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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
4551
Denver Wealth Management
Colorado
$475K +$313 +1 +0.1%
PIFP
4552
Partners in Financial Planning
Virginia
$473K +$26K +83 +6%
FCT
4553
Family Capital Trust
Massachusetts
$471K – – –
SAM
4554
Simplify Asset Management
Nevada
$468K -$409K -1,305 -49%
PWS
4555
Precision Wealth Strategies
Missouri
$468K -$72.1K -230 -14%
BBL
4556
Beck Bode LLC
Massachusetts
$465K -$48.3K -154 -10%
SMF
4557
Sterling Manor Financial
New York
$463K +$69K +220 +19%
LTL
4558
Lowery Thomas LLC
California
$458K +$116K +370 +38%
CWM
4559
Core Wealth Management
Florida
$456K -$7.21K -23 -2%
AI
4560
Arrien Investments
Idaho
$455K +$9.72K +31 +2%
FIC
4561
Family Investment Center
Missouri
$453K +$313 +1 +0.1%
KTA
4562
Keeley-Teton Advisors
Illinois
$449K – – –
GFWA
4563
Grey Fox Wealth Advisors
Delaware
$448K -$53.9K -172 -12%
RWG
4564
Regal Wealth Group
California
$447K +$313 +1 +0.1%
RPG
4565
Resource Planning Group
Georgia
$447K +$3.45K +11 +0.8%
AIS
4566
American Investment Services
Massachusetts
$444K -$2.28M -7,282 -85%
AC
4567
AXQ Capital
New Jersey
$443K +$407K +1,300 New
AC
4568
Applied Capital
Arkansas
$442K – – –
MG
4569
Marex Group
$441K +$406K +1,296 New
T
4570
TrueFG
Texas
$438K -$6.58K -21 -2%
TLFA
4571
True Link Financial Advisors
California
$436K +$35.1K +112 +10%
SG
4572
Sharper & Granite
California
$435K – – –
BWL
4573
Beacon Wealthcare LLC
North Carolina
$434K +$6.58K +21 +2%
LFGH
4574
Lee Financial Group Hawaii
Hawaii
$434K -$234K -747 -37%
FRM
4575
Fox Run Management
Connecticut
$432K +$398K +1,270 New
181 182
183
184 185