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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
4401
Elevated Financial Group
Indiana
$1.67M +$1.67M +8,966 New
LW
4402
Livet Wealth
Utah
$1.67M +$1.67M +8,951 New
CWGL
4403
Cedrus Wealth Group LLC
Minnesota
$1.67M +$1.66M +8,940 New
TA
4404
TrueWealth Advisors
Alabama
$1.66M -$8.56K -46 -0.5%
HCM
4405
Hall Capital Management
Rhode Island
$1.66M -$39.3K -211 -2%
LMFP
4406
Larry Mathis Financial Planning
Arizona
$1.66M +$1.66M +8,894 New
PB
4407
Pinnacle Bancorp
Nebraska
$1.66M -$2.61K -14 -0.2%
WHCI
4408
W.H. Cornerstone Investments
Massachusetts
$1.66M +$194K +1,041 +13%
CSIA
4409
Conrad Siegel Investment Advisors
Pennsylvania
$1.66M +$17.5K +94 +1%
HP
4410
Haven Private
Florida
$1.65M -$228K -1,225 -12%
HTWM
4411
Hartmann Taylor Wealth Management
Texas
$1.65M -$158K -850 -9%
MFG
4412
Mosaic Financial Group
Illinois
$1.65M +$58.1K +312 +4%
UFA
4413
Unify Financial Advisors
Florida
$1.65M +$1.65M +8,841 New
WA
4414
Whipplewood Advisors
Colorado
$1.65M +$47.8K +257 +3%
GTWM
4415
Global Trust Wealth Management
Florida
$1.65M +$1.64M +8,826 New
MI
4416
Motiv8 Investments
Florida
$1.65M -$416K -2,233 -20%
WIC
4417
WealthBridge Investment Counsel
Alberta, Canada
$1.65M +$32.6K +175 +2%
CFFP
4418
Center for Financial Planning
Michigan
$1.64M +$19.4K +104 +1%
CCA
4419
Coign Capital Advisors
Utah
$1.64M +$12.8K +69 +0.8%
PL
4420
PeakShares LLC
Florida
$1.64M +$1.64M +8,808 New
NERM
4421
New England Research & Management
Illinois
$1.64M +$293K +1,573 +22%
SHFA
4422
SC&H Financial Advisors
Maryland
$1.64M +$162K +869 +11%
AWM
4423
Aries Wealth Management
Maine
$1.64M -$270K -1,449 -14%
TCOTS
4424
Trust Company of the South
North Carolina
$1.64M -$343K -1,845 -17%
BNA
4425
BankChampaign National Association
Illinois
$1.64M +$1.63M +8,778 New
175 176
177
178 179