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Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
4326
Koss-Olinger Consulting
Florida
$1.75M -$8.11M -19,196 -83%
CFP
4327
Curran Financial Partners
South Carolina
$1.75M +$236K +560 +17%
RC
4328
Rovin Capital
Arizona
$1.75M +$185K +438 +13%
TFA
4329
Trinity Financial Advisors
Ohio
$1.75M +$149K +352 +10%
WAM
4330
Worth Asset Management
Texas
$1.75M -$257K -608 -13%
HCP
4331
Hardin Capital Partners
South Carolina
$1.74M +$1.65M +3,902 New
LI
4332
LVZ Inc
Michigan
$1.74M +$297K +704 +22%
CWA
4333
Cascade Wealth Advisors
Washington
$1.74M -$106K -250 -6%
I
4334
IMPACTfolio
Colorado
$1.74M +$23.6K +56 +1%
PWA
4335
Peterson Wealth Advisors
Utah
$1.73M +$19K +45 +1%
VFPI
4336
Vantage Financial Partners (Illinois)
Illinois
$1.73M -$69.7K -165 -4%
JCM
4337
JAT Capital Management
Connecticut
$1.73M -$3.17M -7,500 -66%
OPOWM
4338
One Plus One Wealth Management
Florida
$1.73M -$854K -2,023 -34%
JA
4339
JVL Associates
Michigan
$1.73M +$2.11K +5 +0.1%
DPW
4340
DiNuzzo Private Wealth
Pennsylvania
$1.72M +$80.7K +191 +5%
SWMG
4341
Sard Wealth Management Group
Georgia
$1.71M -$185K -439 -10%
RWM
4342
Reston Wealth Management
Virginia
$1.71M +$50.7K +120 +3%
MWM
4343
Mosley Wealth Management
California
$1.71M +$182K +430 +13%
GFL
4344
Granite FO LLC
New Hampshire
$1.71M -$11K -26 -0.7%
RGF
4345
Retirement Guys Formula
Ohio
$1.7M -$304K -720 -16%
GWM
4346
Greenhouse Wealth Management
Connecticut
$1.7M +$2.11K +5 +0.1%
PWC
4347
PYA Waltman Capital
Tennessee
$1.7M +$2.11K +5 +0.1%
PCMC
4348
Planning Capital Management Corporation
Pennsylvania
$1.7M +$387K +917 +32%
RWM
4349
Revisor Wealth Management
Ohio
$1.7M -$1.12M -2,663 -41%
HPFG
4350
Hart & Patterson Financial Group
Massachusetts
$1.7M +$30.4K +72 +2%
172 173
174
175 176