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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
4376
Mokosak Advisory Group
Iowa
$945K +$497K +3,946 +194%
DA
4377
Dover Advisors
Virginia
$944K +$78.4K +623 +12%
CWMP
4378
Clarion Wealth Managment Partners
Virginia
$941K +$750K +5,956 New
OAJ
4379
Ogorek Anthony Joseph
New York
$939K +$5.79K +46 +0.8%
MCA
4380
Midwest Capital Advisors
Michigan
$939K +$126 +1 +0%
W
4381
WealthCollab
Washington
$938K -$9.82K -78 -1%
HFS
4382
Hughes Financial Services
Virginia
$938K +$247K +1,961 +60%
CFG
4383
Copley Financial Group
California
$937K -$44.4K -353 -6%
PWS
4384
Peloton Wealth Strategists
Indiana
$936K – – –
MIM
4385
Montgomery Investment Management
Maryland
$935K +$101K +800 +16%
OBGC
4386
O'Brien Greene & Co
Pennsylvania
$935K -$1.38K -11 -0.2%
SA
4387
SRH Advisors
Kansas
$935K – – –
KW
4388
KWB Wealth
California
$931K +$10.1K +80 +0.9%
TIP
4389
Tandem Investment Partners
New Jersey
$929K -$21.1K -168 -3%
AAG
4390
Avalon Advisory Group
Pennsylvania
$929K – – –
CCM
4391
Ciovacco Capital Management
Georgia
$929K +$740K +5,877 New
WA
4392
Waterford Advisors
New York
$928K +$1.01M +8,008 +133%
AA
4393
AF Advisors
California
$926K +$69K +548 +10%
AFP
4394
Alpha Financial Partners
Kentucky
$925K +$92.4K +734 +14%
WIC
4395
Wilkins Investment Counsel
Massachusetts
$923K -$25.8K -205 -3%
PAM
4396
PCG Asset Management
New Jersey
$922K +$20.1K +160 +3%
SWTS
4397
Stonehaven Wealth & Tax Solutions
Wisconsin
$922K -$21.8K -173 -3%
AFO
4398
Arrowroot Family Office
California
$920K +$732K +5,820 New
PAM
4399
PVG Asset Management
Colorado
$919K +$99.8K +793 +16%
PSCM
4400
Per Stirling Capital Management
Texas
$919K +$13.3K +106 +2%
174 175
176
177 178