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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4126
Cedar Wealth Management
California
$1.88M +$146K +411 +9%
CSIA
4127
Conrad Siegel Investment Advisors
Pennsylvania
$1.88M +$133K +373 +8%
ORG
4128
Optimist Retirement Group
Washington
$1.87M +$1.77M +4,985 New
PPA
4129
Painted Porch Advisors
California
$1.87M +$1.77M +4,974 New
VBFP
4130
Valtinson Bruner Financial Planning
Minnesota
$1.87M +$34.9K +98 +2%
SFG
4131
Seamount Financial Group
Colorado
$1.87M +$1.77M +4,968 New
WAOI
4132
Wealth Advisors of Iowa
Iowa
$1.87M -$55.2K -155 -3%
HR
4133
Hardy Reed
Mississippi
$1.87M +$222K +623 +14%
CMBA
4134
C.M. Bidwell & Associates
Hawaii
$1.86M +$3.2K +9 +0.2%
MFA
4135
Millington Financial Advisors
Illinois
$1.86M -$385K -1,081 -18%
TWM
4136
TriaGen Wealth Management
California
$1.86M -$19.6K -55 -1%
RSWA
4137
Robinson Smith Wealth Advisors
Maine
$1.86M +$1.76M +4,948 New
SOAG
4138
Silver Oak Advisory Group
Oregon
$1.86M -$101K -284 -5%
KWM
4139
Kaydan Wealth Management
Michigan
$1.86M -$17.1K -48 -1%
CWA
4140
CJM Wealth Advisers
Virginia
$1.85M -$16.7K -47 -0.9%
WIA
4141
Wetzel Investment Advisors
Indiana
$1.85M +$1.75M +4,917 New
OWM
4142
OneAscent Wealth Management
Alabama
$1.85M +$151K +424 +9%
RCI
4143
RS Crum Inc
California
$1.85M +$36.3K +102 +2%
RPA
4144
Rock Point Advisors
Vermont
$1.84M -$71.2K -200 -4%
A
4145
AJOVista
Massachusetts
$1.84M +$1.74M +4,900 New
TC
4146
Trilogy Capital
California
$1.84M +$30.6K +86 +2%
CCP
4147
Cunning Capital Partners
North Carolina
$1.84M – – –
AP
4148
Atwood & Palmer
Missouri
$1.84M -$89K -250 -5%
4WM
4149
4J Wealth Management
Virginia
$1.84M -$93.6K -263 -5%
CWM
4150
Cranbrook Wealth Management
Michigan
$1.84M +$46.6K +131 +3%
164 165
166
167 168