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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
5351
WHI Trust
Illinois
$902K – – –
RMF
5352
Red Mountain Financial
Colorado
$899K +$837 +2 +0.1%
RFG
5353
REAP Financial Group
Texas
$898K +$61.9K +148 +6%
CPC
5354
Cadia Private Client
New Jersey
$898K -$79.9K -191 -7%
SG
5355
Sharper & Granite
California
$894K -$38.1K -91 -4%
FFWM
5356
Future Financial Wealth Management
Ohio
$893K +$114K +272 +14%
W
5357
WorthPointe
California
$892K -$128K -306 -11%
HFF
5358
Halter Ferguson Financial
Indiana
$891K -$20.5K -49 -2%
BP
5359
BWM Planning
Texas
$891K +$2.51K +6 +0.2%
VWM
5360
Vermillion Wealth Management
Minnesota
$889K +$183K +437 +22%
PCMH
5361
Polymer Capital Management (HK)
Hong Kong
$887K +$1M +2,395 New
ODA
5362
One Degree Advisors
California
$885K -$48.5K -116 -5%
TWM
5363
Tumwater Wealth Management
Idaho
$884K -$15.1K -36 -1%
MW
5364
Merited Wealth
Florida
$884K +$13.4K +32 +1%
GOCP
5365
Great Oak Capital Partners
Massachusetts
$883K -$25.5K -61 -3%
DC
5366
Darrow Company
Massachusetts
$881K +$46.4K +111 +5%
AWP
5367
Axis Wealth Partners
Rhode Island
$879K +$91.2K +218 +10%
CFG
5368
CMC Financial Group
Georgia
$876K +$2.51K +6 +0.3%
CCA
5369
Conestoga Capital Advisors
Pennsylvania
$873K – – –
Q1WB
5370
Quest 10 Wealth Builders
Virginia
$872K +$405K +969 +70%
SPA
5371
Sound Portfolio Advisors
Connecticut
$872K -$33.5K -80 -3%
BWM
5372
Brickley Wealth Management
California
$871K -$36.4K -87 -4%
SHFP
5373
Second Half Financial Partners
Florida
$871K -$235K -561 -19%
NBWM
5374
North Berkeley Wealth Management
California
$868K -$48.5K -116 -5%
NWMP
5375
Noble Wealth Management PBC
Colorado
$868K +$1.25K +3 +0.1%
213 214
215
216 217