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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
4326
Summit Wealth & Retirement Planning
California
$2.09M -$61.1K -297 -3%
TPBG
4327
Turning Point Benefit Group
Maryland
$2.08M +$530K +2,580 +33%
MWM
4328
Momentous Wealth Management
Washington
$2.08M -$346K -1,682 -14%
DWA
4329
Delap Wealth Advisory
Oregon
$2.08M – – –
AFO
4330
Arrowroot Family Office
California
$2.08M +$658K +3,199 +45%
RCM
4331
Requisite Capital Management
Texas
$2.07M -$328K -1,593 -13%
TWPM
4332
Total Wealth Planning & Management
Florida
$2.07M -$169K -823 -7%
IAS
4333
Investment Advisory Services
Texas
$2.07M +$115K +558 +6%
DWMS
4334
Dominguez Wealth Management Solutions
Virginia
$2.07M +$16K +78 +0.8%
FMI
4335
Financial Management Inc
Arkansas
$2.07M +$2.67K +13 +0.1%
DCM
4336
Dimension Capital Management
Florida
$2.07M +$158K +770 +8%
FCFC
4337
First Citizens Financial Corp
Iowa
$2.07M +$63.5K +309 +3%
C
4338
Covestor
United Kingdom
$2.06M -$582K -2,832 -22%
E3F
4339
Eight 31 Financial
Texas
$2.06M -$179K -870 -8%
CG
4340
Cynosure Group
Utah
$2.06M -$121K -590 -5%
KWA
4341
Kondo Wealth Advisors
California
$2.05M +$85.9K +418 +4%
AWA
4342
AmeriServ Wealth Advisors
Pennsylvania
$2.05M +$6.58K +32 +0.3%
SHFP
4343
Second Half Financial Partners
Florida
$2.05M -$29.4K -143 -1%
TC
4344
Trust Company
Kansas
$2.05M -$134K -654 -6%
DW
4345
Dodds Wealth
Colorado
$2.05M +$24.1K +117 +1%
KFS
4346
Keynote Financial Services
Connecticut
$2.04M -$25.3K -123 -1%
AW
4347
Atlas Wealth
Ohio
$2.04M -$130K -634 -6%
BI
4348
Ballast Inc
Kentucky
$2.04M +$463K +2,253 +28%
SCP
4349
Silverleafe Capital Partners
Tennessee
$2.04M +$259K +1,258 +14%
SNBOSD
4350
Security National Bank of So Dak
Iowa
$2.04M -$1.78M -8,665 -46%
172 173
174
175 176