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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3901
PrairieView Partners
Minnesota
$1.71M -$423K -1,281 -19%
MAM
3902
Marotta Asset Management
Virginia
$1.71M +$11.9K +36 +0.7%
CPP
3903
Capasso Planning Partners
South Carolina
$1.71M +$15.9K +48 +0.9%
BBPWM
3904
Blue Bell Private Wealth Management
Pennsylvania
$1.71M +$150K +453 +9%
CW
3905
Cook Wealth
North Carolina
$1.7M +$677K +2,050 +65%
SFS
3906
Security Financial Services
Indiana
$1.7M +$4.96K +15 +0.3%
CWM
3907
CarsonAllaria Wealth Management
Illinois
$1.69M +$8.59K +26 +0.5%
DSA
3908
Droms Strauss Advisors
Missouri
$1.69M -$31.7K -96 -2%
KA
3909
Kure Advisory
Minnesota
$1.69M +$1.77M +5,347 New
LCM
3910
Lewis Capital Management
California
$1.69M +$455K +1,378 +35%
CPM
3911
Connective Portfolio Management
New York
$1.68M – – –
3F
3912
360 Financial
Minnesota
$1.68M -$237K -717 -12%
PFA
3913
Petra Financial Advisors
Colorado
$1.68M +$826K +2,500 +89%
FP
3914
Fiduciary Planning
Florida
$1.68M -$150K -453 -8%
FWM
3915
Fingerlakes Wealth Management
New York
$1.67M +$290K +879 +20%
IA
3916
IFG Advisors
Missouri
$1.67M -$8.59K -26 -0.5%
GSC
3917
G&S Capital
Colorado
$1.67M +$346K +1,048 +25%
BWM
3918
BigSur Wealth Management
Florida
$1.67M +$66.1K +200 +4%
APW
3919
Aurora Private Wealth
New Jersey
$1.66M +$486K +1,472 +39%
CCA
3920
Cravens & Co Advisors
Tennessee
$1.66M -$15.9K -48 -0.9%
RB
3921
Richmond Brothers
Michigan
$1.66M -$634K -1,920 -27%
GAA
3922
Global Assets Advisory
Florida
$1.66M +$48.6K +147 +3%
GFG
3923
Goldstone Financial Group
Illinois
$1.65M -$151K -456 -8%
AWC
3924
Adamsbrown Wealth Consultants
Kansas
$1.65M +$26.4K +80 +2%
SOAG
3925
Silver Oak Advisory Group
Oregon
$1.65M +$560K +1,695 +48%
155 156
157
158 159