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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3201
Silverlake Wealth Management
Vermont
$1.02M – – –
HWM
3202
Horizon Wealth Management
Illinois
$1.02M +$27.6K +47 +3%
OAS
3203
Optivise Advisory Services
Tennessee
$1.02M +$411K +700 +68%
SCM
3204
Sebold Capital Management
Illinois
$1.02M -$38.7K -66 -4%
SCA
3205
Sage Capital Advisors
South Dakota
$1.02M – – –
CSIA
3206
Conrad Siegel Investment Advisors
Pennsylvania
$1.02M +$17K +29 +2%
IWM
3207
Iams Wealth Management
Nebraska
$1.02M -$90.4K -154 -8%
FFA
3208
Frazier Financial Advisors
Ohio
$1.01M -$46.4K -79 -4%
5W
3209
5T Wealth
California
$1.01M +$1.02M +1,730 New
BA
3210
Ballew Advisors
Mississippi
$1.01M +$48.1K +82 +5%
EWS
3211
Evergreen Wealth Solutions
Pennsylvania
$1.01M +$196K +334 +24%
AAM
3212
Austin Asset Management
Texas
$1.01M +$64K +109 +7%
HT
3213
Headlands Technologies
Illinois
$1.01M -$4.3M -7,318 -81%
HCMG
3214
Howard Capital Management Group
California
$1M +$37.6K +64 +4%
EWA
3215
ERTS Wealth Advisors
Michigan
$1M -$16.4K -28 -2%
EFG
3216
Embree Financial Group
Illinois
$1M +$20.5K +35 +2%
RP
3217
Rice Partnership
Hawaii
$1M -$2.94K -5 -0.3%
CL
3218
CVFG LLC
Indiana
$1M +$1M +1,710 New
RTC
3219
Real Talk Capital
Tennessee
$1M +$1M +1,710 New
W
3220
WealthCollab
Washington
$1M +$76.9K +131 +8%
CC
3221
Constitution Capital
Connecticut
$998K -$20.5K -35 -2%
SMG
3222
Smart Money Group
Texas
$998K +$109K +186 +12%
FSBI
3223
Fearless Solutions (Best Invest)
Texas
$997K +$1,000K +1,703 New
SA
3224
Sincerus Advisory
New York
$997K +$1,000K +1,703 New
XF
3225
XML Financial
Maryland
$996K +$9.39K +16 +0.9%
127 128
129
130 131