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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
3426
Parsonex Advisory Services
Colorado
$4.74M -$29.2K -142 -0.6%
HP
3427
Holistic Planning
Texas
$4.73M +$391K +1,903 +9%
BWM
3428
Baron Wealth Management
Michigan
$4.72M +$147K +717 +3%
BDS
3429
Banco de Sabadell
Florida
$4.72M +$812K +3,950 +20%
CWMK
3430
Caliber Wealth Management (Kansas)
Kansas
$4.72M +$2.03M +9,890 +72%
SFG
3431
Shum Financial Group
California
$4.72M +$438K +2,130 +10%
RWM
3432
Redstone Wealth Management
Oklahoma
$4.72M – – –
MWM
3433
Manske Wealth Management
Texas
$4.71M -$59.2K -288 -1%
RRA
3434
Round Rock Advisors
Connecticut
$4.71M -$52.2K -254 -1%
CW
3435
Cedarwood Wealth
Colorado
$4.7M +$338K +1,644 +8%
VFP
3436
Vilga Financial Planning
New Jersey
$4.7M +$17.5K +85 +0.4%
PSP
3437
Pacific Sage Partners
Washington
$4.7M -$1.16M -5,637 -19%
MHR
3438
Matthew Hamilton Rosenberg
$4.7M +$155K +754 +3%
MCM
3439
Morton Capital Management
California
$4.69M +$1.2M +5,838 +33%
AWP
3440
Axis Wealth Partners
Rhode Island
$4.68M +$3.56M +17,311 +284%
BHB
3441
Bank Hapoalim BM
Israel
$4.68M +$1.27M +6,191 +36%
PFM
3442
Phillips Financial Management
Indiana
$4.68M -$27.6K -134 -0.6%
CFG
3443
Carr Financial Group
Massachusetts
$4.67M -$1.17M -5,713 -20%
GCP
3444
Guardian Capital (Pennsylvania)
Pennsylvania
$4.67M -$712K -3,465 -13%
SSC
3445
Syverson Strege & Co
Iowa
$4.67M -$250K -1,216 -5%
VL
3446
Vima LLC
Michigan
$4.67M +$4.8M +23,367 New
ICM
3447
Intrepid Capital Management
Florida
$4.66M +$382K +1,859 +9%
OCWP
3448
Owl Creek Wealth Partners
Colorado
$4.65M +$123K +600 +3%
SFO
3449
Stokes Family Office
Louisiana
$4.65M -$1.18M -5,739 -20%
CWP
3450
Core Wealth Partners
California
$4.62M -$753K -3,660 -14%
136 137
138
139 140