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Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
4676
Element Pointe Advisors
Florida
$2.28M +$102K +203 +4%
FL
4677
FreeGulliver LLC
Louisiana
$2.28M -$809K -1,614 -25%
ITG
4678
Index Technologies Group
New York
$2.28M +$2.36M +4,708 New
WA
4679
WESPAC Advisors
California
$2.28M +$513K +1,023 +28%
CGH
4680
CMG Global Holdings
Texas
$2.27M -$541K -1,080 -16%
AP
4681
Atwood & Palmer
Missouri
$2.27M -$113K -226 -5%
EW
4682
Expressive Wealth
Illinois
$2.27M +$2.35M +4,695 New
EFL
4683
ERn Financial LLC
Wisconsin
$2.27M -$2K -4 -0.1%
RTC
4684
Riverview Trust Company
Washington
$2.27M +$5.51K +11 +0.2%
PP
4685
Postrock Partners
Oregon
$2.26M – – –
BC
4686
Brio Consultants
California
$2.26M +$183K +366 +8%
SWM
4687
Shelton Wealth Management
Texas
$2.26M +$142K +283 +6%
BWG
4688
Beta Wealth Group
California
$2.26M -$89.7K -179 -4%
CAM
4689
CPA Asset Management
Florida
$2.26M +$760K +1,516 +48%
AF
4690
Abound Financial
California
$2.26M -$18.5K -37 -0.8%
GCM
4691
Gambit Capital Management
Tennessee
$2.25M +$2.34M +4,660 New
AW
4692
Avion Wealth
Texas
$2.25M -$154K -308 -6%
KFS
4693
Kelly Financial Services
Massachusetts
$2.25M +$109K +217 +5%
RGF
4694
Retirement Guys Formula
Ohio
$2.25M +$20K +40 +0.9%
CFWMA
4695
Center for Wealth Management Advisory
Ohio
$2.25M +$2.33M +4,650 New
WCP
4696
Wealthcare Capital Partners
Pennsylvania
$2.25M -$108K -216 -4%
APW
4697
Aurora Private Wealth
New Jersey
$2.25M +$2.33M +4,649 New
WAM
4698
Worth Asset Management
Texas
$2.25M -$115K -229 -5%
EW
4699
Element Wealth
Mississippi
$2.25M +$187K +374 +9%
SG
4700
Sankala Group
Colorado
$2.24M +$2.86M +5,715 New
186 187
188
189 190