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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
3651
Investment Advisory Services
Texas
$657K -$645 -1 -0.1%
OWM
3652
Opes Wealth Management
California
$656K -$11K -17 -1%
GGI
3653
Godsey & Gibb Inc
Virginia
$655K +$34.8K +54 +5%
SIM
3654
Studio Investment Management
Illinois
$654K -$36.1K -56 -5%
TWA
3655
Talisman Wealth Advisors
New Jersey
$653K -$18.7K -29 -2%
JFGLC
3656
Johnson Financial Group LLC (Colorado)
Colorado
$653K +$731K +1,133 New
EWA
3657
Elevate Wealth Advisory
Georgia
$653K +$730K +1,132 New
PAM
3658
Peak Asset Management
Colorado
$652K +$28.4K +44 +4%
PAG
3659
Paladin Advisory Group
Iowa
$651K – – –
SFG
3660
Sterling Financial Group
California
$649K +$24.5K +38 +3%
GSIS
3661
Global Strategic Investment Solutions
Arizona
$648K -$47.1K -73 -6%
PWP
3662
Precedent Wealth Partners
Texas
$647K +$58.1K +90 +9%
MWM
3663
Momentous Wealth Management
Washington
$647K +$45.2K +70 +7%
MF
3664
Montis Financial
Massachusetts
$646K -$64.5K -100 -8%
CW
3665
Code Waechter
Florida
$646K +$30.3K +47 +4%
AA
3666
ACT Advisors
North Carolina
$646K +$2.58K +4 +0.4%
TWM
3667
Trueblood Wealth Management
Ohio
$646K +$178K +276 +33%
AP
3668
Atwood & Palmer
Missouri
$643K +$64.5K +100 +10%
VH
3669
Visionary Horizons
Tennessee
$642K +$276K +428 +62%
AWM
3670
Aberdeen Wealth Management
Illinois
$642K – – –
CA
3671
CWC Advisors
Oregon
$641K +$717K +1,112 New
TCMP
3672
Thrive Capital Management (Pennsylvania)
Pennsylvania
$640K +$717K +1,111 New
ACP
3673
Argyle Capital Partners
California
$639K +$6.45K +10 +0.9%
RCI
3674
RS Crum Inc
California
$639K +$23.9K +37 +3%
MWG
3675
Martin Worley Group
Utah
$638K -$32.9K -51 -4%
145 146
147
148 149