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Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
4601
Retirement Wealth Solutions
Wisconsin
$443K +$234K +1,850 +83%
GPA
4602
Guidance Point Advisors
Massachusetts
$442K +$507 +4 +0.1%
SMAM
4603
Sugar Maple Asset Management
Wisconsin
$440K -$568K -4,479 -52%
NA
4604
Nottingham Advisors
New York
$438K +$18.3K +144 +4%
FSWA
4605
Financial Synergies Wealth Advisors
Texas
$436K +$97.7K +771 +24%
SFP
4606
SwitchPoint Financial Planning
Utah
$435K +$29.2K +230 +6%
NEPPG
4607
New England Professional Planning Group
Rhode Island
$435K +$25.3K +200 +5%
KFG
4608
Kropog Financial Group
Louisiana
$435K +$5.45K +43 +1%
TCM
4609
Teza Capital Management
Illinois
$435K -$1.78M -14,038 -78%
OFG
4610
OmniStar Financial Group
North Carolina
$435K +$30K +237 +6%
CC
4611
Capital Counsel
New York
$434K +$117K +920 +30%
AT
4612
Avenir Tech
Hong Kong
$434K +$508K +4,005 New
OFA
4613
Oak Family Advisors
Illinois
$434K -$48.7K -384 -9%
SLT
4614
St Louis Trust
Missouri
$434K +$507K +4,002 New
PPA
4615
Pacific Point Advisors
California
$434K -$380K -3,000 -43%
CCI
4616
Credit Capital Investments
New Jersey
$434K +$127K +1,000 +33%
VCMGDR
4617
Vinland Capital Management Gestora de Recursos
Brazil
$434K +$507K +4,000 New
MAFA
4618
MJT & Associates Financial Advisory
Minnesota
$433K +$506K +3,996 New
FFWM
4619
Future Financial Wealth Management
Ohio
$433K +$28.5K +225 +6%
RDFA
4620
Ritter Daniher Financial Advisory
Ohio
$432K +$115K +907 +29%
OC
4621
Optima Capital
Oregon
$432K +$7.86K +62 +2%
IAMOG
4622
Investors Asset Management of Georgia
Georgia
$432K +$98.7K +779 +24%
PBK
4623
Peoples Bank (Kansas)
Kansas
$431K +$416K +3,283 +476%
PGIM
4624
Pacific Global Investment Management
California
$430K -$232K -1,828 -32%
SAS
4625
SMI Advisory Services
Indiana
$430K -$760 -6 -0.1%
183 184
185
186 187