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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1501
Bell Bank
North Dakota
$1.57M +$27.7K +314 +1%
MFG
1502
Magnus Financial Group
New York
$1.57M -$113K -1,282 -6%
TBC
1503
Ted Buchan & Co
California
$1.57M +$271K +3,076 +16%
NL
1504
Navalign LLC
California
$1.57M +$77.7K +882 +4%
AAM
1505
Alphadyne Asset Management
New York
$1.57M -$191K -2,164 -9%
ML
1506
McAdam LLC
Pennsylvania
$1.56M +$152K +1,729 +9%
FFS
1507
Fischer Financial Services
Pennsylvania
$1.55M -$28.9K -328 -1%
ETCM
1508
Evolutionary Tree Capital Management
Virginia
$1.55M -$496K -5,627 -21%
RWA
1509
Rooted Wealth Advisors
Illinois
$1.55M +$348K +3,954 +22%
ACM
1510
Absolute Capital Management
Pennsylvania
$1.55M +$91K +1,033 +5%
WWM
1511
Whalen Wealth Management
Nevada
$1.55M +$507K +5,757 +36%
RFP
1512
Root Financial Partners
California
$1.54M -$242K -2,749 -11%
APP
1513
Avantax Planning Partners
Iowa
$1.54M +$26.1K +296 +1%
CFM
1514
Catalyst Funds Management
Australia
$1.54M +$419K +4,754 +28%
LHC
1515
Little House Capital
Massachusetts
$1.54M -$705K -8,006 -27%
PCA
1516
Prosperity Capital Advisors
Ohio
$1.54M -$232K -2,631 -11%
CRC
1517
Curi RMB Capital
Illinois
$1.54M +$101K +1,146 +6%
TPI
1518
Trust Point Inc
Wisconsin
$1.53M -$5.37K -61 -0.3%
ARG
1519
Advisory Resource Group
Oklahoma
$1.53M +$98.8K +1,122 +6%
SC
1520
Stance Capital
Massachusetts
$1.53M +$583K +6,623 +45%
MWM
1521
Modera Wealth Management
New Jersey
$1.53M +$132K +1,494 +8%
SA
1522
Sovran Advisors
California
$1.52M -$68.4K -777 -4%
BA
1523
Bellwether Advisors
Nebraska
$1.52M +$1.87M +21,224 New
PT
1524
Plimoth Trust
Massachusetts
$1.51M +$218K +2,473 +13%
CGF
1525
Constant Guidance Financial
Massachusetts
$1.51M -$867K -9,845 -32%
59 60
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62 63