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Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
3901
Resolute Wealth Strategies
Mississippi
$2.5M +$41.3K +116 +2%
AFG
3902
Altiora Financial Group
Ohio
$2.5M +$511K +1,435 +28%
GCP
3903
GSA Capital Partners
United Kingdom
$2.5M +$803K +2,256 +51%
DA
3904
Detalus Advisors
Missouri
$2.49M -$105K -295 -4%
SPW
3905
Sonoma Private Wealth
California
$2.48M -$245K -687 -9%
SHJ
3906
Sharkey, Howes & Javer
Colorado
$2.48M +$37.7K +106 +2%
AL
3907
ADE LLC
Maryland
$2.48M – – –
MTC
3908
Matrix Trust Company
Colorado
$2.47M +$53.7K +151 +2%
RIS
3909
Retirement Income Solutions
Michigan
$2.47M +$11.4K +32 +0.5%
CCA
3910
Cottonwood Capital Advisors
Utah
$2.46M +$676K +1,900 +41%
PWM
3911
Partnership Wealth Management
Maryland
$2.46M +$2.2M +6,177 New
PFA
3912
Pathway Financial Advisors
Vermont
$2.45M +$38.8K +109 +2%
AWA
3913
ARQ Wealth Advisors
Arizona
$2.45M -$30.3K -85 -1%
PWP
3914
Phillips Wealth Planners
Mississippi
$2.45M -$140K -393 -6%
PFA
3915
Peak Financial Advisors
Colorado
$2.45M +$1.98M +5,569 +589%
CFO
3916
Collective Family Office
Pennsylvania
$2.45M -$255K -716 -10%
FC
3917
FCA Corp
Texas
$2.45M -$1.42K -4 -0.1%
CC
3918
Copperleaf Capital
North Carolina
$2.44M -$444K -1,247 -16%
TCB
3919
Texas Capital Bancshares
Texas
$2.43M -$23.1K -65 -1%
JBA
3920
Johnson Bixby & Associates
Washington
$2.43M -$22.8K -64 -1%
TWM
3921
Trevian Wealth Management
Massachusetts
$2.42M -$34.2K -96 -1%
PMG
3922
Private Management Group
California
$2.42M +$84.7K +238 +4%
CP
3923
Coho Partners
Pennsylvania
$2.42M -$10.3K -29 -0.4%
HS
3924
Horan Securities
United States
$2.42M +$25.6K +72 +1%
PWM
3925
Paulson Wealth Management
Illinois
$2.42M -$93.3K -262 -4%
155 156
157
158 159