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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2651
IFC Advisors
California
$4.83M +$4.96M +35,980 New
WSWA
2652
Warren Street Wealth Advisors
California
$4.83M -$71.8K -521 -1%
MWA
2653
Medallion Wealth Advisors
Connecticut
$4.82M +$5.01M +36,356 New
HFP
2654
Holistic Financial Partners
Indiana
$4.82M +$12K +87 +0.2%
CSB
2655
City State Bank
Iowa
$4.8M +$66.4K +482 +1%
NWM
2656
Northwest Wealth Management
Iowa
$4.8M +$433K +3,143 +10%
EC
2657
EdgeRock Capital
Colorado
$4.8M +$479K +3,476 +11%
BA
2658
Ballast Advisors
Minnesota
$4.79M +$31.6K +229 +0.6%
6F
2659
626 Financial
Michigan
$4.78M -$18.9K -137 -0.4%
IWA
2660
Invera Wealth Advisors
Oregon
$4.77M -$476K -3,454 -10%
KCIC
2661
Kuhn & Co Investment Counsel
Illinois
$4.76M -$370K -2,686 -7%
CG
2662
CFO4Life Group
Texas
$4.76M +$181K +1,314 +4%
CPL
2663
CAP Partners LLC
Tennessee
$4.76M -$403K -2,926 -8%
HC
2664
Hourglass Capital
Texas
$4.75M -$4.82K -35 -0.1%
SL
2665
Stevard LLC
Illinois
$4.75M – – –
WJA
2666
Willis Johnson & Associates
Texas
$4.75M -$1.16M -8,422 -19%
TW
2667
Traveka Wealth
California
$4.74M +$28K +203 +0.6%
TWM
2668
Thrive Wealth Management
Pennsylvania
$4.74M +$239K +1,737 +5%
SCM
2669
Spreng Capital Management
Ohio
$4.74M -$288K -2,088 -6%
HGWM
2670
Horst & Graben Wealth Management
Oregon
$4.74M +$40.8K +296 +0.8%
S
2671
SharpePoint
Arizona
$4.73M +$4.86M +35,233 New
CAM
2672
Claret Asset Management
Quebec, Canada
$4.72M +$130K +941 +3%
MA
2673
Maxele Advisors
Missouri
$4.72M +$4.84M +35,131 New
LTI
2674
Laffer Tengler Investments
Tennessee
$4.7M +$995K +7,217 +26%
FTA
2675
Financial & Tax Architects
Missouri
$4.7M +$103K +749 +2%
105 106
107
108 109