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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
4401
Arkos Global Advisors
Texas
$916K +$74.9K +595 +11%
SIA
4402
Summit Investment Advisors
Maryland
$916K +$12.8K +102 +2%
MWM
4403
Mascoma Wealth Management
New Hampshire
$911K -$38.3K -304 -5%
PFG
4404
Pinnacle Financial Group
Illinois
$910K +$147K +1,166 +25%
G
4405
Gainplan
Michigan
$909K -$134K -1,066 -16%
BWM
4406
BKM Wealth Management
Wisconsin
$908K +$7.55K +60 +1%
SWP
4407
ShoreHaven Wealth Partners
New Jersey
$901K +$26.2K +208 +4%
MWG
4408
Martin Worley Group
Utah
$901K +$464K +3,690 +183%
ACM
4409
Anfield Capital Management
California
$901K +$18.5K +147 +3%
TSS
4410
Thomas Story & Son
Indiana
$901K +$6.29K +50 +0.9%
GWM
4411
GoalFusion Wealth Management
Texas
$900K +$4.66K +37 +0.7%
SWA
4412
Serenus Wealth Advisors
California
$900K -$15K -119 -2%
JRFS
4413
James Reed Financial Services
Ohio
$898K +$173K +1,378 +32%
SPWM
4414
Schrum Private Wealth Management
Florida
$896K -$3.77K -30 -0.5%
CWM
4415
Centricity Wealth Management
Ohio
$896K -$95K -755 -12%
BW
4416
Balance Wealth
Ohio
$896K +$175K +1,389 +32%
ODA
4417
One Degree Advisors
California
$895K +$441K +3,502 +162%
VI
4418
VanderPol Investments
Michigan
$893K +$90.5K +719 +15%
LFP
4419
Lakeshore Financial Planning
Michigan
$893K +$243K +1,934 +52%
BWM
4420
Base Wealth Management
Florida
$892K -$139K -1,104 -16%
AP
4421
Aspect Partners
Virginia
$892K -$21.3K -169 -3%
MWM
4422
MorganRosel Wealth Management
Colorado
$891K -$755 -6 -0.1%
WTFG
4423
Wood Tarver Financial Group
Idaho
$891K +$121K +959 +20%
RPGNY
4424
Retirement Planning Group (New York)
New York
$890K +$141K +1,118 +25%
IWP
4425
Innova Wealth Partners
Pennsylvania
$890K +$118K +935 +20%
175 176
177
178 179