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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
4126
Smith & Howard Wealth Management
Georgia
$1.23M +$35.4K +107 +3%
SIA
4127
Sage Investment Advisers
New York
$1.21M +$661 +2 +0.1%
SFG
4128
Steward Financial Group
Texas
$1.21M +$11.6K +35 +0.9%
PS
4129
Planned Solutions
California
$1.21M +$40.3K +122 +3%
GFL
4130
Granite FO LLC
New Hampshire
$1.21M +$89.2K +270 +8%
MPCG
4131
Matrix Private Capital Group
New York
$1.2M -$25.4K -77 -2%
CA
4132
Crumly & Associates
Illinois
$1.2M +$31.4K +95 +3%
PWC
4133
PYA Waltman Capital
Tennessee
$1.2M -$106K -321 -8%
GWM
4134
Greenhouse Wealth Management
Connecticut
$1.2M -$5.29K -16 -0.4%
WOSD
4135
WFA of San Diego
California
$1.19M -$29.7K -90 -2%
TFA
4136
Trinity Financial Advisors
Ohio
$1.19M +$36.7K +111 +3%
CAP
4137
Columbia Advisory Partners
Washington
$1.19M +$75.3K +228 +6%
SWIM
4138
Smallwood Wealth Investment Management
New Jersey
$1.19M -$49.9K -151 -4%
AFS
4139
Annapolis Financial Services
Maryland
$1.19M +$44.6K +135 +4%
RWG
4140
Ratio Wealth Group
Colorado
$1.19M +$306K +926 +33%
NRW
4141
Nova R Wealth
Kansas
$1.19M -$295K -894 -19%
SCM
4142
Stordahl Capital Management
Colorado
$1.18M +$28.1K +85 +2%
DIA
4143
Dean Investment Associates
Ohio
$1.18M -$9.25K -28 -0.7%
VFPI
4144
Vantage Financial Partners (Illinois)
Illinois
$1.18M -$2.25M -6,794 -65%
RWM
4145
Reston Wealth Management
Virginia
$1.17M +$63.1K +191 +5%
DA
4146
Drake & Associates
Wisconsin
$1.17M -$107K -324 -8%
HCA
4147
Heck Capital Advisors
Wisconsin
$1.17M +$17.5K +53 +1%
YWS
4148
Yarger Wealth Strategies
Ohio
$1.17M +$44.3K +134 +4%
AWA
4149
Alaska Wealth Advisors
Alaska
$1.17M +$119K +361 +11%
VNB
4150
Virginia National Bank
Virginia
$1.17M – – –
164 165
166
167 168