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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
4751
Horizon Financial Services
North Carolina
$1.63M +$258K +638 +17%
RFN
4752
Redwood Financial Network
Ohio
$1.63M -$49K -121 -3%
IWAO
4753
Independence Wealth Advisors (Ohio)
Ohio
$1.63M +$44.1K +109 +3%
PCWA
4754
Pacific Capital Wealth Advisors
California
$1.63M +$2.83K +7 +0.2%
BCM
4755
Barden Capital Management
Texas
$1.62M -$656K -1,622 -27%
VR
4756
Valued Retirements
Texas
$1.62M -$2.02K -5 -0.1%
KWM
4757
Kassira Wealth Management
Tennessee
$1.61M +$458K +1,132 +35%
GPW
4758
Gray Private Wealth
Massachusetts
$1.61M +$41.7K +103 +2%
IWS
4759
Integrity Wealth Solutions
Colorado
$1.61M +$35.6K +88 +2%
WAN
4760
Wealth Advisors Northwest
Oregon
$1.61M +$674K +1,667 +63%
KFS
4761
Kelly Financial Services
Massachusetts
$1.61M -$134K -331 -7%
KA
4762
Kearns & Associates
California
$1.61M – – –
IP
4763
Integras Partners
Georgia
$1.6M +$116K +286 +7%
DRP
4764
Decker Retirement Planning
Utah
$1.6M -$1.03M -2,550 -37%
MWM
4765
Momentous Wealth Management
Washington
$1.6M -$80.9K -200 -4%
PWS
4766
Pursuit Wealth Strategies
North Carolina
$1.6M +$158K +390 +10%
TF
4767
Tenzing Financial
Virginia
$1.6M -$47.7K -118 -3%
OPWM
4768
Oakwell Private Wealth Management
Texas
$1.6M -$1.36M -3,363 -44%
CP
4769
Castleview Partners
Texas
$1.6M +$108K +266 +7%
BWA
4770
Brave Warrior Advisors
New York
$1.59M +$910K +2,250 +111%
GL
4771
Gerber LLC
Ohio
$1.59M +$4.05K +10 +0.2%
HFP
4772
Holistic Financial Partners
Indiana
$1.59M -$790K -1,952 -31%
BHPW
4773
Box Hill Private Wealth
Arizona
$1.59M +$8.5K +21 +0.5%
GP
4774
Gridiron Partners
Pennsylvania
$1.59M – – –
SFP
4775
Strategic Financial Partners
Oregon
$1.59M – – –
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