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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
4426
Custos Family Office
Texas
$434K -$94.8K -142 -18%
BL
4427
BFSG LLC
California
$434K -$972K -1,456 -69%
LBC
4428
Lane Brothers & Co
Arizona
$434K +$439K +658 New
SG
4429
Sankala Group
Colorado
$434K +$447K +669 New
SFG
4430
Sunburst Financial Group
Alabama
$434K +$104K +156 +31%
PDM
4431
Penn Davis McFarland
Texas
$434K -$40.7K -61 -8%
EWM
4432
Edge Wealth Management
New York
$434K +$137K +205 +45%
CAM
4433
Columbia Asset Management
Michigan
$433K +$24.7K +37 +6%
AG
4434
Advocate Group
Minnesota
$433K – – –
TM
4435
TigerOak Management
New Mexico
$433K +$48.7K +73 +13%
DWM
4436
DKM Wealth Management
California
$432K +$20K +30 +5%
SHFC
4437
Safe Harbor Family Capital
North Carolina
$431K +$436K +653 New
RFS
4438
RM Financial Services
Maine
$429K +$434K +650 New
CCAL
4439
City Center Advisors LLC
Michigan
$426K +$72.1K +108 +20%
FB
4440
First Bancorp
Maine
$426K +$6.68K +10 +2%
SWIM
4441
Smallwood Wealth Investment Management
New Jersey
$425K +$6.01K +9 +1%
SWM
4442
Shrier Wealth Management
California
$425K +$430K +644 New
TAM
4443
TCP Asset Management
Ohio
$424K +$87.5K +131 +26%
VFG
4444
Valley Financial Group
Pennsylvania
$423K +$40.7K +61 +11%
HWP
4445
Hibernia Wealth Partners
Louisiana
$423K +$428K +641 New
OS
4446
Objectivity Squared
South Carolina
$422K +$9.35K +14 +2%
TI
4447
Truepoint Inc
Ohio
$421K +$44.1K +66 +12%
PWS
4448
Pursuit Wealth Strategies
North Carolina
$421K +$426K +638 New
EWM
4449
Echo Wealth Management
Minnesota
$420K -$5.34K -8 -1%
DFS
4450
Dixon Fnancial Services
California
$420K +$99.5K +149 +31%
176 177
178
179 180