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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
3776
Holistic Financial Partners
Indiana
$1.45M +$91.4K +282 +7%
SOAG
3777
Silver Oak Advisory Group
Oregon
$1.45M +$1.39M +4,300 New
TC
3778
Tacita Capital
Ontario, Canada
$1.45M – – –
FP
3779
Fiduciary Planning
Florida
$1.44M -$1.96M -6,036 -58%
GFP
3780
Guardian Financial Partners
California
$1.44M +$1.39M +4,280 New
MAC
3781
Mason & Associates (California)
California
$1.44M +$1.39M +4,280 New
HA
3782
HYA Advisors
Missouri
$1.44M +$171K +527 +14%
FWP
3783
Falcon Wealth Planning
California
$1.44M +$245K +756 +22%
KOC
3784
Koss-Olinger Consulting
Florida
$1.43M -$338K -1,041 -20%
SC
3785
Soundwatch Capital
Connecticut
$1.43M – – –
SPA
3786
Sentinel Pension Advisors
Massachusetts
$1.43M +$370K +1,140 +37%
MAWCM
3787
Mine & Arao Wealth Creation & Management
California
$1.43M -$6.81K -21 -0.5%
OHU
3788
Odey Holdings (UK)
United Kingdom
$1.43M – – –
PGWM
3789
Pitti Group Wealth Management
New York
$1.42M +$1.37M +4,213 New
BA
3790
Bridgewater Associates
Connecticut
$1.41M -$376K -1,159 -22%
VBFP
3791
Valtinson Bruner Financial Planning
Minnesota
$1.41M -$26.3K -81 -2%
RCI
3792
RS Crum Inc
California
$1.41M +$1.36M +4,202 New
AWA
3793
Aletheian Wealth Advisors
Washington
$1.41M +$1.36M +4,190 New
RTL
3794
Red Tortoise LLC
Georgia
$1.4M -$44.4K -137 -3%
DGI
3795
Disciplined Growth Investors
Minnesota
$1.4M +$994K +3,066 +276%
CWM
3796
Cherrydale Wealth Management
New Jersey
$1.4M +$1.35M +4,160 New
SFS
3797
Security Financial Services
Indiana
$1.4M +$1.35M +4,157 New
TF
3798
TLWM Financial
Texas
$1.4M -$187K -577 -12%
SFP
3799
Sweet Financial Partners
Minnesota
$1.4M +$1.35M +4,151 New
SHWM
3800
Smith & Howard Wealth Management
Georgia
$1.39M +$16.2K +50 +1%
150 151
152
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