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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
3951
Summit Securities Group
New York
$1.53M -$22.6M -72,220 -94%
CSIA
3952
Charles Schwab Investment Advisory
California
$1.53M +$423K +1,351 +43%
AFA
3953
Arlington Financial Advisors
California
$1.52M -$38.9K -124 -3%
EWP
3954
Engrave Wealth Partners
Texas
$1.52M -$32.3K -103 -2%
RWA
3955
Rainsberger Wealth Advisors
Colorado
$1.52M -$89.6K -286 -6%
CWA
3956
CJM Wealth Advisers
Virginia
$1.52M – – –
D
3957
Dentgroup
Louisiana
$1.52M -$60.5K -193 -4%
RWA
3958
Rooted Wealth Advisors
Illinois
$1.51M -$140K -448 -9%
CAM
3959
Concorde Asset Management
Michigan
$1.51M +$647K +2,064 +87%
CHJWM
3960
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.51M -$13.8K -44 -0.9%
CAM
3961
Clark Asset Management
New Hampshire
$1.5M +$63K +201 +5%
FWM
3962
Fingerlakes Wealth Management
New York
$1.5M -$23.8K -76 -2%
PWA
3963
Peterson Wealth Advisors
Utah
$1.5M +$313 +1 +0%
HFP
3964
Holistic Financial Partners
Indiana
$1.5M -$119K -380 -8%
RFN
3965
Redwood Financial Network
Ohio
$1.5M -$252K -803 -15%
CAG
3966
Curtis Advisory Group
California
$1.5M -$44.5K -142 -3%
GWWM
3967
Great Waters Wealth Management
Minnesota
$1.5M -$68K -217 -5%
BWM
3968
BCGM Wealth Management
Indiana
$1.5M +$264K +841 +24%
KOC
3969
Koss-Olinger Consulting
Florida
$1.5M -$111K -353 -7%
NPPM
3970
North Point Portfolio Managers
Ohio
$1.5M -$50.5K -161 -4%
MS
3971
Mizuho Securities
Japan
$1.49M -$464K -1,480 -25%
BA
3972
Bellwether Advisors
Nebraska
$1.49M +$291K +929 +27%
JTWM
3973
Jackson Thornton Wealth Management
Alabama
$1.49M +$363K +1,159 +36%
BFA
3974
BMS Financial Advisors
South Dakota
$1.49M -$347K -1,108 -20%
WCM
3975
Wallace Capital Management
Texas
$1.49M +$1.37M +4,362 New
157 158
159
160 161