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Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
4176
Vestia Personal Wealth Advisors
Indiana
$453K +$123K +1,042 +39%
ICMM
4177
Integrated Capital Management (Michigan)
Michigan
$452K +$440K +3,724 New
SPI
4178
Santori & Peters Inc
Pennsylvania
$452K +$4.02K +34 +0.9%
ES
4179
ETF Store
Kansas
$451K +$34.3K +290 +8%
CA
4180
Claris Advisors
Missouri
$450K +$14.1K +119 +3%
DP
4181
Divergent Planning
Maryland
$444K +$6.02K +51 +1%
MF
4182
Meridian Financial
Massachusetts
$443K -$18.4K -156 -4%
DIS
4183
Diversified Investment Strategies
Louisiana
$440K – – –
IF
4184
Insight Folios
North Carolina
$439K -$25.3K -214 -6%
FGG
4185
Financial Guidance Group
Florida
$437K – – –
HPFG
4186
Hart & Patterson Financial Group
Massachusetts
$437K +$25.5K +216 +6%
EW
4187
Element Wealth
Mississippi
$435K +$50.2K +425 +13%
ASG
4188
Ariston Services Group
California
$433K +$422K +3,569 New
TCPW
4189
Twin City Private Wealth
North Carolina
$433K +$3.78K +32 +0.9%
SCM
4190
Sollinda Capital Management
Florida
$431K -$19.5K -165 -4%
NEPPG
4191
New England Professional Planning Group
Rhode Island
$431K – – –
AC
4192
AIFG Consultants
New York
$431K -$148K -1,256 -26%
MPIA
4193
Mountain Pacific Investment Advisers
Idaho
$427K +$3.54K +30 +0.9%
FSG
4194
Financial Strategies Group
Michigan
$427K -$111K -937 -23%
SIA
4195
Spectrum Investment Advisors
Wisconsin
$427K +$37.2K +315 +10%
AFP
4196
Alpha Financial Partners
Kentucky
$426K -$436K -3,689 -51%
EFG
4197
Ehrlich Financial Group
California
$426K -$3.07K -26 -0.7%
AFGAS
4198
Allegiance Financial Group Advisory Services
Virginia
$425K +$49.6K +420 +14%
ACM
4199
Argyle Capital Management
Pennsylvania
$425K – – –
SFO
4200
Standard Family Office
South Dakota
$425K – – –
166 167
168
169 170