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Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
4151
Petix & Botte Financial
California
$1.83M – – –
AWM
4152
Allen Wealth Management
North Carolina
$1.83M +$1.73M +4,867 New
BBW
4153
Blue Barn Wealth
Utah
$1.83M +$315K +884 +22%
KIG
4154
Kennedy Investment Group
New Jersey
$1.82M +$126K +355 +8%
BWM
4155
BCGM Wealth Management
Indiana
$1.82M +$59.1K +166 +4%
GA
4156
Greenspring Advisors
Maryland
$1.82M -$27.8K -78 -2%
NPPM
4157
North Point Portfolio Managers
Ohio
$1.82M +$159K +447 +10%
VR
4158
Valued Retirements
Texas
$1.82M +$1.72M +4,838 New
CAM
4159
Crestone Asset Management
Colorado
$1.81M +$1.78K +5 +0.1%
TF
4160
TLWM Financial
Texas
$1.81M +$3.92K +11 +0.2%
EWP
4161
Engrave Wealth Partners
Texas
$1.81M -$1.42K -4 -0.1%
CMA
4162
Cedar Mountain Advisors
Oregon
$1.8M -$8.9K -25 -0.5%
FFM
4163
Flagstone Financial Management
Nebraska
$1.8M +$11.7K +33 +0.7%
PIM
4164
Profit Investment Management
Maryland
$1.8M -$17.8K -50 -1%
CWM
4165
Cherrydale Wealth Management
New Jersey
$1.79M +$110K +309 +7%
4WM
4166
49 Wealth Management
Texas
$1.79M +$1.7M +4,770 New
MWM
4167
Meritas Wealth Management
California
$1.79M +$29.9K +84 +2%
C
4168
CEDRUS
Colorado
$1.79M -$287K -806 -14%
LFGO
4169
Legacy Financial Group (Oklahoma)
Oklahoma
$1.79M -$91.5K -257 -5%
HSG
4170
Helen Stephens Group
Texas
$1.79M -$45.2K -127 -3%
RWA
4171
Rainsberger Wealth Advisors
Colorado
$1.78M +$2.85K +8 +0.2%
EP
4172
Essential Planning
New Hampshire
$1.78M +$56.9K +160 +3%
SIS
4173
Strategic Investment Solutions
Illinois
$1.78M -$35.4M -99,410 -95%
AFM
4174
Armstrong Fleming & Moore
District of Columbia
$1.78M -$2.14K -6 -0.1%
JTWM
4175
Jackson Thornton Wealth Management
Alabama
$1.77M +$37K +104 +2%
165 166
167
168 169