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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4426
Thryve Wealth Management
Texas
$2.86M +$2.96M +5,906 New
SEP
4427
Signature Equity Partners
Ohio
$2.85M +$2.95M +5,895 New
IWA
4428
Inspirion Wealth Advisors
Illinois
$2.85M +$135K +269 +5%
BAS
4429
Breakthru Advisory Services
Wisconsin
$2.85M +$77.7K +155 +3%
PWS
4430
Precision Wealth Strategies
Missouri
$2.85M -$209K -417 -7%
SHF
4431
Safe Harbor Fiduciary
Florida
$2.84M +$2.95M +5,880 New
AFO
4432
Arrowroot Family Office
California
$2.84M -$39.1K -78 -1%
BWM
4433
BNB Wealth Management
Maryland
$2.84M +$2.95M +5,879 New
CWA
4434
Clarus Wealth Advisors
Arizona
$2.84M +$264K +527 +10%
VDC
4435
Van Diest Capital
Iowa
$2.84M +$2.95M +5,877 New
RIA
4436
Rhodes Investment Advisors
Texas
$2.84M +$2.94M +5,873 New
KOMWMG
4437
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.84M -$82.2K -164 -3%
AFA
4438
Antonelli Financial Advisors
Michigan
$2.84M +$4.01K +8 +0.1%
PPC
4439
Pennington Partners & Co
Maryland
$2.84M +$135K +269 +5%
MSWMA
4440
Market Street Wealth Management Advisors
Indiana
$2.83M +$85.2K +170 +3%
BW
4441
Blalock Williams
Alabama
$2.83M -$273K -544 -9%
CWA
4442
CogentBlue Wealth Advisors
Tennessee
$2.82M -$9.52K -19 -0.3%
OTL
4443
Oak Thistle LLC
New York
$2.82M +$2.92M +5,833 New
SFS
4444
Sunrise Financial Services
Washington
$2.81M +$2.91M +5,810 New
CP
4445
Creekside Partners
California
$2.81M -$42.1K -84 -1%
CFO
4446
Capitol Family Office
Oregon
$2.81M -$394K -786 -12%
AWP
4447
Atlas Wealth Partners
Pennsylvania
$2.81M -$25.1K -50 -0.9%
ORG
4448
Optimist Retirement Group
Washington
$2.8M -$302K -602 -9%
LOIP
4449
Live Oak Investment Partners
Texas
$2.8M -$469K -936 -14%
MAM
4450
Mainsail Asset Management
Alabama
$2.8M -$265K -529 -8%
176 177
178
179 180