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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2076
Summit Wealth Group (Colorado)
Colorado
$845K +$200K +2,538 +32%
ACM
2077
Alessandra Capital Management
California
$845K +$1.82K +23 +0.2%
ANBOT
2078
American National Bank of Texas
Texas
$845K -$23.2K -294 -3%
LFP
2079
Lakeshore Financial Planning
Michigan
$843K -$20K -253 -2%
FAM
2080
Formidable Asset Management
Ohio
$841K -$20.3K -257 -2%
HPBT
2081
Hickory Point Bank & Trust
Illinois
$841K -$7.9K -100 -1%
HP
2082
Holistic Planning
Texas
$840K +$39.6K +502 +5%
PWM
2083
Prentice Wealth Management
New York
$840K -$10.9K -138 -1%
HC
2084
Hamilton Capital
Ohio
$838K +$148K +1,869 +22%
LAIC
2085
Lederer & Associates Investment Counsel
California
$838K – – –
SSW
2086
Stone Summit Wealth
Florida
$834K -$2.76K -35 -0.3%
SIS
2087
Strategic Investment Solutions
Illinois
$833K -$155K -1,967 -16%
RTC
2088
Real Talk Capital
Tennessee
$833K +$12.1K +153 +2%
RW
2089
Regimen Wealth
Georgia
$833K +$5.61K +71 +0.7%
WB
2090
Webster Bank
Connecticut
$832K +$6.79K +86 +0.8%
FMTCOCP
2091
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$831K -$22.1K -280 -3%
SCI
2092
S&CO Inc
Massachusetts
$831K – – –
PBK
2093
Peoples Bank (Kansas)
Kansas
$831K -$15.8K -200 -2%
KWMG
2094
King Wealth Management Group
Florida
$830K +$3.08K +39 +0.4%
LOWM
2095
Laurel Oak Wealth Management
New Jersey
$826K -$100K -1,268 -11%
TFIPS
2096
Towarzystwo Funduszy Inwestycyjnych PZU SA
$825K +$41.1K +521 +5%
JRPIM
2097
Journey Retirement Planning & Investment Management
Idaho
$822K +$105K +1,326 +15%
KWM
2098
Kiker Wealth Management
Georgia
$821K -$7.9K -100 -1%
SWMG
2099
Sard Wealth Management Group
Georgia
$820K +$8.61K +109 +1%
HWA
2100
HCR Wealth Advisors
California
$819K -$5.84K -74 -0.7%
82 83
84
85 86