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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
5101
Caldwell Investment Management
Ontario, Canada
$728K +$807K +4,400 New
SOWAS
5102
Silver Oak Wealth Advisors Services
California
$727K -$46.6K -254 -6%
RDFA
5103
Ritter Daniher Financial Advisory
Ohio
$727K +$22.2K +121 +3%
PPW
5104
Presilium Private Wealth
Pennsylvania
$726K +$82.7K +451 +12%
CPA
5105
Clear Point Advisors
New York
$725K -$19.4K -106 -2%
VPP
5106
Vertex Planning Partners
Illinois
$725K +$36.5K +199 +5%
SIA
5107
Sage Investment Advisers
New York
$723K +$14.5K +79 +2%
SFC
5108
Sprinkle Financial Consultants
Colorado
$722K – – –
EF
5109
Exeter Financial
Arizona
$721K +$269K +1,466 +55%
SC
5110
Steph & Co
Wisconsin
$719K +$16.7K +91 +2%
OE
5111
OFS Enterprise
Nebraska
$719K +$757K +4,124 New
TF
5112
Tandem Financial
Colorado
$717K -$59.3K -323 -7%
MPAM
5113
Murphy Pohlad Asset Management
Minnesota
$717K -$110K -600 -13%
OFG
5114
OmniStar Financial Group
North Carolina
$715K -$218K -1,186 -22%
FGC
5115
First Growth Capital
Maryland
$713K -$26.6K -145 -3%
DWS
5116
Dynamic Wealth Strategies
California
$712K -$98.5K -537 -12%
RWS
5117
Retirement Wealth Solutions
Wisconsin
$710K -$7.71K -42 -1%
PRRFG
5118
Paul R. Ried Financial Group
Washington
$709K +$139K +760 +23%
IP
5119
Integras Partners
Georgia
$709K – – –
Innovator Capital Management
5120
Innovator Capital Management
Illinois
$709K +$87.1K +475 +13%
AAMA
5121
Advanced Asset Management Advisors
Ohio
$708K – – –
IAMOG
5122
Investors Asset Management of Georgia
Georgia
$708K +$49.2K +268 +7%
AA
5123
Alpha Advisors
Virginia
$707K +$146K +795 +24%
RWA
5124
Resolute Wealth Advisor
Ohio
$707K +$743K +4,051 New
Jump Financial
5125
Jump Financial
Illinois
$706K -$81M -441,410 -99%