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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3676
Carson Advisory
Georgia
$1.04M +$163K +1,376 +19%
TAM
3677
TCP Asset Management
Ohio
$1.04M +$50.1K +424 +5%
AWM
3678
Alterna Wealth Management
Texas
$1.04M +$187K +1,579 +23%
DPW
3679
DiNuzzo Private Wealth
Pennsylvania
$1.04M +$733K +6,202 +265%
AA
3680
ACT Advisors
North Carolina
$1.04M +$82.5K +698 +9%
TA
3681
TrueWealth Advisors
Alabama
$1.03M +$162K +1,369 +19%
B
3682
Birchbrook
Maine
$1.03M +$168K +1,426 +20%
TA
3683
Townsend & Associates
Colorado
$1.03M -$72.1K -610 -8%
HSWM
3684
Hubbell Strickland Wealth Management
Louisiana
$1.03M -$4.13K -35 -0.4%
RFP
3685
Roth Financial Partners
Texas
$1.03M – – –
MC
3686
Matisse Capital
Oregon
$1.03M +$148K +1,250 +17%
MIM
3687
MTM Investment Management
South Carolina
$1.03M -$82.7K -700 -8%
TCM
3688
TD Capital Management
Tennessee
$1.03M – – –
TWM
3689
Tanager Wealth Management
United Kingdom
$1.02M -$48K -406 -5%
CFGSD
3690
Compass Financial Group (South Dakota)
South Dakota
$1.02M +$23.5K +199 +2%
RIS
3691
Retirement Income Solutions
Michigan
$1.02M -$54.3K -460 -5%
IPW
3692
Intergy Private Wealth
Colorado
$1.02M +$96.9K +820 +11%
JAM
3693
JCIC Asset Management
Ontario, Canada
$1.02M -$85.6K -725 -8%
MSA
3694
Marino Stram & Associates
Massachusetts
$1.02M +$6.85K +58 +0.7%
SWM
3695
Sanctuary Wealth Management
Idaho
$1.01M +$85.5K +724 +10%
BCM
3696
Brookmont Capital Management
Texas
$1.01M -$14.6K -124 -1%
FCIM
3697
Fairview Capital Investment Management
California
$1.01M – – –
C1AG
3698
Client 1st Advisory Group
Florida
$1.01M +$7.09K +60 +0.7%
SMAM
3699
Sugar Maple Asset Management
Wisconsin
$1.01M -$333K -2,815 -25%
RDFA
3700
Ritter Daniher Financial Advisory
Ohio
$1.01M +$111K +938 +13%
146 147
148
149 150