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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
5051
BostonPremier Wealth
Massachusetts
$902K -$18.3K -45 -2%
NA
5052
Nottingham Advisors
New York
$901K -$888K -2,179 -48%
CGA
5053
Compound Global Advisors
Washington
$901K -$396K -971 -28%
CWMA
5054
Capstone Wealth Management (Alabama)
Alabama
$901K -$14.3K -35 -1%
MWP
5055
Meredith Wealth Planning
Illinois
$901K -$26.1K -64 -3%
VPWA
5056
Vestia Personal Wealth Advisors
Indiana
$899K -$38.7K -95 -4%
ECM
5057
EMC Capital Management
Texas
$899K +$408K +1,000 +74%
SS
5058
Sound Stewardship
Kansas
$898K -$74.2K -182 -7%
BWA
5059
BlueSky Wealth Advisors
North Carolina
$898K – – –
EWA
5060
Emergent Wealth Advisors
New York
$897K +$94.2K +231 +11%
AA
5061
AlphaQ Advisors
Florida
$893K -$4.49K -11 -0.5%
TFG
5062
Tilson Financial Group
New Jersey
$890K +$97K +238 +11%
SCP
5063
Stevens Capital Partners
Nebraska
$890K -$488K -1,197 -34%
AWA
5064
AmeriServ Wealth Advisors
Pennsylvania
$890K -$422K -1,034 -30%
AFP
5065
Alpha Financial Partners
Kentucky
$890K +$2.85K +7 +0.3%
TLFA
5066
True Link Financial Advisors
California
$887K -$598K -1,467 -38%
APW
5067
Axim Planning & Wealth
Ohio
$886K -$74.6K -183 -7%
GFM
5068
GEN Financial Management
Minnesota
$886K +$16.7K +41 +2%
AI
5069
Axecap Investments
Ohio
$886K -$61.6K -151 -6%
DC
5070
Dahring Cusmano
Michigan
$884K +$16.3K +40 +2%
PA
5071
Persium Advisors
Georgia
$883K +$65.6K +161 +7%
AWM
5072
Able Wealth Management
New Jersey
$882K +$35.5K +87 +4%
WA
5073
Wealthstar Advisors
Texas
$882K +$17.9K +44 +2%
HBFP
5074
Henderson Brothers Financial Partners
Pennsylvania
$881K +$743K +1,822 New
WFP
5075
Wrenne Financial Planning
Kentucky
$879K +$37.1K +91 +4%
201 202
203
204 205