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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
2326
Syverson Strege & Co
Iowa
$743K -$101K -203 -12%
GJWM
2327
Gilliland Jeter Wealth Management
Arkansas
$742K +$10.5K +21 +1%
ACGA
2328
Atlanta Consulting Group Advisors
Georgia
$741K +$719K +1,442 New
EFMH
2329
E Fund Management (HK)
Hong Kong
$740K +$674K +1,351 +1,501%
SC
2330
Sierra Capital
Florida
$740K – – –
ACG
2331
Allen Capital Group
Nebraska
$739K -$7.98K -16 -1%
SPWG
2332
Sage Private Wealth Group
Illinois
$738K +$305K +612 +74%
MPPW
2333
Mitchell & Pahl Private Wealth
Oklahoma
$738K -$15.5K -31 -2%
PFA
2334
Peak Financial Advisors
Colorado
$737K -$1.63M -3,276 -70%
TCWM
2335
Total Clarity Wealth Management
Illinois
$736K -$90.7K -182 -11%
NCG
2336
Newport Capital Group
New Jersey
$733K -$178K -356 -20%
FBFS
2337
First Business Financial Services
Wisconsin
$732K +$21.4K +43 +3%
GS
2338
GTS Securities
Florida
$731K -$2.67M -5,363 -79%
CWA
2339
Consilium Wealth Advisory
Texas
$730K – – –
TCM
2340
Tributary Capital Management
Nebraska
$729K – – –
MFS
2341
Miller Financial Services
Michigan
$728K -$43.9K -88 -6%
SFGM
2342
Stonebridge Financial Group (Missouri)
Missouri
$728K -$8.48K -17 -1%
HHRDM
2343
H&H Retirement Design & Management
Nevada
$726K +$2.99K +6 +0.5%
VC
2344
Veery Capital
Delaware
$726K +$499 +1 +0.1%
RFS
2345
RM Financial Services
Maine
$725K – – –
BWM
2346
BAM Wealth Management
Colorado
$724K -$84.3K -169 -11%
CPCM
2347
Cardinal Point Capital Management
Ontario, Canada
$724K -$249K -500 -26%
SRM
2348
Shelter Rock Management
New York
$723K -$902K -1,808 -56%
MF
2349
Montis Financial
Massachusetts
$723K +$1.99K +4 +0.3%
OIS
2350
OneAscent Investment Solutions
Alabama
$722K +$17.5K +35 +3%
92 93
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