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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
4976
Cardinal Strategic Wealth Guidance
Kentucky
$869K – – –
RFG
4977
RFP Financial Group
Georgia
$865K -$518K -2,784 -38%
DWM
4978
DKM Wealth Management
California
$864K +$12.8K +69 +2%
OBGC
4979
O'Brien Greene & Co
Pennsylvania
$863K – – –
LIWM
4980
Long Island Wealth Management
New York
$863K +$4.65K +25 +0.5%
MBC
4981
Michael Brady & Co
Ohio
$863K +$861K +4,628 New
BI
4982
Breachway Investments
Rhode Island
$862K +$860K +4,621 New
SWP
4983
Significant Wealth Partners
Illinois
$862K -$802K -4,306 -48%
DWS
4984
Dynamic Wealth Strategies
California
$861K +$251K +1,347 +41%
FPTW
4985
Franklin, Parlapiano, Turner & Welch
Texas
$861K -$117K -630 -12%
KL
4986
Keenan LLC
Massachusetts
$861K +$859K +4,615 New
RA
4987
Resolute Advisors
California
$859K – – –
FF
4988
Farnam Financial
Arizona
$857K +$142K +761 +20%
CWM
4989
Cadence Wealth Management
Massachusetts
$855K +$13.8K +74 +2%
HWA
4990
HMV Wealth Advisors
Louisiana
$854K -$745K -4,000 -47%
HFAS
4991
Hummer Financial Advisory Services
Illinois
$853K +$1.12K +6 +0.1%
AWF
4992
Alpha Wealth Funds
Utah
$852K +$3.91K +21 +0.5%
BW
4993
Bravera Wealth
North Dakota
$851K +$850K +4,565 New
SWM
4994
SpringVest Wealth Management
Texas
$851K +$186 +1 +0%
PWS
4995
Peloton Wealth Strategists
Indiana
$851K -$220K -1,180 -21%
DCM
4996
Davis Capital Management
Florida
$851K +$4.84K +26 +0.6%
SFSG
4997
Sound Financial Strategies Group
Mississippi
$851K – – –
AIM
4998
Athena Investment Management
California
$850K -$4.65K -25 -0.5%
ITC
4999
Inspire Trust Company
Nevada
$847K +$33.9K +182 +4%
PCMC
5000
Paragon Capital Management (Colorado)
Colorado
$846K +$1.3K +7 +0.2%
198 199
200
201 202