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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
4401
Alaska Wealth Advisors
Alaska
$918K +$731K +5,809 New
T
4402
Transce3nd
Texas
$917K +$89.9K +714 +14%
AGA
4403
Arkos Global Advisors
Texas
$916K +$74.9K +595 +11%
SIA
4404
Summit Investment Advisors
Maryland
$916K +$12.8K +102 +2%
MWM
4405
Mascoma Wealth Management
New Hampshire
$911K -$38.3K -304 -5%
PFG
4406
Pinnacle Financial Group
Illinois
$910K +$147K +1,166 +25%
G
4407
Gainplan
Michigan
$909K -$134K -1,066 -16%
BWM
4408
BKM Wealth Management
Wisconsin
$908K +$7.55K +60 +1%
SWP
4409
ShoreHaven Wealth Partners
New Jersey
$901K +$26.2K +208 +4%
MWG
4410
Martin Worley Group
Utah
$901K +$464K +3,690 +183%
ACM
4411
Anfield Capital Management
California
$901K +$18.5K +147 +3%
TSS
4412
Thomas Story & Son
Indiana
$901K +$6.29K +50 +0.9%
GWM
4413
GoalFusion Wealth Management
Texas
$900K +$4.66K +37 +0.7%
SWA
4414
Serenus Wealth Advisors
California
$900K -$15K -119 -2%
JRFS
4415
James Reed Financial Services
Ohio
$898K +$173K +1,378 +32%
SPWM
4416
Schrum Private Wealth Management
Florida
$896K -$3.77K -30 -0.5%
CWM
4417
Centricity Wealth Management
Ohio
$896K -$95K -755 -12%
BW
4418
Balance Wealth
Ohio
$896K +$175K +1,389 +32%
ODA
4419
One Degree Advisors
California
$895K +$441K +3,502 +162%
VI
4420
VanderPol Investments
Michigan
$893K +$90.5K +719 +15%
LFP
4421
Lakeshore Financial Planning
Michigan
$893K +$243K +1,934 +52%
BWM
4422
Base Wealth Management
Florida
$892K -$139K -1,104 -16%
AP
4423
Aspect Partners
Virginia
$892K -$21.3K -169 -3%
MWM
4424
MorganRosel Wealth Management
Colorado
$891K -$755 -6 -0.1%
WTFG
4425
Wood Tarver Financial Group
Idaho
$891K +$121K +959 +20%
175 176
177
178 179