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Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
5076
Wrenne Financial Planning
Kentucky
$1.23M – – –
CIAS
5077
CBIZ Investment Advisory Services
Ohio
$1.23M +$67.3K +132 +6%
BI
5078
Binnacle Investments
Iowa
$1.22M +$67.8K +133 +6%
SS
5079
Sound Stewardship
Kansas
$1.22M -$16.8K -33 -1%
TWG
5080
The Wealth Group
Minnesota
$1.22M +$36.7K +72 +3%
WA
5081
Wealthstar Advisors
Texas
$1.22M +$6.12K +12 +0.5%
CWM
5082
Copia Wealth Management
Oregon
$1.22M +$164K +321 +16%
AWA
5083
AmeriServ Wealth Advisors
Pennsylvania
$1.22M -$510 -1 -0%
DRP
5084
Decker Retirement Planning
Utah
$1.22M +$569K +1,115 +90%
WMWM
5085
Wilkins Miller Wealth Management
Alabama
$1.22M +$7.14K +14 +0.6%
CCMW
5086
Cypress Capital Management (Wyoming)
Wyoming
$1.22M -$32.6K -64 -3%
TC
5087
TAGStone Capital
North Carolina
$1.22M +$1.53K +3 +0.1%
DC
5088
Dahring Cusmano
Michigan
$1.22M -$7.14K -14 -0.6%
RFO
5089
RiverGlades Family Offices
Florida
$1.21M – – –
CFO
5090
Custos Family Office
Texas
$1.21M +$108K +212 +10%
NFA
5091
Northwest Financial Advisors
Virginia
$1.21M -$2.55K -5 -0.2%
HFF
5092
Halter Ferguson Financial
Indiana
$1.21M -$166K -326 -12%
PFA
5093
Presper Financial Architects
Ohio
$1.21M +$37.2K +73 +3%
MWP
5094
Meredith Wealth Planning
Illinois
$1.21M -$38.3K -75 -3%
FA
5095
Fortis Advisors
Pennsylvania
$1.21M -$47.4K -93 -4%
PA
5096
Persium Advisors
Georgia
$1.21M +$4.08K +8 +0.3%
MC
5097
McMorgan & Co
California
$1.21M +$8.16K +16 +0.7%
NWMP
5098
Noble Wealth Management PBC
Colorado
$1.21M +$1.19M +2,327 New
PIM
5099
Profit Investment Management
Maryland
$1.21M -$801K -1,571 -40%
TLFA
5100
True Link Financial Advisors
California
$1.2M -$15.3K -30 -1%
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