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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3951
Steinberganna Wealth Management
New York
$3.13M -$289K -715 -8%
IAP
3952
Indie Asset Partners
Indiana
$3.13M +$89.8K +222 +3%
AG
3953
AmeriFlex Group
Nevada
$3.13M -$463K -1,144 -12%
NCM
3954
New Capital Management
Texas
$3.12M +$11.7K +29 +0.3%
DA
3955
Dougherty & Associates
Florida
$3.12M -$348K -860 -9%
NWWA
3956
New Wave Wealth Advisors
Arkansas
$3.12M +$316K +782 +10%
TLCM
3957
Twin Lakes Capital Management
California
$3.11M +$809 +2 +0%
IVP
3958
Intrinsic Value Partners
Arizona
$3.11M – – –
FLP
3959
Financial Life Planners
Arizona
$3.11M -$104K -256 -3%
ARC
3960
Advisor Resource Council
Texas
$3.11M +$73.2K +181 +2%
NWMG
3961
National Wealth Management Group
Ohio
$3.11M -$832K -2,057 -20%
BCM
3962
BluePath Capital Management
Georgia
$3.1M +$143K +353 +4%
SF
3963
Sun Financial
Utah
$3.1M +$318K +785 +15%
FNBSF
3964
First National Bank Sioux Falls
South Dakota
$3.1M – – –
BEW
3965
Burton Enright Welch
California
$3.1M -$44.5K -110 -1%
PPA
3966
Pacific Point Advisors
California
$3.1M -$318K -787 -9%
CWA
3967
Clarus Wealth Advisors
Arizona
$3.1M +$486K +1,202 +17%
RW
3968
Rede Wealth
Virginia
$3.1M +$7.69K +19 +0.2%
BWM
3969
BankPlus Wealth Management
Mississippi
$3.1M +$111K +274 +3%
CL
3970
CIM LLC
New York
$3.1M -$546K -1,350 -14%
PC
3971
Pecaut & Co
Iowa
$3.1M -$14.2K -35 -0.4%
RIM
3972
Rockbridge Investment Management
New York
$3.09M +$6.07K +15 +0.2%
CA
3973
Carson Advisory
Georgia
$3.08M +$83.3K +206 +3%
MFA
3974
Millington Financial Advisors
Illinois
$3.07M +$19.8K +49 +0.6%
OW
3975
Olistico Wealth
Oklahoma
$3.06M -$135K -334 -4%
157 158
159
160 161