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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
5026
Tanglewood Wealth Management
Texas
$479K +$1.71K +4 +0.4%
SHF
5027
Safe Harbor Fiduciary
Florida
$478K +$475K +1,111 New
LAM
5028
Lountzis Asset Management
Pennsylvania
$478K +$3.42K +8 +0.7%
AWA
5029
Adapt Wealth Advisors
Georgia
$474K +$6.41K +15 +1%
RPSA
5030
Richard P. Slaughter Associates
Texas
$474K -$37.2K -87 -7%
JPG
5031
Jordan Park Group
California
$473K +$470K +1,100 New
RFP
5032
Roth Financial Partners
Texas
$471K – – –
IAMH
5033
IvyRock Asset Management (HK)
Hong Kong
$469K – – –
HWM
5034
HRC Wealth Management
Idaho
$467K +$58.1K +136 +14%
RWA
5035
Redmont Wealth Advisors
Illinois
$466K -$171K -400 -27%
LIS
5036
Legacy Investment Solutions
Idaho
$466K +$468K +1,095 New
LWMI
5037
Legacy Wealth Management (Idaho)
Idaho
$466K +$468K +1,095 New
TFP
5038
Traction Financial Partners
Wyoming
$466K -$855 -2 -0.2%
SFO
5039
Standard Family Office
South Dakota
$465K – – –
FF
5040
Farnam Financial
Arizona
$464K +$460K +1,077 New
MFG
5041
Marmo Financial Group
Tennessee
$462K – – –
FPCG
5042
Forum Private Client Group
Indiana
$457K +$427 +1 +0.1%
RVM
5043
Robinson Value Management
Texas
$454K – – –
LWM
5044
Latko Wealth Management
Illinois
$453K +$450K +1,053 New
CAM
5045
Clarity Asset Management
Iowa
$453K +$41K +96 +10%
G
5046
Gainplan
Michigan
$449K +$1.71K +4 +0.4%
BRIA
5047
Balanced Rock Investment Advisors
Massachusetts
$448K -$8.55K -20 -2%
SJGA
5048
Stephen J. Garry & Associates
New York
$446K – – –
EAM
5049
Exane Asset Management
France
$443K -$189K -441 -30%
RFS
5050
Retirement Financial Solutions
Tennessee
$442K -$11.5K -27 -3%
200 201
202
203 204