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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4626
Covey Capital Advisors
Georgia
$921K – – –
BWG
4627
Balanced Wealth Group
Ohio
$921K +$872K +2,450 New
CWM
4628
Collaborative Wealth Management
Florida
$920K -$33.1K -93 -4%
BMD
4629
Better Money Decisions
New Mexico
$920K +$39.2K +110 +5%
MWA
4630
Martel Wealth Advisors
Washington
$919K +$51.6K +145 +6%
RPSA
4631
Richard P. Slaughter Associates
Texas
$918K +$180K +507 +26%
SM
4632
Sensible Money
Arizona
$916K -$24.9K -70 -3%
SSWG
4633
Seven Springs Wealth Group
Tennessee
$914K +$172K +484 +25%
SHF
4634
Stage Harbor Financial
Massachusetts
$914K +$865K +2,430 New
OFS
4635
Oldfather Financial Services
Nebraska
$912K +$42K +118 +5%
ACM
4636
Alamar Capital Management
California
$909K +$35.6K +100 +4%
CFS
4637
CGC Financial Services
Oregon
$908K +$62.6K +176 +8%
XSC
4638
X-Square Capital
Puerto Rico
$901K +$50.5K +142 +6%
AI
4639
ArchPoint Investors
Florida
$900K +$1.07K +3 +0.1%
KL
4640
KilterHowling LLC
Colorado
$898K +$26.3K +74 +4%
HIA
4641
HTG Investment Advisors
Connecticut
$898K – – –
DRS
4642
Deane Retirement Strategies
Louisiana
$898K -$3.26M -9,153 -79%
ST
4643
Sageworth Trust
Pennsylvania
$894K – – –
TA
4644
Tactive Advisors
Florida
$893K +$192K +540 +29%
PSF
4645
Pacific Sun Financial
California
$893K -$1.78K -5 -0.2%
CWM
4646
Chicago Wealth Management
Illinois
$891K -$9.61K -27 -1%
RC
4647
Rovin Capital
Arizona
$890K +$113K +317 +15%
SS
4648
Sound Stewardship
Kansas
$886K – – –
CPCP
4649
Cedar Point Capital Partners
Iowa
$886K +$838K +2,355 New
BA
4650
Ballew Advisors
Mississippi
$885K -$10.3K -29 -1%
184 185
186
187 188