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Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1201
HORAN Wealth
Ohio
$4.66M +$110K +301 +2%
AWM
1202
Angeles Wealth Management
California
$4.66M +$323K +881 +7%
TCM
1203
Twin Capital Management
Pennsylvania
$4.66M -$328K -895 -6%
NED
1204
Nancy E. Dempze
$4.65M +$252K +687 +5%
XT
1205
XTX Topco
Cayman Islands
$4.64M +$2.5M +6,838 +103%
CTI
1206
Community Trust & Investment
Kentucky
$4.63M -$105K -286 -2%
WIM
1207
WealthPlan Investment Management
Nebraska
$4.63M +$3.72M +10,169 +309%
DC
1208
DeDora Capital
California
$4.63M +$21.2K +58 +0.4%
EFS
1209
Essex Financial Services
Connecticut
$4.62M +$280K +765 +6%
HCM
1210
Harvey Capital Management
Florida
$4.62M +$589K +1,607 +14%
WCAMG
1211
Woodard & Company Asset Management Group
North Carolina
$4.61M +$683K +1,865 +16%
CNBT
1212
Canandaigua National Bank & Trust
New York
$4.61M -$101K -276 -2%
RWB
1213
RMR Wealth Builders
New Jersey
$4.6M +$180K +491 +4%
FFA
1214
First Foundation Advisors
California
$4.6M +$888K +2,425 +22%
SW
1215
StrongBox Wealth
Missouri
$4.59M +$366K +1,000 +8%
WAS
1216
Wealth Advisory Solutions
Indiana
$4.59M -$8.06K -22 -0.2%
RFA
1217
ROI Financial Advisors
Oregon
$4.58M -$83.9K -229 -2%
BFG
1218
Berger Financial Group
Minnesota
$4.58M -$132K -361 -3%
TW
1219
TritonPoint Wealth
Maryland
$4.58M -$2.37M -6,466 -33%
PIM
1220
Platinum Investment Management
Australia
$4.58M -$256K -700 -5%
EFMC
1221
Empire Financial Management Company
New York
$4.56M +$70.7K +193 +1%
AAS
1222
Annex Advisory Services
Wisconsin
$4.56M -$2.66M -7,257 -35%
IWS
1223
Insight Wealth Strategies
California
$4.55M +$218K +595 +5%
RPGK
1224
Retirement Planning Group (Kansas)
Kansas
$4.55M +$286K +782 +6%
VBCG
1225
Valley Brook Capital Group
Pennsylvania
$4.55M +$53.5K +146 +1%
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