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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
3851
Blackston Financial Advisory Group
Florida
$665K -$12.4K -20 -2%
CI
3852
Corient IA
Florida
$664K -$30.9K -50 -5%
AWG
3853
Altus Wealth Group
Colorado
$664K +$41.4K +67 +8%
PCGDR
3854
Pangea Capital Gestao de Recursos
$664K +$556K +900 New
GFP
3855
Guardian Financial Partners
California
$663K +$104K +168 +23%
SWM
3856
Sagace Wealth Management
Florida
$662K +$50.1K +81 +10%
AAG
3857
Armstrong Advisory Group
Massachusetts
$661K +$47K +76 +9%
SCM
3858
Sage Capital Management
New Jersey
$660K -$154K -250 -22%
PPW
3859
Presilium Private Wealth
Pennsylvania
$659K -$5.56K -9 -1%
CFG
3860
Copley Financial Group
California
$658K -$85.9K -139 -13%
WF
3861
WoodTrust Financial
Wisconsin
$658K – – –
RAS
3862
RPS Advisory Solutions
Kentucky
$658K +$13K +21 +2%
SIC
3863
SFE Investment Counsel
California
$658K +$15.4K +25 +3%
CAG
3864
Curtis Advisory Group
California
$658K +$551K +891 New
KSWWM
3865
Keyes Stange & Wooten Wealth Management
Florida
$657K -$28.4K -46 -5%
CCM
3866
Colorado Capital Management
Colorado
$655K -$8.65K -14 -2%
FWM
3867
Fonville Wealth Management
Virginia
$655K +$156K +253 +40%
BWM
3868
Birchcreek Wealth Management
Ohio
$655K -$63.6K -103 -10%
OWM
3869
Orgel Wealth Management
Wisconsin
$654K -$79.7K -129 -13%
HIG
3870
Heritage Investment Group
Florida
$653K +$124K +200 +29%
GWM
3871
GoalFusion Wealth Management
Texas
$652K – – –
PCFFS
3872
Pacific Center for Financial Services
California
$651K – – –
SWP
3873
Summit Wealth Partners
Florida
$651K -$27.8K -45 -5%
TFA
3874
Trinity Financial Advisors
Ohio
$650K -$263K -425 -33%
WMN
3875
Wealth Management Nebraska
Nebraska
$648K -$30.3K -49 -5%
153 154
155
156 157