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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
4501
Kaydan Wealth Management
Michigan
$2.02M +$66.5K +159 +3%
SG
4502
Sankala Group
Colorado
$2.02M -$45.2K -108 -2%
AP
4503
Atwood & Palmer
Missouri
$2.01M +$310K +740 +16%
HWA
4504
Hilltop Wealth Advisors
North Carolina
$2.01M -$1.89M -4,526 -45%
JHC
4505
J. Hagan Capital
Kentucky
$2.01M +$295K +705 +15%
GWM
4506
Greenline Wealth Management
Florida
$2.01M +$163K +390 +8%
CW
4507
Cedarwood Wealth
Colorado
$2.01M +$505K +1,207 +29%
BCG
4508
BayBridge Capital Group
California
$2.01M – – –
IAG
4509
Investmark Advisory Group
Connecticut
$2M -$55.2K -132 -2%
IA
4510
Invested Advisors
Pennsylvania
$2M -$50.2K -120 -2%
FFL
4511
Financial Freedom LLC
Ohio
$2M +$49K +117 +2%
TDB
4512
Thompson David Blair
$2M +$18.4K +44 +0.8%
PF
4513
PlanVest Financial
Maryland
$2M +$2.26M +5,400 New
MCM
4514
Mainstream Capital Management
California
$2M +$35.1K +84 +2%
CAG
4515
Centerpoint Advisory Group
Kansas
$2M -$5.86K -14 -0.3%
AP
4516
Advisortrust Partners
North Carolina
$2M -$95.8K -229 -4%
PPA
4517
Painted Porch Advisors
California
$1.99M -$91.2K -218 -4%
PI
4518
Pachira Investments
California
$1.99M +$259K +618 +13%
BWM
4519
BNB Wealth Management
Maryland
$1.99M -$214K -512 -9%
KDA
4520
Kraft Davis & Associates
Missouri
$1.99M -$123K -295 -6%
RA
4521
Ruggaard & Associates
Ohio
$1.98M +$1.25K +3 +0.1%
TA
4522
TrueWealth Advisors
Alabama
$1.98M +$58.2K +139 +3%
SA
4523
SRH Advisors
Kansas
$1.98M -$29.3K -70 -1%
PS
4524
Planned Solutions
California
$1.98M -$119K -285 -5%
HSG
4525
Helen Stephens Group
Texas
$1.98M +$203K +484 +10%
179 180
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