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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3726
Prentice Wealth Management
New York
$4.88M -$92.8K -182 -2%
IFA
3727
Index Fund Advisors
California
$4.86M +$1.22M +2,388 +34%
MFG
3728
Midwest Financial Group
Kansas
$4.86M -$11.7K -23 -0.2%
AWMT
3729
AAFMAA Wealth Management & Trust
North Carolina
$4.86M -$149K -293 -3%
LIA
3730
Lynx Investment Advisory
District of Columbia
$4.86M +$42.3K +83 +0.9%
DKCM
3731
Davidson Kahn Capital Management
California
$4.85M +$12.8K +25 +0.3%
GPA
3732
Guerra Pan Advisors
New Jersey
$4.84M – – –
BL
3733
Balentine LLC
Georgia
$4.84M +$1.61M +3,149 +51%
PFW
3734
Petros Family Wealth
Minnesota
$4.83M +$170K +333 +4%
PTCG
3735
Pring Turner Capital Group
California
$4.83M -$118K -232 -2%
BWM
3736
Baron Wealth Management
Michigan
$4.83M -$394K -772 -8%
RCA
3737
Roberts Capital Advisors
Colorado
$4.83M -$7.37M -14,451 -61%
PWS
3738
Proactive Wealth Strategies
Georgia
$4.83M +$121K +237 +3%
SIC
3739
SJS Investment Consulting
Ohio
$4.83M +$961K +1,883 +25%
PCM
3740
Pointe Capital Management
Michigan
$4.82M – – –
RFG
3741
RFP Financial Group
Georgia
$4.82M -$31.6K -62 -0.6%
GCP
3742
GSA Capital Partners
United Kingdom
$4.82M -$10.8M -21,133 -69%
EBWM
3743
Eagle Bluffs Wealth Management
Missouri
$4.81M +$84.7K +166 +2%
WWM
3744
Whalen Wealth Management
Nevada
$4.81M +$2.45M +4,794 +107%
NF
3745
Nvest Financial
New Hampshire
$4.81M -$1.35M -2,643 -22%
EIP
3746
Ellis Investment Partners
Pennsylvania
$4.81M +$410K +803 +9%
BFG
3747
Birch Financial Group
New Hampshire
$4.8M +$248K +487 +6%
BBPWM
3748
Blue Bell Private Wealth Management
Pennsylvania
$4.8M -$300K -589 -6%
AP
3749
Arlington Partners
Alabama
$4.79M -$311K -609 -6%
SFG
3750
Seamount Financial Group
Colorado
$4.79M +$164K +321 +4%
148 149
150
151 152