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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
4426
Alpha Financial Partners
Kentucky
$438K -$66.8K -100 -13%
VW
4427
Veridan Wealth
Oregon
$438K – – –
API
4428
Asset Planning Inc
California
$438K -$46.7K -70 -10%
SHWM
4429
Smith & Howard Wealth Management
Georgia
$438K -$34.7K -52 -7%
NCMW
4430
Northern Capital Management (Washington)
Washington
$437K – – –
CGFA
4431
Colton Groome Financial Advisors
North Carolina
$437K +$103K +154 +30%
CFO
4432
Collective Family Office
Pennsylvania
$436K +$72.8K +109 +20%
TC
4433
T3 Companies
New York
$436K +$441K +661 New
WFPG
4434
Waller Financial Planning Group
Ohio
$436K +$2K +3 +0.5%
VPWA
4435
Vestia Personal Wealth Advisors
Indiana
$434K +$24.7K +37 +6%
CFO
4436
Custos Family Office
Texas
$434K -$94.8K -142 -18%
BL
4437
BFSG LLC
California
$434K -$972K -1,456 -69%
LBC
4438
Lane Brothers & Co
Arizona
$434K +$439K +658 New
SG
4439
Sankala Group
Colorado
$434K +$447K +669 New
SFG
4440
Sunburst Financial Group
Alabama
$434K +$104K +156 +31%
PDM
4441
Penn Davis McFarland
Texas
$434K -$40.7K -61 -8%
EWM
4442
Edge Wealth Management
New York
$434K +$137K +205 +45%
CAM
4443
Columbia Asset Management
Michigan
$433K +$24.7K +37 +6%
AG
4444
Advocate Group
Minnesota
$433K – – –
TM
4445
TigerOak Management
New Mexico
$433K +$48.7K +73 +13%
DWM
4446
DKM Wealth Management
California
$432K +$20K +30 +5%
SHFC
4447
Safe Harbor Family Capital
North Carolina
$431K +$436K +653 New
RFS
4448
RM Financial Services
Maine
$429K +$434K +650 New
CCAL
4449
City Center Advisors LLC
Michigan
$426K +$72.1K +108 +20%
FB
4450
First Bancorp
Maine
$426K +$6.68K +10 +2%
176 177
178
179 180