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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
5301
Potentia Wealth
California
$936K -$745K -1,841 -42%
HIGP
5302
Hill Investment Group Partners
Missouri
$935K +$27.1K +67 +3%
MWP
5303
Meredith Wealth Planning
Illinois
$934K -$18.6K -46 -2%
WMS
5304
Wealth Management Strategies
Pennsylvania
$933K +$1.21K +3 +0.1%
MW
5305
Melia Wealth
Oklahoma
$933K +$1.01M +2,500 New
KLI
5306
Kelman-Lazarov Inc
Tennessee
$932K -$704K -1,741 -41%
TWG
5307
The Wealth Group
Minnesota
$930K -$30.3K -75 -3%
DI
5308
Disciplined Investments
Oklahoma
$930K +$1.21K +3 +0.1%
RWM
5309
RMG Wealth Management
Wisconsin
$929K +$38K +94 +5%
GF
5310
GGM Financials
Ohio
$927K +$1.62K +4 +0.2%
MFG
5311
Mustico Financial Group
New York
$927K -$19.4K -48 -2%
NECFA
5312
New England Capital Financial Advisors
Connecticut
$926K +$405K +1,001 +68%
AWM
5313
Avaii Wealth Management
Wisconsin
$925K +$119K +295 +14%
ODA
5314
One Degree Advisors
California
$921K +$2.02K +5 +0.2%
TFA
5315
TPG Financial Advisors
Oregon
$921K +$2.02K +5 +0.2%
DWMS
5316
Dominguez Wealth Management Solutions
Virginia
$921K +$1.21K +3 +0.1%
BPW
5317
BLVD Private Wealth
Kentucky
$919K -$79.3K -196 -7%
VMMC
5318
V.M. Manning & Co
South Carolina
$918K +$996K +2,462 New
VWM
5319
Verus Wealth Management
Wisconsin
$917K – – –
VFS
5320
Valpey Financial Services
New Hampshire
$916K +$405 +1 +0%
LG
5321
LAM Group
Oregon
$916K +$558K +1,380 +128%
EP
5322
E6 Portfolios
Utah
$916K +$441K +1,090 +80%
KNFPWM
5323
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$916K +$48.6K +120 +5%
CCA
5324
Clarity Capital Advisors
Florida
$915K +$80.9K +200 +9%
RFG
5325
REAP Financial Group
Texas
$915K +$10.5K +26 +1%
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