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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
3851
Falcon Wealth Planning
California
$1.22M -$96.6K -321 -8%
PFA
3852
Pettinga Financial Advisors
Indiana
$1.22M +$86.6K +288 +8%
KOC
3853
Koss-Olinger Consulting
Florida
$1.22M -$96K -319 -7%
IFO
3854
Independent Family Office
New York
$1.22M – – –
HCA
3855
Heck Capital Advisors
Wisconsin
$1.21M -$9.93K -33 -0.8%
SFM
3856
Systematic Financial Management
New Jersey
$1.21M – – –
GWM
3857
Greenhouse Wealth Management
Connecticut
$1.21M +$2.11K +7 +0.2%
NCG
3858
Newport Capital Group
New Jersey
$1.2M – – –
CCA
3859
Conestoga Capital Advisors
Pennsylvania
$1.19M – – –
IWP
3860
Innova Wealth Partners
Pennsylvania
$1.19M +$105K +350 +10%
SEA
3861
Stegent Equity Advisors
Texas
$1.19M -$233K -774 -17%
TW
3862
Towerpoint Wealth
California
$1.19M +$109K +363 +10%
SCM
3863
Stordahl Capital Management
Colorado
$1.19M +$271K +900 +30%
RWRC
3864
R.W. Roge & Company
New York
$1.19M – – –
VBFP
3865
Valtinson Bruner Financial Planning
Minnesota
$1.19M +$11.1K +37 +0.9%
AWM
3866
Abound Wealth Management
Tennessee
$1.19M +$88.5K +294 +8%
SOAG
3867
Silver Oak Advisory Group
Oregon
$1.18M -$138K -458 -11%
MWC
3868
MBM Wealth Consultants
Missouri
$1.18M +$95.1K +316 +9%
PWA
3869
PCG Wealth Advisors
Kansas
$1.18M +$504K +1,676 +77%
IWA
3870
Inspirion Wealth Advisors
Illinois
$1.18M +$247K +820 +27%
ACA
3871
Ackerman Capital Advisors
Texas
$1.18M – – –
BBW
3872
Blue Barn Wealth
Utah
$1.18M +$25.9K +86 +2%
RW
3873
RVW Wealth
California
$1.17M +$181K +602 +19%
WCM
3874
Wealthcare Capital Management
Virginia
$1.17M +$569K +1,892 +100%
B
3875
BetterWealth
California
$1.16M -$78.5K -261 -6%
153 154
155
156 157