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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
4401
Stonekeep Investments
New Mexico
$2.32M -$84.3K -198 -3%
UFA
4402
US Financial Advisors
Massachusetts
$2.32M +$197K +463 +9%
RWMH
4403
Riverpoint Wealth Management Holdings
Illinois
$2.32M +$4.26K +10 +0.2%
SWA
4404
Serenus Wealth Advisors
California
$2.31M +$2.34M +5,487 New
BWS
4405
Broadway Wealth Solutions
Texas
$2.31M +$2.34M +5,485 New
HIG
4406
Heritage Investment Group
Florida
$2.31M -$306K -718 -12%
DFS
4407
Dixon Fnancial Services
California
$2.31M +$45.1K +106 +2%
FFM
4408
Flagstone Financial Management
Nebraska
$2.3M -$11.9K -28 -0.5%
FAN
4409
Financial Advisors Network
California
$2.3M +$2.32M +5,454 New
NA
4410
Nautilus Advisors
California
$2.3M +$2.32M +5,453 New
AWM
4411
Apex Wealth Management
New Hampshire
$2.3M +$2.32M +5,450 New
TWM
4412
TriaGen Wealth Management
California
$2.29M – – –
TCB
4413
Texas Capital Bancshares
Texas
$2.28M +$8.95K +21 +0.4%
DI
4414
Dalton Investments
Nevada
$2.28M -$1.15M -2,700 -33%
PWM
4415
Pinnacle Wealth Management
California
$2.27M -$25.1K -59 -1%
CA
4416
Claris Advisors
Missouri
$2.27M +$999K +2,346 +77%
MWM
4417
MFG Wealth Management
Indiana
$2.26M +$2.28M +5,363 New
PP
4418
PrairieView Partners
Minnesota
$2.26M +$53.2K +125 +2%
GWWM
4419
Great Waters Wealth Management
Minnesota
$2.26M +$95.8K +225 +4%
FTA
4420
Financial & Tax Architects
Missouri
$2.25M +$49K +115 +2%
CBOR
4421
Community Bank of Raymore
Missouri
$2.25M +$365K +857 +19%
S
4422
SharpePoint
Arizona
$2.25M +$2.27M +5,339 New
WCP
4423
Wealthcare Capital Partners
Pennsylvania
$2.24M +$2.27M +5,321 New
YWS
4424
Yarger Wealth Strategies
Ohio
$2.24M +$146K +343 +7%
MFT
4425
Moisand Fitzgerald Tamayo
Florida
$2.23M -$6.39K -15 -0.3%
175 176
177
178 179