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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
4251
Wheelhouse Advisory Group
Missouri
$1.88M -$320K -1,743 -14%
MFG
4252
Monte Financial Group
Connecticut
$1.87M +$185K +1,007 +10%
SWRP
4253
Summit Wealth & Retirement Planning
California
$1.87M -$104K -565 -5%
PWM
4254
Power Wealth Management
Georgia
$1.87M +$456K +2,487 +30%
RWM
4255
Raffa Wealth Management
District of Columbia
$1.87M +$18.5K +101 +1%
NG
4256
Northstar Group
New York
$1.86M – – –
SA
4257
Stewardship Advisors
Pennsylvania
$1.86M +$117K +638 +6%
PB
4258
Pinnacle Bancorp
Nebraska
$1.86M +$330K +1,799 +20%
HIG
4259
Heritage Investment Group
Florida
$1.86M +$20.7K +113 +1%
CFGSD
4260
Compass Financial Group (South Dakota)
South Dakota
$1.86M +$87.5K +477 +5%
HIGP
4261
Hill Investment Group Partners
Missouri
$1.85M -$3.67K -20 -0.2%
SCA
4262
St. Clair Advisors
Ohio
$1.85M +$13.6K +74 +0.7%
CBT
4263
Crews Bank & Trust
Florida
$1.85M +$16.3K +89 +0.8%
UFA
4264
Uptown Financial Advisors
Texas
$1.85M +$146K +796 +8%
TWM
4265
TSA Wealth Management
Texas
$1.85M +$177K +966 +10%
BFG
4266
Birch Financial Group
New Hampshire
$1.85M -$16.5K -90 -0.8%
GWM
4267
GoalFusion Wealth Management
Texas
$1.85M +$139K +756 +8%
BA
4268
Ballew Advisors
Mississippi
$1.85M -$81.1K -442 -4%
MSCM
4269
McElhenny Sheffield Capital Management
Texas
$1.85M +$213K +1,163 +12%
PC
4270
PCB Capital
New Jersey
$1.85M -$263K -1,435 -12%
WOSD
4271
WFA of San Diego
California
$1.84M +$550 +3 +0%
FCM
4272
Fogel Capital Management
Florida
$1.84M +$86.2K +470 +5%
MC
4273
Machina Capital
France
$1.84M +$1.12M +6,087 +136%
SMCM
4274
Sky-Mountain Capital Management
Idaho
$1.83M -$36.7K -200 -2%
NWMP
4275
Noble Wealth Management PBC
Colorado
$1.83M +$503K +2,744 +35%
169 170
171
172 173