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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
5001
Kooman & Associates
Pennsylvania
$1.69M -$46.1K -92 -3%
GHI
5002
Gross & Hartman Investments
Pennsylvania
$1.69M +$1.75M +3,498 New
CFGA
5003
Cambridge Financial Group (Arizona)
Arizona
$1.69M +$169K +338 +10%
PPP
5004
Prism Planning Partners
Illinois
$1.69M +$1.75M +3,488 New
WW
5005
Wright Wealth
Georgia
$1.68M +$1.74M +3,478 New
C
5006
Croban
Ohio
$1.68M -$30.6K -61 -2%
PGF
5007
Plan Group Financial
Oklahoma
$1.68M -$666K -1,329 -28%
LWM
5008
Lionsbridge Wealth Management
Florida
$1.68M -$8.02K -16 -0.5%
ELM
5009
Elite Life Management
Florida
$1.67M +$324K +647 +18%
1CP
5010
1015 Capital Partners
Pennsylvania
$1.67M +$1.73M +3,455 New
CAG
5011
Carroll Advisory Group
Texas
$1.67M +$1.73M +3,446 New
FS
5012
Ferguson Shapiro
Georgia
$1.67M +$6.51K +13 +0.4%
ACA
5013
Ackerman Capital Advisors
Texas
$1.67M – – –
BWMG
5014
Barnes Wealth Management Group
California
$1.66M +$48.6K +97 +3%
GPW
5015
Gray Private Wealth
Massachusetts
$1.66M +$47.1K +94 +3%
BAMG
5016
Brand Asset Management Group
Missouri
$1.66M +$83.7K +167 +5%
BCA
5017
Bay Capital Advisors
Virginia
$1.66M +$31.1K +62 +2%
SWM
5018
Seed Wealth Management
Illinois
$1.66M -$402K -802 -19%
GCL
5019
Gouws Capital LLC
North Carolina
$1.66M -$103K -205 -6%
MBC
5020
Michael Brady & Co
Ohio
$1.66M +$1.72M +3,431 New
TFA
5021
Tranquilli Financial Advisor
New Jersey
$1.66M +$45.1K +90 +3%
I
5022
IMPACTfolio
Colorado
$1.65M – – –
EFG
5023
Elevated Financial Group
Indiana
$1.65M +$1.71M +3,420 New
SCI
5024
Silver Coast Investments
United States
$1.65M -$501 -1 -0%
WCM
5025
Wallace Capital Management
Texas
$1.65M +$80.2K +160 +5%
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