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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
5151
Plotkin Financial Advisors
Maryland
$1.12M +$36.2K +71 +3%
SFC
5152
Summit Financial Consulting
Michigan
$1.12M -$510 -1 -0%
SHWM
5153
Smith & Howard Wealth Management
Georgia
$1.12M -$612K -1,199 -36%
LSL
5154
Legacy Solutions LLC
Pennsylvania
$1.12M +$4.59K +9 +0.4%
MPW
5155
MA Private Wealth
California
$1.11M +$26K +51 +2%
DFG
5156
Dupree Financial Group
Kentucky
$1.11M +$57.1K +112 +6%
RFG
5157
REAP Financial Group
Texas
$1.11M -$132K -258 -11%
EW
5158
Entruity Wealth
California
$1.1M – – –
HPM
5159
Hudson Portfolio Management
New York
$1.1M -$2.55K -5 -0.2%
BWA
5160
BlueSky Wealth Advisors
North Carolina
$1.1M +$250K +490 +30%
CA
5161
Corrado Advisors
New Jersey
$1.1M +$30.1K +59 +3%
BWG
5162
Balanced Wealth Group
Ohio
$1.1M +$29.6K +58 +3%
JF
5163
Joule Financial
Kentucky
$1.1M -$94.9K -186 -8%
AWP
5164
Axis Wealth Partners
Rhode Island
$1.1M +$70.4K +138 +7%
WW
5165
Winnow Wealth
Texas
$1.09M +$732K +1,435 +212%
PCM
5166
Passive Capital Management
Maryland
$1.09M +$17.9K +35 +2%
DI
5167
Disciplined Investments
Oklahoma
$1.09M +$7.14K +14 +0.7%
ORAM
5168
One River Asset Management
Connecticut
$1.09M +$15.3K +30 +1%
VFS
5169
Valpey Financial Services
New Hampshire
$1.09M -$58.7K -115 -5%
WA
5170
Win Advisors
Florida
$1.08M +$1.06M +2,087 New
BF
5171
Brooklyn FI
New York
$1.08M -$204K -399 -16%
CWA
5172
Centerline Wealth Advisors
Kentucky
$1.07M +$105K +205 +11%
WAM
5173
Weinberger Asset Management
California
$1.07M +$160K +314 +18%
ACM
5174
Ardent Capital Management
Ohio
$1.07M – – –
SFMG
5175
Sage Financial Management Group
Virginia
$1.07M -$2.55K -5 -0.2%
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