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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
5151
Reyes Financial Architecture
California
$831K +$312K +1,519 +58%
WLPWM
5152
Walled Lake Planning & Wealth Management
Illinois
$830K +$224K +1,091 +36%
EF
5153
Exeter Financial
Arizona
$828K +$411 +2 +0%
MTC
5154
Matrix Trust Company
Colorado
$827K +$60K +292 +8%
TCM
5155
Tuttle Capital Management
Connecticut
$827K -$2.76M -13,426 -76%
RWS
5156
Retirement Wealth Solutions
Wisconsin
$825K +$9.66K +47 +1%
ACP
5157
Arcus Capital Partners
Georgia
$823K -$293K -1,426 -26%
DWM
5158
DKM Wealth Management
California
$821K -$112K -546 -12%
HOWA
5159
Hudson Oak Wealth Advisory
New Jersey
$820K +$10.7K +52 +1%
SA
5160
Sincerus Advisory
New York
$819K +$34.5K +168 +4%
WFA
5161
Woodward Financial Advisors
North Carolina
$819K +$2.06K +10 +0.2%
CWM
5162
Chicago Wealth Management
Illinois
$817K -$19.1K -93 -2%
WFG
5163
Wills Financial Group
Virginia
$816K +$13.6K +66 +2%
RDFA
5164
Ritter Daniher Financial Advisory
Ohio
$816K -$18.3K -89 -2%
BRIA
5165
Balanced Rock Investment Advisors
Massachusetts
$815K +$206K +1,001 +33%
AA
5166
Alpha Advisors
Virginia
$814K +$2.88K +14 +0.3%
EWA
5167
Elevate Wealth Advisory
Georgia
$812K +$154K +747 +23%
DIM
5168
DLK Investment Management
California
$812K -$5.51M -26,800 -80%
KFS
5169
Kelly Financial Services
Massachusetts
$811K -$62.5K -304 -7%
AAMA
5170
Advanced Asset Management Advisors
Ohio
$808K -$4.52K -22 -0.5%
CFP
5171
Cypress Financial Planning
New Jersey
$808K +$91.7K +446 +12%
CIAS
5172
CBIZ Investment Advisory Services
Ohio
$807K – – –
CPP
5173
Capasso Planning Partners
South Carolina
$807K +$2.06K +10 +0.2%
IAMOG
5174
Investors Asset Management of Georgia
Georgia
$806K -$5.55K -27 -0.7%
SFS
5175
Searcy Financial Services
Kansas
$806K – – –
205 206
207
208 209