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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
5101
SMI Advisory Services
Indiana
$837K – – –
MSA
5102
McAlister Sweet & Associates
Texas
$837K -$1.03M -5,000 -54%
BIA
5103
Beacon Investment Advisors
Maryland
$837K +$411 +2 +0%
MBC
5104
Michael Brady & Co
Ohio
$836K -$85.3K -415 -9%
SOWAS
5105
Silver Oak Wealth Advisors Services
California
$835K +$617 +3 +0.1%
CP
5106
Capital Planning
Washington
$834K +$30.8K +150 +4%
UWM
5107
USAdvisors Wealth Management
Minnesota
$832K +$146K +710 +21%
TWCA
5108
Two West Capital Advisors
Kansas
$832K +$25.1K +122 +3%
CPW
5109
Crestmont Private Wealth
Texas
$831K -$24.9K -121 -3%
RFA
5110
Reyes Financial Architecture
California
$831K +$312K +1,519 +58%
WLPWM
5111
Walled Lake Planning & Wealth Management
Illinois
$830K +$224K +1,091 +36%
EF
5112
Exeter Financial
Arizona
$828K +$411 +2 +0%
MTC
5113
Matrix Trust Company
Colorado
$827K +$60K +292 +8%
TCM
5114
Tuttle Capital Management
Connecticut
$827K -$2.76M -13,426 -76%
RWS
5115
Retirement Wealth Solutions
Wisconsin
$825K +$9.66K +47 +1%
ACP
5116
Arcus Capital Partners
Georgia
$823K -$293K -1,426 -26%
DWM
5117
DKM Wealth Management
California
$821K -$112K -546 -12%
HOWA
5118
Hudson Oak Wealth Advisory
New Jersey
$820K +$10.7K +52 +1%
SA
5119
Sincerus Advisory
New York
$819K +$34.5K +168 +4%
WFA
5120
Woodward Financial Advisors
North Carolina
$819K +$842K +4,094 New
CWM
5121
Chicago Wealth Management
Illinois
$817K -$19.1K -93 -2%
WFG
5122
Wills Financial Group
Virginia
$816K +$13.6K +66 +2%
RDFA
5123
Ritter Daniher Financial Advisory
Ohio
$816K -$18.3K -89 -2%
BRIA
5124
Balanced Rock Investment Advisors
Massachusetts
$815K +$206K +1,001 +33%
AA
5125
Alpha Advisors
Virginia
$814K +$2.88K +14 +0.3%
203 204
205
206 207