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Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
3026
Houlihan Financial Resource Group
Virginia
$6.28M +$405 +1 +0%
PWP
3027
Pursue Wealth Partners
California
$6.28M -$2.8M -6,928 -29%
FB
3028
Finward Bancorp
Indiana
$6.28M -$44.1K -109 -0.6%
SPFA
3029
Summit Place Financial Advisors
New Jersey
$6.27M -$248K -614 -4%
KTM
3030
Keeler Thomas Management
Utah
$6.26M +$422K +1,042 +7%
1WM
3031
1900 Wealth Management
Texas
$6.26M +$786K +1,942 +13%
WSA
3032
Warm Springs Advisors
California
$6.25M +$367K +908 +6%
RF
3033
Rossby Financial
Florida
$6.24M +$840K +2,077 +14%
WFAG
3034
Worth Financial Advisory Group
North Carolina
$6.24M +$6.77M +16,737 New
GS
3035
GWN Securities
Florida
$6.24M +$21K +52 +0.3%
BAM
3036
Beaumont Asset Management
Texas
$6.24M -$29.5K -73 -0.4%
FFC
3037
First Financial Corp
Indiana
$6.23M -$95.1K -235 -1%
AA
3038
Acorns Advisers
California
$6.23M +$872K +2,155 +15%
WFS
3039
Widmann Financial Services
Maryland
$6.23M +$514K +1,270 +8%
PRP
3040
Peak Retirement Planning
Ohio
$6.22M +$1.62M +3,997 +32%
AWA
3041
Acorn Wealth Advisors
Michigan
$6.22M +$69.2K +171 +1%
CWA
3042
CM Wealth Advisors
Ohio
$6.22M -$595K -1,471 -8%
SWP
3043
Semus Wealth Partners
Florida
$6.22M -$104K -258 -2%
FA
3044
Financial Avengers
California
$6.22M +$428K +1,058 +7%
PNFS
3045
PW Nova Financial Services
Pennsylvania
$6.22M -$222K -548 -3%
BCP
3046
Berkeley Capital Partners
Georgia
$6.2M +$354K +875 +6%
RCS
3047
R2 Capital Strategies
Nebraska
$6.2M +$6.73M +16,626 New
D
3048
Drystone
Virginia
$6.19M +$405 +1 +0%
CFA
3049
Capstone Financial Advisors
Illinois
$6.19M +$154K +381 +2%
ACM
3050
Alcosta Capital Management
California
$6.19M -$384K -949 -5%
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