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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
5076
Robinson Smith Wealth Advisors
Maine
$1.21M -$14.6K -35 -1%
CWM
5077
Clearview Wealth Management
California
$1.21M +$1.36M +3,259 New
SWA
5078
Sightline Wealth Advisors
Connecticut
$1.21M +$837 +2 +0.1%
WSA
5079
Wealth Science Advisors
Georgia
$1.2M – – –
WFL
5080
Wealth Forward LLC
North Dakota
$1.2M +$8.79K +21 +0.6%
MFA
5081
McClarren Financial Advisors
Pennsylvania
$1.2M -$96.2K -230 -7%
BI
5082
Beckerman Institutional
New Jersey
$1.2M +$135K +322 +11%
SIA
5083
Sage Investment Advisers
New York
$1.2M +$112K +267 +9%
CIR
5084
Clear Investment Research
Georgia
$1.2M +$76.2K +182 +6%
SA
5085
Stewardship Advisors
Pennsylvania
$1.2M +$91.6K +219 +7%
3FI
5086
3 Factor Indexing
California
$1.2M +$1.36M +3,243 New
KAM
5087
KEB Asset Management
Illinois
$1.2M -$221K -527 -14%
TLA
5088
Tanglewood Legacy Advisors
Texas
$1.2M +$418 +1 +0%
XPN
5089
XY Planning Network
Montana
$1.2M +$89.1K +213 +7%
GFL
5090
Granite FO LLC
New Hampshire
$1.2M – – –
LHP
5091
Lexington Hill Partners
Texas
$1.2M +$520K +1,243 +63%
ACM
5092
Armbruster Capital Management
New York
$1.2M -$27.6K -66 -2%
FCC
5093
Flower City Capital
New York
$1.2M +$6.7K +16 +0.5%
SGC
5094
Slocum, Gordon & Co
Rhode Island
$1.19M -$48.5K -116 -3%
VFM
5095
Vision Financial Markets
Connecticut
$1.19M +$75.7K +181 +6%
RTL
5096
Red Tortoise LLC
Georgia
$1.19M -$1.67K -4 -0.1%
SA
5097
SPG Advisors
Washington
$1.19M -$7.53K -18 -0.5%
CFG
5098
Copley Financial Group
California
$1.19M +$195K +467 +17%
PA
5099
Persium Advisors
Georgia
$1.19M +$303K +725 +29%
QWM
5100
Quaker Wealth Management
New Jersey
$1.19M +$233K +556 +21%
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