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Name Holding Trade Value Shares
Change
Change in
Stake
SOWAS
4501
Silver Oak Wealth Advisors Services
California
$507K +$35.5K +280 +6%
AC
4502
AIFG Consultants
New York
$506K +$95.6K +754 +19%
LSA
4503
Lansing Street Advisors
Pennsylvania
$506K +$178K +1,401 +43%
OR
4504
Olympiad Research
Connecticut
$505K +$45.9K +362 +8%
DKCM
4505
Davidson Kahn Capital Management
California
$504K +$13.3K +105 +2%
MSWM
4506
Mowery & Schoenfeld Wealth Management
Illinois
$503K +$28.6K +226 +5%
Legacy Financial Group (Iowa)
4507
Legacy Financial Group (Iowa)
Iowa
$503K -$17K -134 -3%
EWA
4508
Elevate Wealth Advisory
Georgia
$500K +$9.76K +77 +2%
OF
4509
Outfitter Financial
Maine
$500K +$585K +4,615 New
AIM
4510
Athena Investment Management
California
$500K -$3.42K -27 -0.6%
PFG
4511
Pinnacle Financial Group
Illinois
$498K +$5.2K +41 +0.9%
DWM
4512
DKM Wealth Management
California
$498K +$16.4K +129 +3%
FW
4513
Fidato Wealth
Ohio
$497K +$582K +4,589 New
AWF
4514
Alpha Wealth Funds
Utah
$496K -$193K -1,521 -25%
CIG
4515
Cascade Investment Group
Colorado
$494K -$116K -913 -17%
WHCI
4516
W.H. Cornerstone Investments
Massachusetts
$494K -$211K -1,661 -27%
ACM
4517
Absolute Capital Management
Pennsylvania
$494K -$948K -7,478 -62%
FFM
4518
Flagstone Financial Management
Nebraska
$493K +$140K +1,101 +32%
FS
4519
Financial Symmetry
North Carolina
$493K -$32.8K -259 -5%
CCM
4520
Cohen Capital Management
California
$493K +$149K +1,178 +35%
GK
4521
Graney & King
New York
$493K +$27K +213 +5%
JGCM
4522
Joseph Group Capital Management
Ohio
$492K -$58.4K -461 -9%
RFG
4523
REAP Financial Group
Texas
$492K +$102K +802 +21%
CWA
4524
CJM Wealth Advisers
Virginia
$492K +$54.1K +427 +10%
PM
4525
Phraction Management
Connecticut
$491K +$213K +1,680 +59%