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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3126
Sunesis Advisors
Kansas
$1.28M – – –
CWA
3127
Centennial Wealth Advisory
Michigan
$1.28M +$22.5K +310 +2%
IWM
3128
Iams Wealth Management
Nebraska
$1.28M +$540K +7,450 +82%
LFGO
3129
Legacy Financial Group (Oklahoma)
Oklahoma
$1.28M +$433K +5,980 +73%
WAL
3130
W Advisors LLC
Tennessee
$1.28M +$44.9K +620 +5%
VL
3131
Vima LLC
Michigan
$1.28M +$2.02M +27,850 +99%
TS
3132
Tamar Securities
California
$1.28M +$157K +2,170 +18%
WBG
3133
Wharton Business Group
Pennsylvania
$1.27M – – –
DC
3134
Defender Capital
North Carolina
$1.27M +$294K +4,050 +41%
PFA
3135
Pathway Financial Advisers
Indiana
$1.27M -$81.2K -1,120 -7%
BWM
3136
BCGM Wealth Management
Indiana
$1.27M +$418K +5,770 +70%
PCC
3137
Park Circle Company
Maryland
$1.26M -$145K -2,000 -13%
CFM
3138
Catalyst Funds Management
Australia
$1.26M +$1.01M +14,000 New
PRC
3139
Pearl River Capital
Michigan
$1.26M +$1.01M +14,000 New
SMG
3140
Smart Money Group
Texas
$1.26M +$122K +1,690 +13%
RH
3141
RFG Holdings
Texas
$1.26M +$223K +3,080 +28%
GFP
3142
Guardian Financial Partners
California
$1.26M -$348K -4,800 -26%
NI
3143
NDVR Inc
Massachusetts
$1.26M +$93.5K +1,290 +10%
SLA
3144
Silver Lake Advisory
Utah
$1.25M +$1.01M +13,890 New
FBC
3145
Fairfield, Bush & Co
Connecticut
$1.25M -$10.9K -150 -1%
CFO
3146
Collective Family Office
Pennsylvania
$1.25M -$62.3K -860 -6%
OCM
3147
Osterweis Capital Management
California
$1.25M -$351K -4,840 -26%
HP
3148
Hyperion Partners
Pennsylvania
$1.25M +$169K +2,330 +20%
MC
3149
Matisse Capital
Oregon
$1.24M -$650K -8,970 -39%
SW
3150
Solidarity Wealth
Utah
$1.24M – – –
124 125
126
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