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Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
4776
Signal Advisors Wealth
Michigan
$872K -$4.55M -10,780 -85%
DFG
4777
Demars Financial Group
Washington
$867K -$17.3K -41 -2%
IWP
4778
IAG Wealth Partners
Wisconsin
$867K +$43.5K +103 +6%
SMF
4779
Sterling Manor Financial
New York
$867K -$21.1K -50 -3%
PDM
4780
Penn Davis McFarland
Texas
$864K -$124K -293 -13%
HWA
4781
Hilltop Wealth Advisors
North Carolina
$862K +$223K +527 +38%
EWA
4782
Emergent Wealth Advisors
New York
$861K +$293K +693 +59%
FS
4783
Financial Symmetry
North Carolina
$859K +$48.6K +115 +6%
VWM
4784
VanWeelden Wealth Management
Ohio
$857K +$728K +1,723 New
MBFW
4785
Morton Brown Family Wealth
Pennsylvania
$853K +$21.1K +50 +3%
DFC
4786
DBK Financial Counsel
Ohio
$853K -$41K -97 -5%
WH
4787
Whitcomb & Hess
Ohio
$853K -$140K -331 -15%
BGA
4788
Battery Global Advisors
Massachusetts
$852K +$205K +486 +34%
ETIA
4789
Epic Trust Investment Advisors
Washington
$851K -$98.8K -234 -11%
KCM
4790
Kaye Capital Management
California
$850K +$24.5K +58 +3%
MIM
4791
Martin Investment Management
Florida
$848K +$16.9K +40 +2%
PFA
4792
Plotkin Financial Advisors
Maryland
$845K – – –
EW
4793
Enzi Wealth
Texas
$844K +$61.2K +145 +9%
MSF
4794
Mustard Seed Financial
Arkansas
$841K – – –
PFC
4795
Poplar Forest Capital
California
$835K – – –
DW
4796
Dodds Wealth
Colorado
$835K +$84.9K +201 +12%
XWM
4797
Xcel Wealth Management
Florida
$835K -$178K -421 -18%
CFGF
4798
Compass Financial Group (Florida)
Florida
$834K +$8.45K +20 +1%
BHWA
4799
Beacon Harbor Wealth Advisors
Virginia
$831K -$5.64M -13,343 -88%
HG
4800
Harbor Group
New Hampshire
$828K -$422 -1 -0.1%
190 191
192
193 194