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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3801
SFG Wealth Management
Maryland
$1.32M -$83.9K -279 -6%
VC
3802
Veery Capital
Delaware
$1.32M +$83K +276 +7%
CAM
3803
Concorde Asset Management
Michigan
$1.32M +$635K +2,110 +97%
LFS
3804
Legacy Financial Strategies
Kansas
$1.32M +$231K +768 +22%
RDFA
3805
Ritter Daniher Financial Advisory
Ohio
$1.31M +$49K +163 +4%
FPWM
3806
FSB Premier Wealth Management
Iowa
$1.31M -$182K -606 -12%
CS
3807
Capital Square
Tennessee
$1.31M +$57.2K +190 +5%
SFS
3808
Security Financial Services
Indiana
$1.31M +$29.5K +98 +2%
OHU
3809
Odey Holdings (UK)
United Kingdom
$1.31M – – –
SC
3810
Sonen Capital
California
$1.3M -$1.03M -3,417 -45%
CFAM
3811
Coury Firm Asset Management
Pennsylvania
$1.3M -$45.4K -151 -3%
BWM
3812
Brickley Wealth Management
California
$1.3M +$325K +1,081 +34%
RFN
3813
Redwood Financial Network
Ohio
$1.3M +$1.27M +4,221 New
BHWM
3814
Beaird Harris Wealth Management
Texas
$1.29M -$570K -1,893 -31%
RTL
3815
Red Tortoise LLC
Georgia
$1.29M – – –
IAA
3816
Ironsides Asset Advisors
North Carolina
$1.29M -$72.8K -242 -5%
FA
3817
Fountainhead AM
New Jersey
$1.28M -$113K -377 -8%
BA
3818
Bridge Advisory
California
$1.27M -$137K -455 -10%
MAWCM
3819
Mine & Arao Wealth Creation & Management
California
$1.27M -$36.7K -122 -3%
SPI
3820
Santori & Peters Inc
Pennsylvania
$1.27M +$74.9K +249 +6%
SPAS
3821
Spectrum Planning & Advisory Services
California
$1.27M +$67.7K +225 +6%
P
3822
Palladiem
Pennsylvania
$1.27M +$301 +1 +0%
CWA
3823
CJM Wealth Advisers
Virginia
$1.26M – – –
CIG
3824
Cairn Investment Group
Washington
$1.26M +$57.8K +192 +5%
FA
3825
Fiducient Advisors
Illinois
$1.26M +$310K +1,031 +34%
151 152
153
154 155