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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
4101
Paladin Wealth
Minnesota
$3.04M +$418K +982 +16%
BWM
4102
BankPlus Wealth Management
Mississippi
$3.04M +$3.07M +7,204 New
KOMWMG
4103
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.04M -$70.7K -166 -2%
LFGO
4104
Legacy Financial Group (Oklahoma)
Oklahoma
$3.04M +$356K +836 +13%
TFG
4105
Taylor Financial Group
Virginia
$3.03M – – –
SCP
4106
Silverleafe Capital Partners
Tennessee
$3.03M +$12.4K +29 +0.4%
MAMG
4107
Milestone Asset Management Group
Connecticut
$3.03M +$3.06M +7,191 New
AFG
4108
Altiora Financial Group
Ohio
$3.03M +$221K +520 +8%
HI
4109
Human Investing
Oregon
$3.03M -$106K -248 -3%
GL
4110
Gerber LLC
Ohio
$3.01M -$4.26K -10 -0.1%
WAG
4111
Wallace Advisory Group
California
$3.01M -$187K -440 -6%
SFB
4112
STAR Financial Bank
Indiana
$3.01M -$738K -1,733 -20%
BAM
4113
BOS Asset Management
Illinois
$3.01M -$139K -327 -4%
DFP
4114
Defined Financial Planning
California
$3.01M +$3.04M +7,130 New
MWA
4115
Medallion Wealth Advisors
Connecticut
$3M +$3.1M +7,281 New
PIA
4116
Prakash Investment Advisors
Massachusetts
$3M +$3.03M +7,121 New
NEWAS
4117
N.E.W. Advisory Services
Wisconsin
$3M -$181K -426 -6%
LAS
4118
Legacy Advisory Services
Pennsylvania
$3M -$846K -1,985 -22%
AWS
4119
Aspen Wealth Strategies
Colorado
$2.99M +$19.6K +46 +0.7%
CSA
4120
Cornerstone Select Advisors
Missouri
$2.99M +$3.02M +7,097 New
SWM
4121
SFG Wealth Management
Maryland
$2.99M +$20.4K +48 +0.7%
SR
4122
Syntax Research
Florida
$2.99M +$1.28K +3 +0%
MPM
4123
MBB Public Markets
Illinois
$2.99M +$2.75M +6,456 +1,025%
SSCM
4124
Spectrum Strategic Capital Management
Oregon
$2.98M +$52K +122 +2%
OFA
4125
Onyx Financial Advisors
Idaho
$2.97M -$37.9K -89 -1%
163 164
165
166 167