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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
5176
Lighthouse Wealth Management
Ohio
$951K +$961K +2,255 New
MWM
5177
MBE Wealth Management
Wisconsin
$950K -$152K -357 -14%
GOCP
5178
Great Oak Capital Partners
Massachusetts
$950K -$1.7K -4 -0.2%
RTC
5179
Real Talk Capital
Tennessee
$950K +$960K +2,253 New
WFP
5180
Wrenne Financial Planning
Kentucky
$949K – – –
AL
5181
Arnhold LLC
New York
$948K – – –
ODA
5182
One Degree Advisors
California
$947K +$23K +54 +2%
GK
5183
Graney & King
New York
$946K +$956K +2,244 New
NWMP
5184
Noble Wealth Management PBC
Colorado
$943K +$953K +2,237 New
BC
5185
Barnett & Company
Tennessee
$940K +$415K +975 +78%
MCM
5186
MontVue Capital Management
Virginia
$940K +$67.7K +159 +8%
CFS
5187
Cannon Financial Strategists
Georgia
$939K +$44.3K +104 +5%
CWM
5188
Chicago Wealth Management
Illinois
$938K -$10.2K -24 -1%
PIFP
5189
Partners in Financial Planning
Virginia
$935K -$46K -108 -5%
SW
5190
Signify Wealth
Missouri
$932K +$426 +1 +0%
HCM
5191
Horrell Capital Management
Arkansas
$932K – – –
SG
5192
Straightline Group
Michigan
$932K +$941K +2,210 New
TPBG
5193
Turning Point Benefit Group
Maryland
$931K +$950K +2,231 New
CCA
5194
Conservest Capital Advisors
Pennsylvania
$928K -$33.6K -79 -3%
BOTPPF
5195
Board of the Pension Protection Fund
United Kingdom
$927K +$937K +2,200 New
HPC
5196
Hobart Private Capital
North Carolina
$924K +$429K +1,007 +85%
PA
5197
Persium Advisors
Georgia
$924K +$934K +2,192 New
MWA
5198
Merkkuri Wealth Advisors
New York
$922K -$19.6K -46 -2%
RWM
5199
Raffa Wealth Management
District of Columbia
$921K -$8.09K -19 -0.9%
HIA
5200
HTG Investment Advisors
Connecticut
$921K -$10.6K -25 -1%
206 207
208
209 210