advisors
Illinois
$405K -$44K -120 -9%
MAG
3285
MRA Advisory Group
New Jersey
$405K -$62.6K -171 -13%
ATWA
3286
Arbor Trust Wealth Advisors
Michigan
$404K -$11K -30 -2%
FA
3287
Fiducient Advisors
Illinois
$404K – – –
RWC
3288
Rare Wolf Capital
Washington
$404K +$430K +1,173 New
BGAI
3289
Bruce G. Allen Investments
Colorado
$402K -$3.3K -9 -0.8%
SWM
3290
Sherman Wealth Management
Maryland
$402K +$428K +1,168 New
PCP
3291
Panoramic Capital Partners
Oregon
$401K -$87.9K -240 -17%
OW
3292
Olistico Wealth
Oklahoma
$400K – – –
FFWA
3293
FRG Family Wealth Advisors
Washington
$400K +$28.9K +79 +7%
SAM
3294
Simplify Asset Management
Nevada
$399K +$107K +291 +33%
NFTC
3295
North Forty Two & Co
Oregon
$399K – – –
EMAM
3296
Encompass More Asset Management
California
$398K +$12.1K +33 +3%
PP
3297
Pingora Partners
Wyoming
$397K – – –
GCP
3298
GSA Capital Partners
United Kingdom
$397K +$9.52K +26 +2%
KLI
3299
Kelman-Lazarov Inc
Tennessee
$397K -$6.59K -18 -2%
PWA
3300
Physician Wealth Advisors
Utah
$396K -$73.3K -200 -15%
130 131
132
133 134