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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
4701
BIP Alliance
Georgia
$1.42M -$42K -103 -3%
TC
4702
Tacita Capital
Ontario, Canada
$1.42M +$20.4K +50 +1%
IFA
4703
Index Fund Advisors
California
$1.42M -$838K -2,056 -35%
FNWA
4704
Financial Network Wealth Advisors
Utah
$1.42M +$169K +415 +12%
RSWA
4705
Robinson Smith Wealth Advisors
Maine
$1.41M +$115K +283 +8%
ZC
4706
Zeit Capital
Colorado
$1.41M – – –
FWM
4707
Foguth Wealth Management
Michigan
$1.4M -$35.1K -86 -2%
TF
4708
Tenon Financial
New Jersey
$1.4M – – –
SWM
4709
SilverOak Wealth Management
Minnesota
$1.4M +$13.5K +33 +0.9%
SCM
4710
Saxony Capital Management
Missouri
$1.4M -$2.45K -6 -0.2%
AL
4711
ACAS LLC
California
$1.4M -$131K -321 -9%
BF
4712
Brogan Financial
Tennessee
$1.39M +$224K +549 +17%
AFA
4713
Avant Financial Advisors
Texas
$1.39M -$68.9K -169 -4%
VH
4714
Visionary Horizons
Tennessee
$1.39M +$88.1K +216 +6%
GWA
4715
Geometric Wealth Advisors
District of Columbia
$1.39M +$42K +103 +3%
NRW
4716
Nova R Wealth
Kansas
$1.39M +$50.6K +124 +3%
SFP
4717
Sterling Financial Planning
New Jersey
$1.38M -$10.6K -26 -0.7%
PP
4718
Pingora Partners
Wyoming
$1.38M -$71.3K -175 -5%
SFM
4719
Systematic Financial Management
New Jersey
$1.38M – – –
MWM
4720
McNaughton Wealth Management
California
$1.38M +$216K +531 +17%
BAM
4721
Bosun Asset Management
Illinois
$1.37M -$70.9K -174 -5%
GFP
4722
Guardian Financial Partners
California
$1.37M -$15.1K -37 -1%
ICMM
4723
Integrated Capital Management (Michigan)
Michigan
$1.37M +$53.4K +131 +4%
PD
4724
Planning Directions
Pennsylvania
$1.37M +$332K +814 +29%
AIC
4725
Anthracite Investment Company
Texas
$1.36M -$897K -2,200 -38%
187 188
189
190 191