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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
4626
Clear Point Advisors
New York
$669K +$8.94K +71 +2%
OFP
4627
OLIO Financial Planning
Virginia
$668K -$28.9K -230 -5%
SM
4628
Sensible Money
Arizona
$667K +$8.68K +69 +2%
CWA
4629
Clearview Wealth Advisors
Oregon
$666K -$133K -1,054 -20%
FF
4630
Friday Financial
Iowa
$665K +$80.4K +639 +18%
WFA
4631
Woodward Financial Advisors
North Carolina
$665K -$21K -167 -4%
FI
4632
FWG Investments
Kentucky
$664K +$529K +4,204 New
TI
4633
tru Independence
Oregon
$663K +$32.5K +258 +7%
CWM
4634
Chicago Wealth Management
Illinois
$659K -$236K -1,879 -31%
RWS
4635
Retirement Wealth Solutions
Wisconsin
$659K +$10.2K +81 +2%
DWM
4636
Dopkins Wealth Management
New York
$659K +$252 +2 +0%
FFWM
4637
Future Financial Wealth Management
Ohio
$659K +$22.3K +177 +4%
SA
4638
Sincerus Advisory
New York
$657K +$3.02K +24 +0.6%
BI
4639
Bramshill Investments
Florida
$657K -$357K -2,839 -41%
RMAM
4640
Raab & Moskowitz Asset Management
New Jersey
$657K -$13.8K -110 -3%
TWD
4641
True Wealth Design
Ohio
$656K -$70K -556 -12%
CWMA
4642
Capstone Wealth Management (Alabama)
Alabama
$655K +$46.9K +373 +10%
MAFA
4643
MJT & Associates Financial Advisory
Minnesota
$651K +$16K +127 +3%
LW
4644
Lauer Wealth
Indiana
$649K -$322K -2,555 -42%
FWP
4645
Family Wealth Partners
North Carolina
$649K – – –
FS
4646
Financial Symmetry
North Carolina
$648K -$56.6K -450 -10%
WCM
4647
Wealthcare Capital Management
Virginia
$647K -$796K -6,329 -61%
OWA
4648
ORBA Wealth Advisors
Illinois
$645K -$251K -1,993 -33%
MFF
4649
Michels Family Financial
Texas
$645K +$24.7K +196 +5%
ITC
4650
Inspire Trust Company
Nevada
$642K -$238K -1,890 -32%
184 185
186
187 188