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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
3951
Fortress Financial Solutions
Arizona
$1.03M -$37.4K -295 -3%
SFG
3952
Sather Financial Group
Texas
$1.03M +$49K +387 +4%
DWMS
3953
Dominguez Wealth Management Solutions
Virginia
$1.02M +$36.4K +287 +3%
FCM
3954
Fogel Capital Management
Florida
$1.02M +$834K +6,584 +234%
DWAM
3955
Duncan Williams Asset Management
Tennessee
$1.02M +$6.97K +55 +0.6%
MSA
3956
Marino Stram & Associates
Massachusetts
$1.02M +$92.3K +728 +8%
FEM
3957
Fulcrum Equity Management
Texas
$1.02M -$42.1K -332 -3%
SWM
3958
SilverOak Wealth Management
Minnesota
$1.02M -$70.3K -555 -6%
VH
3959
Visionary Horizons
Tennessee
$1.01M -$38.9K -307 -3%
IJWM
3960
Inman Jager Wealth Management
Mississippi
$1.01M +$108K +851 +10%
MIM
3961
MTM Investment Management
South Carolina
$1.01M +$143K +1,130 +14%
MPW
3962
MGO Private Wealth
California
$1.01M -$2.66K -21 -0.2%
TIAM2
3963
Tru Independence Asset Management 2
Oregon
$1.01M +$1.18M +9,317 New
ORC
3964
O'Rourke & Company
Massachusetts
$1.01M +$119K +937 +11%
AM
3965
Atwater Malick
Pennsylvania
$1.01M -$37.1K -293 -3%
WCP
3966
Wealthcare Capital Partners
Pennsylvania
$1M +$140K +1,103 +14%
MLIC
3967
Mandatum Life Insurance Company
Finland
$1M +$53.6K +423 +5%
WP
3968
Wealthspan Partners
Iowa
$1M +$171K +1,346 +17%
RI
3969
Ridgewood Investments
New Jersey
$1M +$119K +940 +11%
KWA
3970
Kellett Wealth Advisors
Ohio
$999K +$52.3K +413 +5%
PW
3971
PUREfi Wealth
Massachusetts
$998K +$230K +1,811 +24%
ANB
3972
Amarillo National Bank
Texas
$996K – – –
HCA
3973
Heck Capital Advisors
Wisconsin
$996K -$7.53M -59,441 -87%
WAOI
3974
Wealth Advisors of Iowa
Iowa
$995K +$39.7K +313 +4%
TAM
3975
TCP Asset Management
Ohio
$995K +$5.58K +44 +0.5%
157 158
159
160 161