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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
4301
Greenspring Advisors
Maryland
$794K -$49.5K -359 -6%
CF
4302
Cyr Financial
Illinois
$793K +$18.3K +133 +2%
MWP
4303
Meredith Wealth Planning
Illinois
$793K +$96.2K +698 +13%
LRWM
4304
Lord & Richards Wealth Management
Colorado
$792K +$813K +5,896 New
IFPG
4305
Intrepid Financial Planning Group
Indiana
$792K +$29.5K +214 +4%
FAP
4306
Financial Advisory Partners
Florida
$791K -$13.8K -100 -2%
MF
4307
Montis Financial
Massachusetts
$790K -$85K -617 -9%
ICM
4308
Innovator Capital Management
Illinois
$790K +$483K +3,501 +147%
PWS
4309
Peloton Wealth Strategists
Indiana
$790K +$73.1K +530 +10%
AAG
4310
Avalon Advisory Group
Pennsylvania
$790K – – –
SA
4311
SRH Advisors
Kansas
$788K – – –
SWTS
4312
Stonehaven Wealth & Tax Solutions
Wisconsin
$787K +$808K +5,863 New
SVWG
4313
Shared Vision Wealth Group
United States
$784K -$224K -1,622 -22%
W
4314
WealthCollab
Washington
$783K +$57.8K +419 +8%
UFA
4315
Uptown Financial Advisors
Texas
$782K +$803K +5,824 New
TIP
4316
Tandem Investment Partners
New Jersey
$782K +$802K +5,820 New
DSA
4317
Droms Strauss Advisors
Missouri
$781K -$76.1K -552 -9%
CW
4318
Code Waechter
Florida
$781K -$46.2K -335 -5%
OPTFSNA
4319
Old Point Trust & Financial Services N A
Virginia
$779K -$221K -1,600 -22%
SWMG
4320
Sard Wealth Management Group
Georgia
$779K +$5.51K +40 +0.7%
T
4321
TrueFG
Texas
$778K +$799K +5,795 New
PGIM
4322
Pacific Global Investment Management
California
$778K -$16.9M -122,364 -95%
BFG
4323
Birch Financial Group
New Hampshire
$777K +$798K +5,788 New
SSC
4324
Syverson Strege & Co
Iowa
$776K +$797K +5,780 New
BAM
4325
Bellevue Asset Management
Washington
$775K +$3.58K +26 +0.5%
171 172
173
174 175