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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
5001
Arkos Global Advisors
Texas
$967K +$74.2K +182 +8%
PIFP
5002
Partners in Financial Planning
Virginia
$964K +$143K +350 +16%
LWA
5003
Lifelong Wealth Advisors
Minnesota
$960K +$5.3K +13 +0.5%
NFW
5004
Noble Family Wealth
Florida
$959K – – –
SC
5005
Soundwatch Capital
Connecticut
$956K -$274K -671 -21%
MFF
5006
Michels Family Financial
Texas
$956K +$79.5K +195 +8%
ODA
5007
One Degree Advisors
California
$955K +$98.7K +242 +11%
CCM
5008
Carmel Capital Management
California
$953K – – –
DWM
5009
Dopkins Wealth Management
New York
$953K +$8.15K +20 +0.8%
TWA
5010
Trace Wealth Advisors
California
$953K -$80.3K -197 -7%
GOCP
5011
Great Oak Capital Partners
Massachusetts
$950K – – –
IC
5012
Inkwell Capital
Florida
$949K -$19.6K -48 -2%
FWM
5013
FFT Wealth Management
Pennsylvania
$948K -$4.9M -12,020 -83%
BOC
5014
Blue Oak Capital
California
$948K – – –
SIMG
5015
Stephens Investment Management Group
Texas
$947K – – –
FL
5016
FreeGulliver LLC
Louisiana
$947K +$89.3K +219 +10%
WMS
5017
Wealth Management Strategies
Pennsylvania
$945K +$1.22K +3 +0.1%
FFP
5018
Freedom Financial Partners
Minnesota
$944K -$2.45K -6 -0.2%
WMWM
5019
Wilkins Miller Wealth Management
Alabama
$942K +$6.12K +15 +0.6%
SCA
5020
Stuart Chaussee & Associates
California
$941K -$56.7K -139 -5%
MKW
5021
Mullaney, Keating & Wright
Connecticut
$938K -$12.2K -30 -1%
MBFW
5022
Morton Brown Family Wealth
Pennsylvania
$937K +$64.4K +158 +7%
AFIA
5023
America First Investment Advisors
Nebraska
$932K +$5.3K +13 +0.5%
HFF
5024
Halter Ferguson Financial
Indiana
$930K -$269K -661 -21%
KV
5025
Kickstand Ventures
New York
$929K -$117K -287 -10%
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201
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