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Name Holding Trade Value Shares
Change 		Change in
Stake
TIP
4801
Tandem Investment Partners
New Jersey
$1.09M -$2.23K -12 -0.2%
SWP
4802
ShoreHaven Wealth Partners
New Jersey
$1.08M +$21.2K +114 +2%
WFPG
4803
Waller Financial Planning Group
Ohio
$1.08M +$21K +113 +2%
CWM
4804
CarsonAllaria Wealth Management
Illinois
$1.08M -$27.9K -150 -3%
AA
4805
AF Advisors
California
$1.08M -$4.65K -25 -0.4%
AWM
4806
Alterna Wealth Management
Texas
$1.08M -$69.6K -374 -6%
IW
4807
Imprint Wealth
South Carolina
$1.08M -$648K -3,479 -38%
YCG
4808
Yeomans Consulting Group
Georgia
$1.08M -$259K -1,394 -19%
SA
4809
SRH Advisors
Kansas
$1.08M -$27.9K -150 -3%
WI
4810
Wealth Intelligence
Georgia
$1.07M +$1.07M +5,763 New
BDFN
4811
Bond & Devick Financial Network
Minnesota
$1.07M – – –
PPWM
4812
PFG Private Wealth Management
Florida
$1.07M -$2.43M -13,078 -69%
KP
4813
Kitching Partners
Pennsylvania
$1.07M -$60.9K -327 -5%
SA
4814
Skyline Advisors
Washington
$1.06M +$225K +1,211 +27%
TSS
4815
Thomas Story & Son
Indiana
$1.06M – – –
LFP
4816
Lakeshore Financial Planning
Michigan
$1.06M +$190K +1,019 +22%
WC
4817
Weil Company
California
$1.06M – – –
MFG
4818
Mustico Financial Group
New York
$1.06M +$812K +4,365 +325%
AWP
4819
Axis Wealth Partners
Rhode Island
$1.05M +$87.7K +471 +9%
IWP
4820
Innova Wealth Partners
Pennsylvania
$1.05M +$31.5K +169 +3%
PMFA
4821
Plante Moran Financial Advisors
Michigan
$1.05M -$1.79M -9,610 -63%
DG
4822
DMC Group
Alabama
$1.05M -$222K -1,193 -18%
BCM
4823
Bluefin Capital Management
New York
$1.04M +$1.04M +5,601 New
GGI
4824
Galaxy Group Investments
New York
$1.04M +$1.04M +5,600 New
VI
4825
Versor Investments
New York
$1.04M +$1.04M +5,593 New
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