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Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
3501
Smart Money Group
Texas
$1.66M +$348K +2,749 +22%
CCA
3502
Clearwater Capital Advisors
Illinois
$1.66M -$303K -2,388 -13%
SO
3503
Sierra Ocean
California
$1.66M -$3.68K -29 -0.2%
NIA
3504
NBZ Investment Advisors
Tennessee
$1.65M +$303K +2,394 +19%
HC
3505
Headland Capital
South Carolina
$1.65M +$40.9K +323 +2%
SFG
3506
Sterling Financial Group
California
$1.65M -$25.5K -201 -1%
BW
3507
BXM Wealth
Colorado
$1.65M +$292K +2,304 +18%
SWP
3508
Summit Wealth Partners
Florida
$1.65M +$118K +934 +7%
MWM
3509
MBE Wealth Management
Wisconsin
$1.65M +$337K +2,657 +21%
FSBI
3510
Fearless Solutions (Best Invest)
Texas
$1.65M +$283K +2,230 +17%
AR
3511
Apeiron RIA
Texas
$1.65M -$54K -426 -3%
IAP
3512
Indie Asset Partners
Indiana
$1.64M -$261K -2,063 -12%
OAS
3513
Optivise Advisory Services
Tennessee
$1.64M -$81.7K -645 -4%
PEA
3514
Park Edge Advisors
Ohio
$1.64M +$47.8K +377 +3%
MFS
3515
Madrona Financial Services
Washington
$1.64M +$218K +1,723 +13%
FBC
3516
Fairfield, Bush & Co
Connecticut
$1.63M -$63.6K -502 -3%
PFG
3517
Prospect Financial Group
Virginia
$1.63M +$486K +3,834 +34%
BMM
3518
Berkshire Money Management
Massachusetts
$1.63M -$562K -4,435 -23%
BW
3519
Basepoint Wealth
Iowa
$1.63M +$92.4K +729 +5%
PAM
3520
Palisade Asset Management
Minnesota
$1.63M +$54K +426 +3%
IF
3521
IRON Financial
Illinois
$1.63M +$12.7K +100 +0.7%
YLHM
3522
Yelin Lapidot Holdings Management
Israel
$1.63M +$1.01K +8 +0.1%
BWP
3523
BlueStem Wealth Partners
Minnesota
$1.63M +$478K +3,772 +34%
HFA
3524
Harbert Fund Advisors
Alabama
$1.63M -$1.9M -15,000 -50%
WDA
3525
Wendell David Associates
New Hampshire
$1.63M -$6.34K -50 -0.3%
139 140
141
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