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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
4701
Axecap Investments
Ohio
$1.04M +$1.04M +2,428 New
KNFPWM
4702
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.04M +$3.42K +8 +0.3%
SFS
4703
Sharp Financial Services
Pennsylvania
$1.04M +$17.1K +40 +2%
FA
4704
Fortis Advisors
Pennsylvania
$1.04M +$28.6K +67 +3%
AA
4705
AlphaQ Advisors
Florida
$1.03M -$8.55K -20 -0.8%
CPCP
4706
Cedar Point Capital Partners
Iowa
$1.02M +$855 +2 +0.1%
MC
4707
McMorgan & Co
California
$1.02M – – –
GF
4708
GGM Financials
Ohio
$1.02M +$3.42K +8 +0.3%
MM
4709
Meridian Management
Arkansas
$1.02M +$69.7K +163 +7%
LFA
4710
Level Financial Advisors
New York
$1.01M -$152K -355 -13%
TWG
4711
The Wealth Group
Minnesota
$1.01M -$56.9K -133 -5%
AGA
4712
Arkos Global Advisors
Texas
$1.01M -$104K -243 -9%
MBFW
4713
Morton Brown Family Wealth
Pennsylvania
$1.01M +$171K +400 +21%
BWA
4714
BlueSky Wealth Advisors
North Carolina
$1M -$4.7K -11 -0.5%
BA
4715
Ballew Advisors
Mississippi
$1M +$8.55K +20 +0.8%
CWR
4716
Chico Wealth RIA
California
$1M +$110K +258 +12%
PIFP
4717
Partners in Financial Planning
Virginia
$1M +$124K +291 +14%
KV
4718
Kickstand Ventures
New York
$997K – – –
TWA
4719
Trellis Wealth Advisors
California
$996K – – –
WAG
4720
Wheelhouse Advisory Group
Missouri
$995K -$29.5K -69 -3%
CJ
4721
Caitlin John
Michigan
$995K -$894K -2,091 -47%
DI
4722
DDFG Inc
California
$991K -$340K -796 -26%
DWM
4723
Dopkins Wealth Management
New York
$990K -$160K -374 -14%
RFO
4724
RiverGlades Family Offices
Florida
$990K – – –
BTIM
4725
BancFirst Trust & Investment Management
Oklahoma
$988K -$21.4K -50 -2%
187 188
189
190 191