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Name Holding Trade Value Shares
Change 		Change in
Stake
SRG
3851
SBB Research Group
Illinois
$978K +$29K +107 +3%
AWM
3852
Abound Wealth Management
Tennessee
$977K -$11.1K -41 -1%
KOC
3853
Koss-Olinger Consulting
Florida
$975K -$39.4K -145 -4%
FC
3854
Financial Council
Maryland
$974K +$8.96K +33 +0.9%
PMG
3855
Private Management Group
California
$972K +$15.7K +58 +2%
B
3856
BetterWealth
California
$971K +$1.36K +5 +0.1%
AWM
3857
Aprio Wealth Management
Georgia
$968K +$257K +948 +34%
SOAG
3858
Silver Oak Advisory Group
Oregon
$964K -$23.6K -87 -2%
PP
3859
PrairieView Partners
Minnesota
$964K – – –
DP
3860
Denver PWM
Colorado
$962K -$198K -728 -16%
PWC
3861
PYA Waltman Capital
Tennessee
$957K – – –
FCG
3862
Financial Connections Group
California
$954K +$33.7K +124 +3%
MAM
3863
Marotta Asset Management
Virginia
$953K +$3.8K +14 +0.2%
PWS
3864
Peterson Wealth Services
Utah
$952K -$1.13M -4,146 -53%
TWM
3865
Trinity Wealth Management
Pennsylvania
$952K +$2.71K +10 +0.3%
PS
3866
Planned Solutions
California
$952K +$34.7K +128 +4%
RC
3867
Rovin Capital
Arizona
$952K +$49.7K +183 +5%
CF
3868
Corrigan Financial
Rhode Island
$950K -$1.36M -5,006 -58%
SWP
3869
ShoreHaven Wealth Partners
New Jersey
$948K +$177K +653 +21%
RA
3870
Rise Advisors
New York
$940K -$3.26K -12 -0.3%
BDF
3871
Black Diamond Financial
Maryland
$936K +$71.4K +263 +8%
CWA
3872
Capital Wealth Alliance
Arizona
$934K +$26.3K +97 +3%
PCMF
3873
Private Capital Management (Florida)
Florida
$934K +$352K +1,298 +55%
SHWM
3874
Smith & Howard Wealth Management
Georgia
$932K -$95K -350 -9%
GRQ
3875
Gardner Russo & Quinn
Pennsylvania
$932K -$20.4K -75 -2%
153 154
155
156 157